Features
Top Performing Features
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.4
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.7
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.4
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.7
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.2
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.3
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.6
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Platform
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7