Name: Wikiflow CRM
Author: Wikiflow

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Beta Testing

Continuous Integration

Development

Attendance Tracking

Career Center

Education

Business Intelligence (BI)

Collaboration

Data Extraction

Office Suites

Streaming Analytics

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

SaaS Spend Management

Finance and Accounting

360 Degree Feedback Software

Applicant Tracking

Corporate Learning Management

Freelance Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change and Configuration Management

Cloud Storage

Container Management

Digital Experience Monitoring (DEM)

Disaster Recovery

Enterprise Flash Array Storage

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

IoT Security

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Open-Source Database

Phishing Detection and Response

Runtime Application Self-Protection

SSL Certificate

Virtualization Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Identity Resolution

Marketing Automation

Mobile Marketing

Retail Media Advertising

Social Media Management

Survey & Forms Building

Technology Review

Video

Video Editing

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead-to-Account Matching and Routing

Sales Content Management

Sales Forecasting

Sales

Cloud Security Posture Management

Security

Clinical Trial Management

Geographic Information

OSS/BSS (Operations Support/Business Support)

Online Voting

Retail Management

Vertical-Specific

small

large

medium

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Microsoft Dynamics 365

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Role-based user permissions

Reporting

Microsoft Dynamics 365 Microsoft Dynamics CRM

Microsoft

Pipedrive is a customer relationship management (CRM) software built to help small teams to drive sales.

Advanced

Essential

Professional

Power

Pipedrive

Pipedrive Inc.

HubSpot CRM

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Implementation Rating

HubSpot

Salesforce Sales Cloud

Availability

Performance

Online Training

In-Person Training

Configurability

Product Scalability

Data Sources

Data Sharing and Collaboration

Contract Terms and Pricing Model

Salesforce

Zoho CRM

Ease of integration

Vendor pre-sale

Vendor post-sale

Zoho CRM Scalability

Zoho

Insightly

Insightly, Inc.

Sugar Sell (SugarCRM)

SugarCRM

SAP Sales Cloud

Oracle Sales

Oracle Implementation Satisfaction

Oracle

Wikiflow is interactive software that manages all the activities of incubation and training centres, used to pilot and monitor all support activities by inserting processes, documents and data, and with it, communicating and interacting with stakeholders.

Wikiflow CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Wikiflow

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.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

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.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Users can create custom fields to store additional information on standard and custom objects.

Operating Systems	Unspecified
Mobile Application	No

Wikiflow CRM

Overview

What is Wikiflow CRM?

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Pricing

Wikiflow CRM

What is Wikiflow CRM?

Entry-level set up fee?

Offerings

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Alternatives Pricing

Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Pipedrive

What is Pipedrive?

Product Details

What is Wikiflow CRM?

Wikiflow CRM Technical Details

Comparisons

Compare with

Microsoft Dynamics 365

Pipedrive

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

Insightly

Sugar Sell (SugarCRM)

SAP Sales Cloud

Oracle Sales

Reviews