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CRM Management Tools
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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.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
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.
Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts, ensuring compliance with them, and documenting and agreeing on any changes or amendments that may arise during its implementation or execution.
Allows administrators to customize to accommodate their unique processes. Includes creating custom objects, fields, rules, calculations, and views.
Allows users to sync their Email, Calendar, and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration.
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.
Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.
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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