SymVolli

SymVolli is a Cloud-based Organizational Management System that aims to streamline business processes and improve efficiency for small to medium-sized companies. According to the vendor, this comprehensive solution combines the functionalities of a traditional CRM and ERP application, making it suitable for various industries and professions.

Key Features

CRM: According to the vendor, the system streamlines CRM processes and encourages collaborative working to enhance customer satisfaction. It aims to consolidate all customer interactions and information from different departments, allowing businesses to identify trends, detect problems, and uncover opportunities.

Integrated Marketing: The vendor claims that SymVolli harmonizes sales and marketing functions, bridging the gap between the two departments. It provides transparent lead qualification and tracking, along with the ability to monitor the ROI of marketing campaigns.

Measuring ROI: The vendor states that the system automatically measures the ROI of marketing campaigns. It enables businesses to track leads from start to finish, create and manage marketing campaigns, and assess the impact and cost of each sales activity.

Sales Forecasting: SymVolli allows businesses to manage and monitor the entire sales process, as per the vendor. It facilitates recording and assessment of every contact and update, enabling the generation of accurate sales forecasts and target setting. It also helps refine sales strategies and production processes.

Quotation Production: According to the vendor, SymVolli significantly reduces the time spent on producing quotations and proposals. It provides control over unit price, cost, and discount levels for products and services. Additionally, it allows the sharing and exporting of quotes in various formats, while creating a knowledge base of past quotes and experiences.

Customer Support: The vendor claims that SymVolli synchronizes the entire customer support system. It offers customization options to align with an organization's needs, monitors service request queues, and maintains a knowledge base for efficient resolution of customer issues.

Compliance: SymVolli aims to ensure business compliance with relevant regulations and standards, according to the vendor. It incorporates compliance into various business processes and facilitates the gathering of relevant information from clients. Additionally, it assists in managing internal functions such as HR and IT.

Workflow: The vendor states that SymVolli helps structure and standardize workflows to enhance business efficiency. It enables the alignment of sales cycles with the customer's buying cycle, sets up simple rules to monitor critical deadlines, and improves cash flow management through effective proposal management.

Business Intelligence: SymVolli consolidates and delivers accurate business intelligence, according to the vendor. It allows the creation and modification of reports to suit organizational requirements. Businesses can monitor key performance indicators (KPIs) on a dashboard for easy monitoring and turn data into actionable insights for decision-making.

Telephony: According to the vendor, SymVolli offers telephony features that enable users to make calls with a click and automatically save call recordings to records. It provides real-time call stats and analytics for monitoring and measuring purposes. Additionally, it allows call recording without the need for additional hardware, ensuring compliance and improving the performance of sales organizations and accounts departments.