CloudCC CRM

CloudCC CRM is a customer relationship management (CRM) software designed to assist businesses of various sizes in managing their customer interactions, sales processes, and marketing campaigns. According to the vendor, this solution is suitable for a wide range of professions and industries, including sales teams, marketing teams, customer service teams, project management teams, and professional service providers. With its centralized platform, CloudCC CRM aims to help businesses track and analyze customer data, automate sales and marketing tasks, and enhance overall customer satisfaction.

Key Features

Leads Management: According to the vendor, CloudCC CRM allows businesses to generate, nurture, and manage leads from various channels such as web forms, business cards, live chat, social media, and events. The software offers features like lead pool, assignment rules, and smart scoring to help assign leads to the appropriate sales representative. It also facilitates the conversion of leads into opportunities.

Accounts and Contacts: The Customer 360 feature in CloudCC CRM provides businesses with a comprehensive view of customer information. According to the vendor, this allows businesses to understand customer needs, address pain points, and execute activities tailored to individual customers, thereby improving customer relationships. The Relation Net feature enables users to find key contacts and track communication history.

Opportunities: CloudCC CRM offers features to manage opportunities through the opportunity funnel and multiple sales paths. It allows businesses to classify and track opportunities in different stages, aiming to improve management efficiency. According to the vendor, users can also record competitors' information to develop effective strategies.

Contracts Management: The software enables businesses to manage contracts throughout their entire life cycle, from initiation to execution and archiving. CloudCC CRM integrates with third-party e-contracts such as DocuSign and Fadada, facilitating online contract signing. Users can create approval processes for contract registration and set up receivables based on contracts to manage payments.

Sales Targets: CloudCC CRM allows businesses to set clear sales targets for departments and personnel. According to the vendor, users can monitor target realization and track achievements. The software also offers the ability to create assessment models for products, sales reps, and customers, providing a means to evaluate sales progress.

Inventory Management: Within CloudCC CRM, businesses can record customer orders and contracts, as well as create receivables and manage payments. The software also integrates with popular ERP systems, aiming to provide seamless inventory management capabilities.

Automatic Process: According to the vendor, CloudCC CRM enables businesses to automate sales processes such as opportunity registration, contract approval, and multiple sales models. Users can track each stage of the sales process within the CRM and perform tasks systematically at each stage.

Team Collaboration: CloudCC CRM aims to improve communication and cooperation within organizations. According to the vendor, the software helps streamline work processes and align internal team members. Users can access necessary information and initiate live chats within CloudCC CRM.