Name: CentrixOne
Price: 15 USD
Author: Solutions Centrix

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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CentrixOne is a sales and marketing CRM solution designed to simplify pipeline management, prospecting, and customer relationship management for small and medium-sized enterprises (SMEs). According to the vendor, CentrixOne offers an easy and quick setup, a user-friendly interface, and affordable pricing options, making it suitable for SMEs. This versatile solution is utilized by sales and marketing teams, customer service teams, business development teams, as well as consumer services (B2C) and services to businesses (B2B) industries.

## Key Features

**Centralization of contacts and communications**: According to the vendor, CentrixOne allows users to keep all accounts, contacts, leads, opportunities, mailing lists, emails, and texts in one place, providing easy access to all relevant information and streamlining communication processes.

**Email integration and marketing automation**: The vendor claims that CentrixOne enables users to create sales and marketing campaigns directly within the CRM, utilizing pre-built email templates for professional-looking emails. Additionally, the system offers automation capabilities, allowing for the automation of email campaigns with triggers and timed responses.

**Designed specifically for SMBs**: CentrixOne is positioned as a solution tailored specifically for small and medium-sized businesses, offering an easy and quick setup for teams, a user-friendly interface for simplified sales routines, and a cutting-edge design for an intuitive experience. The vendor claims that the pricing options are affordable for SMEs.

**Track leads and deals pipeline in real-time**: According to the vendor, CentrixOne provides users with a comprehensive 360° view of their sales progress, allowing them to monitor their team's work and identify areas for improvement in sales and marketing processes. The system aims to optimize decision-making and time management.

**Text message leads and customers**: The vendor states that CentrixOne enables users to capture leads' attention with text messages and respond instantly to info requests from their websites. This functionality aims to provide efficient customer service and support, while keeping a record of all SMS communications in the CRM.

**Automate sales and marketing tasks**: According to the vendor, CentrixOne offers an automation tool that acts as a virtual assistant, allowing users to design customer journeys with triggers and timed responses. This automation capability aims to send personalized messages at the right time, while increasing team productivity and reducing costs.

**Customize contact cards with custom fields**: CentrixOne allows users to tailor contact cards to their specific needs by adding custom fields for personalized information. The vendor claims that this feature enables users to capture and store relevant data for each contact, ensuring easy access and updates to contact information.

**Store presentations, images, and client files**: According to the vendor, CentrixOne provides users with the ability to keep all client-related files in one place, allowing for easy storage, organization, and quick reference of presentations, images, and other files.

**Customize email campaigns**: CentrixOne offers users the ability to create impactful emails with easy drag-and-drop editing, add content to sleek pre-built email templates, and filter email lists to target specific audiences. The vendor claims that users can measure and report on campaign effectiveness with campaign dashboards.

Easy Integration: Many users have found that CentrixOne has easy integration with other systems, resulting in a small learning curve for users. This allows them to seamlessly connect their existing tools and data with CentrixOne, improving efficiency and reducing the time required to adapt to the new software.

User-Friendly Dashboard: The dashboard menu in CentrixOne is highly appreciated by reviewers for its usefulness in easy navigation and access to important features. With an intuitive design, it enables users to quickly find what they need without unnecessary clicks or confusion, enhancing productivity and user experience.

Effortless Sales Tracking: According to multiple users, CentrixOne makes it easy to track sales performance. Its clear overview of sales per consultant along with the ability to apply filters simplifies the process of monitoring progress and identifying opportunities for improvement. This feature streamlines sales management tasks and helps optimize sales strategies effectively.

Limited Email Integration: Some users have felt that the software does not fully integrate with email, which has been seen as a drawback. This limitation may hinder their ability to seamlessly manage and communicate with contacts through their preferred email platform.

Lack of Intuitiveness: Several users have found the software to be not always intuitive, making it challenging to locate and effectively use certain functionalities. This lack of intuitiveness can lead to frustration and potentially slow down user workflows.

Slow Execution: There have been instances where executing specific commands within the software has taken a significant amount of time. While it is unclear whether this delay is caused by the software itself or the user's network, some users have expressed concerns about its potential impact on their productivity.

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CentrixOne

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.

Solutions Centrix

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.

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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CentrixOne

Overview

What is CentrixOne?