Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 7.3
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 7.3
Users can create, process and fulfill price quotations and sales transactions.
Cat avg: 7.6
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Cat avg: 8.2
This includes lead generation, scoring, qualification, routing, and nurturing.
Cat avg: 7.7
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
This involves the ability to send mass email to groups of people based on particular qualifications.
Cat avg: 7.1
This includes automated invoice creation and billing.
Cat avg: 7.6
This is the technique of using software to automate certain sales-related tasks.
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.6
This component of CRM software automates help desk, call center and field service management.
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
This includes automated invoice creation and billing.
Category average: 7.6
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.5
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