Name: BISP SmartConnect CRM
Author: BISP Solutions

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Push Notifications

Software Repositories

WebOps

Development

Business Intelligence (BI)

Collaboration

Quality Management

Supply Chain Management

Workspace Planning

Enterprise

Accounting

Digital Banking

Financial Planning and Analysis (FP&A)

Payment Orchestration

Revenue Management

Finance and Accounting

Applicant Tracking

Contractor Management

Corporate Learning Management

HR Management

Job Board

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Server

Archiving

Block Storage

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Container Security

Data Center Backup

Data Center Infrastructure Management

Data Masking

Data Virtualization

Deception Technology

Fraud Detection

IT Operations Analytics

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

Internet Security

Network Performance Monitoring

Process Mining

Security Awareness Training

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Content Management

Customer Advocacy

Customer Success

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Dialer

Sales

Assisted Living

Construction Management

Insurance Policy Administration Systems

Investment Portfolio Management

Membership Management

PCB Design

Pharmacy

Public Sector Software

Text Analysis

Vertical-Specific

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SmartConnect CRM is developed for small businesses that are still using manual or spreadsheet based system in order to manage their sales activities. Smart Connect is presented by its developer, BISP Solutions headquartered in Miami Springs, as a cost effective and cloud based sales automation solution. Through SmartConnect Organizations can simplify daily sales activities, it empowers sales team with required sales funnel, pipeline management, sales reports, 360-degree customer view, support for repeat sales and sales automation. SmartConnect focuses customer experience as the top sales metric.

Community

Standard

Professional

Basic

Regular

Advanced

Premium

Guru

WeStrive

Assistive CRM

BISP SmartConnect 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.

BISP Solutions

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

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

Territory management

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

Opportunity management

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.

Contract management

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

Quote & 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.

Customer Service & Support

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

Case management

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

Call center management

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

Help desk management

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.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

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

CRM Project Management

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

Task management

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

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

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

CRM Reporting & Analytics

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

Forecasting

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

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

Custom fields

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

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.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

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.

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.

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.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

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.

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BISP SmartConnect CRM

Overview

What is BISP SmartConnect CRM?