Name: Coheris CRM Suite
Author: ChapsVision

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Flowchart

Development

Higher Education

Education

Association Management

Business Intelligence (BI)

Collaboration

Data Extraction

Embedded Business Intelligence (BI)

File Sync

Risk Management

Streaming Analytics

Visual Collaboration

Enterprise

Accounting

Budgeting and Forecasting

Crypto Accounting

Loan Origination

Payment Gateway

Payment Orchestration

Finance and Accounting

Applicant Tracking

Background Check

Contractor Management

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Compliance

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

C/C++ Integrated Development Environments

Cloud Storage

Container Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Incident Response

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Performance Monitoring

Relational Database Management Systems

Remote Monitoring and Management

Tower Servers

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Email Marketing

Event Registration

Heatmap and Session Recording

Landing Page

Marketing Automation

Personalization Engines

Public Relations (PR)

Retail Media Advertising

SMS Marketing

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Video

Video Editing

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Sales Pipeline

Sales

Antivirus

Security

Automotive

Forestry

Vertical-Specific

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Coheris CRM Suite, developed by ChapsVision, is a customer relationship management solution that aims to enhance customer service, sales performance, and marketing campaigns. According to the vendor, this software is designed to cater to small, medium, and large enterprises across various industries, including insurance and mutuals, finance and banking, consumer goods, agri-food, OTC-pharmacy, luxury, retail, governmental, and public sectors. It is intended for sales representatives, customer service agents, and marketing professionals, providing them with a unified view of customers to personalize experiences and maximize customer value.

## Key Features

**360° Vision**: According to the vendor, this feature provides a reliable and consolidated knowledge of customers, allowing for a unique and global view of customer value. It enables personalized interactions with known customers and supports operational actions based on customer insights.

**Efficiency**: The vendor claims that this feature ensures efficient and quality responses to omnichannel customer requests. It helps manage solicitations, commercial rebounds, and the overall quality of customer relations. The vendor states that it improves efficiency and autonomy for each user, aligning with the company's business processes. Real-time monitoring of key performance indicators (KPIs) is also supported.

**Customer Satisfaction**: According to the vendor, this feature aims to strengthen the relationship with the brand/company, increasing customer value. It is designed to improve customer satisfaction and loyalty by enhancing service quality and controlling service costs.

**Marketing & Sales Performance**: The vendor states that this feature optimizes marketing campaigns to generate more sales. It enables audience segmentation and orchestration of omnichannel campaigns. The vendor claims that it also measures conversion rates to evaluate marketing performance.

**Centralize Your Various Tasks**: According to the vendor, this feature helps structure and maximize customer knowledge within the company. It supports multi-channel marketing actions, sales management, and prospecting. The vendor states that it improves commercial performance, reduces costs, and builds customer loyalty.

**CRM Software for Your Business**: The vendor claims that this feature offers extended functionalities for customer relationship management. It is suitable for customer service, sales force, and marketing teams. The software allows the management of accounts, contacts, and commercial relationships. Additionally, it provides tools to animate commercial relationships and manage sales performance.

**A Simple and Accessible CRM**: According to the vendor, this feature offers an omnichannel view of the customer through social networks, emails, and SMS. It provides mobility and disconnected mode across multiple devices. The vendor states that it allows easy integration with existing information systems, whether on-premise or in the cloud.

**An RGPD Compliant CRM**: The vendor claims that this feature integrates functionalities to help companies comply with the General Data Protection Regulation (GDPR). It enables the gathering of consent, tracks information changes, and manages data access and portability. The vendor states that it also handles the right to be forgotten and controls comment areas to avoid capturing sensitive personal data.

**A Modular CRM**: According to the vendor, this feature offers a complete and versatile CRM solution for contact management, sales processes, and customer support. The vendor claims that it is a scalable CRM tool with various integrated modules.


Monthly

Annual

mSalesApp

All In One

Deskera ERP

Coheris CRM Suite

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.

ChapsVision

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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Coheris CRM Suite

Overview

What is Coheris CRM Suite?