Name: CounterBalance
Author: Nexphaze

Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Enterprise

Accounting

Loan Origination

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Block Storage

Blockchain Analysis

Cloud Storage

Data Center Outsourcing (Canada)

Data Integration

Database Performance Monitoring

Debugging

Edge Computing

Electronic Data Interchange (EDI)

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Load Balancing

Master Data Management (MDM)

Mobile Application Performance Monitoring  (APM)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SQL Server Performance Monitoring

Secure Access Control

Secure Web Gateway

Security Analytics

Security Awareness Training

Web Content Filtering

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Community

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Grant Management Software

Livestream

Marketing Automation

Predictive Analytics

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Business Caller ID

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Predictive Sales Analytics

Sales Email Tracking

Sales

Card Management

Computer-Aided Design (CAD)

Dealer Management

Restaurant Management

Tour Operator

Vertical-Specific

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CounterBalance is a platform developed by Nexphaze that aims to provide complete control over the management of various business operations. According to the vendor, this solution offers a range of features, including Customer Relations Management (CRM), Process Control, Scheduling, Cost Item Tracking, Account Financial, and more. The product is designed for small to medium-sized businesses in industries such as the countertop industry, solid surface operations, granite countertop businesses, service-based businesses, and manufacturing businesses.

## Key Features

**CRM Management**: According to the vendor, CounterBalance offers Customer Relations Management (CRM) functionality to effectively manage leads, customers, and orders. Users can track the entire sales cycle, collect vital data for advertising and sales control, and create custom-defined steps for scheduling, form generation, payments, and inventory control.

**Sales and Follow-Up Process**: The vendor claims that CounterBalance provides a well-structured and consistent model for handling lead and customer interactions. Users can easily track vital information for a profitable sales cycle and generate common letters for follow-ups or thank you letters to customers.

**Customer Information**: CounterBalance allows users to manage comprehensive customer information, including contact details, preferences, and purchase history. The vendor states that users can access and update customer information with ease.

**Order/Deal Information**: According to the vendor, CounterBalance enables users to efficiently manage and track order and deal information from creation to completion, ensuring smooth execution.

**Vendors**: CounterBalance provides functionality to manage vendor information, including contact details and pricing. Users can import and update cost items, products, and services through vendor spreadsheets, as per the vendor's claims.

**Cost Item Tracking (Inventory Allocation)**: According to the vendor, CounterBalance allows users to track and allocate cost items to inventory. Users can import and update cost items and prices directly from vendor-provided data sheets.

**Product Items**: CounterBalance offers customizable setup options for different product items, such as multiple materials, edge types, sink models, and faucets, as stated by the vendor. Users can define price structures for each product item.

**Product Services**: The vendor claims that CounterBalance allows for the customization of product services, enabling users to define their own processes for handling leads and customers. Users can create custom-defined steps for scheduling, form generation, payments, and inventory control.

**Associates (Employees and External)**: CounterBalance provides functionality to manage associates, including employees and external contacts, according to the vendor. Users can track and manage commissions, expenses, and payments associated with each associate.

**Commissions**: Users can track and manage commissions for associates using CounterBalance, as per the vendor's claims. The vendor states that users can easily calculate and record commission payments.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

CounterBalance

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.

Nexphaze

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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CounterBalance

Overview

What is CounterBalance?