Customer Relationship Management (CRM) SaaS, or CRM on-demand, is software which allows businesses, or sales teams, to manage the interactions with customers and sales prospects. CRM software provides a way to create, organize, and quickly retrieve and update customer information for a more efficient and higher quality of service and higher return on investments (ROI). Sales and marketing analytics help identify leads and sales opportunities, potential cross-selling and up-selling opportunities to existing customers, and greater enterprise flexibility.
Sales, marketing, customer service, and tech support all benefit from using CRM. Sales teams can quickly manage and share important account information such as contacts, emails, accounting, and previous sales. Develop and deploy strategic marketing campaigns to specific customers or multiple groups at once, and monitor how effective those campaigns are. Business managers can automate schedules and work flows, assign tasks to employees to streamline business processes, monitor past, current, and projected sales with dashboards and create presentations to show executives. CRM software streamlines a business’s sales pipeline by individualizing customer relationships and providing an overall higher level of customer service.
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- Integration: Microsoft Outlook
- Sales Features: Increase sales efficiency, Automate your lead generation and tracking processes, Successfully turn opportunities into sales, Enhance pipeline management, Simplify account management, Enhance account planning and sales management, Increase awareness and enhance the decision making process
- Marketing Features: Manage all lead, opportunity and customer information more effectively, Simplify marketing campaigns with streamlined activities, Deep integration with Microsoft Office Suite, Efficiently manage events, Increase effectiveness with targeted marketing, Improve campaign response management, Obtain more well-rounded insight into customers and prospects for improved decision making
- Business Management Features: Manage and monitor sales and account information in real time. Monitor sales activity and key performance indicators (KPI). Capture snapshots of customer data and history. Monitor and maintain all customer communications. Assign workflow through visual web-beased scheduling.
- Integration: Complete virtualized desktop
- Sales Features: Share documents, emails, presentations, layouts, spreadsheets and reports between team members instantly; Organize customer details including emails, notes and Facebook information; Capture and track leads and analyze opportunities for success; Control the sales pipeline by capturing leads and personalizing the sales process
- Marketing Features: Market to new and existing customers with available lead/business info and marketing services; Develop and send individualized marketing campaigns with the online editor; Printing capabilities available
- Business Management Features: Monitor, manage, and enter/retrieve data in real time; Restrict sensitive customer information. Setup dashboards to monitor business activities and key statistics; Customizable using ACT! add-on products
- Integration: Installed plug-in within Microsoft Outlook; Also integrates with Exchange
- Sales Features: Create customized quotes in Excel using templates; Develop Quota Reports, Summary Call Reports and Opportunity Progress Reports with Report preview capabilities; Create and manage opportunities; Stage Change reports help track the progress of opportunities; Create, organize, and share contacts within team. Send group emails and store date and time stamp notes
- Marketing Features: Develop and send Drip email marketing campaigns
- Business Management Features: Sales and quota management dashboards provide snapshots of past, current, and projected sales information; Personalize "to do" lists with automatic reminders and automated workflows; Schedule tasks and monitor employee progress
- Integration: May be integrated with Outlook, other groupware apps, and LotusLive
- Sales Features: Share and track leads and opportunites; Extensive contact and account management systems allow sharing of account information, track deal progress, record interactions, cross-sell and up-sell to existing customers; Allow the import and deduplication of data from other CRM software; Generate quotes and contracts and forecast sales through sales analytics
- Marketing Features: Create, execute and track marketing campaigns across multiple channels; Develop email marketing campaigns targeting specifc groups; Capture leads with web-to-lead forms; Use marketing analytics to assess the effectivness of campaigns on the sales pipeline
- Business Management Features: Schedule and track activities with in-depth dashboards; Monitor what campaigns are profitable and create presentations to show executives; Access Sugar using IPhone App for mobility; Manage accounts, projects and emails with customized case management; Limit access to information for security; Track ROI of marketing campaigns; Customize the Sugar platform using customizable modules and layouts with SugarExchange; Develop Customer Support with inbound email processing, Knowledgebase creation, bug tracking, and a self-service portal for sales, marketing, and support
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