Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Cat avg: 8
Top Performing Features
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Cat avg: 8.4
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Cat avg: 8.1
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Cat avg: 8.3
Worst Performing Features
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Cat avg: 8.2
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Cat avg: 8.1
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Cat avg: 7.9
Assistive CRM Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
10+25%
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 8
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
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
10+20%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 8.3
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
10+25%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.2
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
10+23%
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.9
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 8.3
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 8.1
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
10+27%
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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
Assistive CRM Features from the Vendor
Sales Force Automation
Vendor-reviewedQuote & order management
Users can create, process and fulfill price quotations and sales transactions.
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Marketing Automation
Vendor-reviewedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
CRM Project Management
Vendor-reviewedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-reviewedForecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customizable reports
Users can create reports and dashboards unique to their needs.
Customization
Vendor-reviewedAPI for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
Vendor-reviewedRole-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.
Platform
Vendor-reviewedMobile 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.