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21% people use it
Tracks issues/help requests reported by customers through the resolution process.
Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.
Tracks issues/help requests reported by customers through the resolution process.
Store and retrieve information associated with customer contacts and accounts. Track company-wide communication and information about contacts and accounts.
Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable the integration of data, logic, objects, etc with other software applications.
Allows users to manage and track leads through a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution, and Lead Qualification.
Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide.
Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports.
Allows administrators to develop and test changes to the CRM deployment easily. After changes are made admins can easily migrate the changes into the "live" or "production" environment.
Manage and track tasks and activities. Assign due dates and integrate into calendars to manage daily schedules and priorities.
Grant access to select data, features, objects, etc., based on the users, user role, groups, etc.
Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. It also includes notifications of users when they need to take action.
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