Name: CURSOR-CRM
Rating: 10 (1 reviews)
Author: CURSOR Software

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Flowchart

Development

Career Center

Education

Business Intelligence (BI)

Collaboration

Enterprise Search

Streaming Analytics

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Application Virtualization

Blade Servers

Cloud Storage

Disaster Recovery

Fraud Detection

IT Professional Services

Identity Verification

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Office Migration and Repair

Packet Analyzer

Penetration Testing

Single Sign-On

Vector Databases

Virtual Data Room

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Content Management

Customer Success

Digital Content Creation

Email Marketing

Enterprise Marketing Management

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

URL Shorteners

Video Editing

Web Analytics

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Revenue Operations

Sales

Interior Design

Inventory Management

Moving Software

PCB Design

Population Health Management

Public Transportation

Retail Execution

Retail Management

Vertical-Specific

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CURSOR-CRM is a CRM system designed to optimize customer management and business processes. It is targeted at small, medium, and large companies across various industries, including sales and marketing teams, customer service teams, energy sector companies, grid operators in the electricity, gas, and water industries, as well as companies in need of complaint management software.

## Key Features

**CRM System**: According to the vendor, CURSOR-CRM is a comprehensive CRM system that helps companies manage customer relationships, sales, and customer service effectively. It provides a centralized platform for storing and accessing customer information, tracking leads and opportunities, and managing sales activities.

**Customizable**: The vendor claims that CURSOR-CRM is highly customizable to match the individual needs and changing requirements of companies. Users can easily customize the system by adding or modifying fields, creating custom workflows, and defining user roles and permissions. It also supports the creation of custom reports and dashboards to monitor key performance indicators.

**Mobile Access**: According to the vendor, CURSOR-CRM can be accessed on mobile devices, allowing users to stay connected and productive while on the go. The mobile app provides access to customer information, sales opportunities, and tasks, enabling users to manage their work efficiently and update data in real-time.

**Complaint Management**: CURSOR-CRM includes complaint management functionality through its b.better module. The vendor states that it allows users to log and track customer complaints, assign them to the appropriate team members, and monitor the resolution process. The module also provides features for analyzing complaint data and implementing improvements to prevent future complaints.

**Integration and IT Landscape Optimization**: According to the vendor, CURSOR-CRM can be seamlessly integrated into the existing IT landscape of companies. It supports integration with third-party software, such as ERP systems, email clients, and document management systems. Integration enables companies to have a central collaboration and communication platform, streamlining processes and improving efficiency.

**Sales Pipeline Management**: The vendor claims that CURSOR-CRM enables users to track leads, opportunities, and customer interactions, allowing for better sales pipeline management and forecasting. It provides features for creating and tracking sales orders, generating quotes, and managing contracts.

**Marketing Automation**: According to the vendor, CURSOR-CRM supports marketing automation, allowing users to create and execute targeted marketing campaigns. It enables tracking of campaign performance and analysis of campaign results, helping companies optimize their marketing efforts.

**Real-time Data Access**: The vendor states that CURSOR-CRM provides real-time access to customer information, enabling users to make informed decisions and respond quickly to customer needs. It allows for updating contact information, logging customer interactions, and accessing data from anywhere, improving productivity and responsiveness.

**Third-party Integration**: According to the vendor, CURSOR-CRM supports integration with third-party applications, extending its functionality and enabling seamless data exchange between systems. This integration capability enhances the overall efficiency and effectiveness of the CRM system.

**User Role and Permission Management**: The vendor claims that CURSOR-CRM offers user role and permission management, allowing companies to define access levels and restrict data visibility based on user roles. This ensures data security and privacy while providing appropriate access to different teams and individuals.

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Copper

CURSOR-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.

CURSOR Software

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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CURSOR-CRM

Overview

What is CURSOR-CRM?