Name: CRMPlus365
Author: P2 Automation

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Development

Academic Advising

Education

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Corporate Social Responsibility (CSR)

Desktop Publishing

Enhanced 911 (E911)

Environmental Health and Safety (EHS)

Manufacturing Execution

Project Portfolio Management

Enterprise

Accounting

Investor Relations

Merger and Acquisition

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Build Automation

Cloud Storage

Continuous Delivery

Converged Infrastructure

Data Center Cooling

Data Fabric

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed File Transfer (MFT)

Mobile Device Management (MDM)

Network Behavior Analysis

Network Performance Monitoring

Threat Intelligence

Value-Added Resellers (VARs)

Workload Automation

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Audio Editing

Content Management

Email Marketing

Gamification

Local Marketing

Marketing Automation

Press Release Management

Product Information Management (PIM)

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Quote to Cash

Sales Coaching

Sales

Cloud Infrastructure Entitlement Management

Security

Apparel

Chargeback Management

Dental

Financial Services CRM

ID Card

Internet of Medical Things

Nonprofit Fundraising

Oil and Gas

Vertical-Specific

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Priority Matrix

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eMeetingsOnline

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FastEST, Inc.

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Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

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Aras PLM

Aras Corporation

CRMPlus365 is positioned as a highly customizable alternative to Microsoft Dynamics 365, specifically designed for small businesses. Built on the same core Microsoft technology, this CRM solution offers a user-friendly interface that is intuitive and easy to navigate.

## Key Features

**Intuitive Interface**: CRMPlus365 provides a user-friendly interface that allows users to quickly access the information they need.

**Seamless Microsoft Outlook Integration**: The product offers strong integration with Microsoft Outlook, allowing users to synchronize their emails, contacts, and calendars effortlessly. Users can access CRMPlus365 directly from their Outlook interface, eliminating the need for application switching.

**Flexible Business Process Customization**: CRMPlus365 is built on the flexible Microsoft platform, enabling users to easily customize their business processes to align with their unique workflows and requirements.

**Enhanced Business Intelligence**: CRMPlus365 can be enhanced with Business Intelligence tools, providing users with valuable insights and analytics. Users can leverage data visualization, reporting, and forecasting capabilities to make informed business decisions.

**Mobile Access**: CRMPlus365 offers mobile applications that enable users to access CRM data on the go. Users can conveniently view and update customer information, manage tasks and appointments, and track sales activities from their mobile devices.

**Web Portal Integration**: CRMPlus365 supports the creation of web portals, extending CRM functionality to external users such as customers, partners, or suppliers. Users can provide self-service options, allowing external users to access relevant information and perform specific actions.

**Streamlined Business Process Automation**: CRMPlus365 allows users to automate repetitive tasks and workflows, streamlining business processes. Users can automate tasks such as lead assignment, email notifications, and follow-up activities.

**Efficient Data Management**: CRMPlus365 provides robust data management capabilities, enabling users to efficiently organize and maintain customer data. Users can create and manage customer profiles, track interactions, and store important documents and files.

**Effective Sales Pipeline Management**: CRMPlus365 enables users to effectively manage their sales pipeline and track opportunities. Users can capture leads, qualify prospects, and track the progress of deals through various stages, improving sales visibility and forecasting.

**Comprehensive Contact Management**: CRMPlus365 offers comprehensive contact management features, allowing users to store and manage contact information, track communication history, and segment contacts for targeted marketing campaigns.

Norada Solve360

Personal

Team

Department

Organization

Clear Analytics

CRMPlus365

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

P2 Automation

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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CRMPlus365

Overview

What is CRMPlus365?

Key Features