Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Top Performing Features
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Cat avg: 8.3
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Cat avg: 8.4
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Cat avg: 8.4
Worst Performing Features
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Cat avg: 8.1
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 8.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Cat avg: 7.4
Ardexus CRM Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
8.1+2%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.4
Opportunity management
Users can track deals and create quotes.
Category average: 8.5
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 8.3
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8.4
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 8.1
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
9+11%
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.3
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 7.8
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
8.5+2%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 8.3
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 8.2
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
10+27%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 8.2
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
10+15%
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8.7
Platform
10+28%
Mobile access
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: 7.8