Name: CloudCC CRM - Opportunities
Uploaded: 2018-10-13T01:06:07.000Z
Duration: 2 min 11 s
Description: CloudCC CRM - Opportunities

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CloudCC CRM is a customer relationship management (CRM) software designed to assist businesses of various sizes in managing their customer interactions, sales processes, and marketing campaigns. According to the vendor, this solution is suitable for a wide range of professions and industries, including sales teams, marketing teams, customer service teams, project management teams, and professional service providers. With its centralized platform, CloudCC CRM aims to help businesses track and analyze customer data, automate sales and marketing tasks, and enhance overall customer satisfaction.

## Key Features

**Leads Management**: According to the vendor, CloudCC CRM allows businesses to generate, nurture, and manage leads from various channels such as web forms, business cards, live chat, social media, and events. The software offers features like lead pool, assignment rules, and smart scoring to help assign leads to the appropriate sales representative. It also facilitates the conversion of leads into opportunities.

**Accounts and Contacts**: The Customer 360 feature in CloudCC CRM provides businesses with a comprehensive view of customer information. According to the vendor, this allows businesses to understand customer needs, address pain points, and execute activities tailored to individual customers, thereby improving customer relationships. The Relation Net feature enables users to find key contacts and track communication history.

**Opportunities**: CloudCC CRM offers features to manage opportunities through the opportunity funnel and multiple sales paths. It allows businesses to classify and track opportunities in different stages, aiming to improve management efficiency. According to the vendor, users can also record competitors' information to develop effective strategies.

**Contracts Management**: The software enables businesses to manage contracts throughout their entire life cycle, from initiation to execution and archiving. CloudCC CRM integrates with third-party e-contracts such as DocuSign and Fadada, facilitating online contract signing. Users can create approval processes for contract registration and set up receivables based on contracts to manage payments.

**Sales Targets**: CloudCC CRM allows businesses to set clear sales targets for departments and personnel. According to the vendor, users can monitor target realization and track achievements. The software also offers the ability to create assessment models for products, sales reps, and customers, providing a means to evaluate sales progress.

**Inventory Management**: Within CloudCC CRM, businesses can record customer orders and contracts, as well as create receivables and manage payments. The software also integrates with popular ERP systems, aiming to provide seamless inventory management capabilities.

**Automatic Process**: According to the vendor, CloudCC CRM enables businesses to automate sales processes such as opportunity registration, contract approval, and multiple sales models. Users can track each stage of the sales process within the CRM and perform tasks systematically at each stage.

**Team Collaboration**: CloudCC CRM aims to improve communication and cooperation within organizations. According to the vendor, the software helps streamline work processes and align internal team members. Users can access necessary information and initiate live chats within CloudCC CRM.

CloudCC headquartered in Beijing offers their suite of business applications, available to small businesses and enterprises. Their flagship CloudCC CRM enables sales teams to focus on key points in capturing leads, closing deals, and maintaining customer relationships.

Free Forever

CRM Bundle

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

CloudCC 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.

CloudCC Inc.

CloudCC CRM - Campaign Management

Track your campaign effectiveness and stay connected with your customers

CloudCC CRM -Account & Contact Management

Connect with your accounts and contacts and become an efficiency-minded company.

CloudCC CRM - Lead Management

Capture, organize and engage more leads with less investment and focus on growing your business.

CloudCC CRM - Opportunities

Automate your opportunity and pipeline management and realize greater sales effects.

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.

CloudCC CRM

Overview

What is CloudCC CRM?