Name: Introduction to DAXRM - All-in-One Digital Marketing Agency CRM
Uploaded: 2024-05-16T04:23:26.000Z
Duration: 1 min 33 s
Description: Introduction to DAXRM - A Digital Marketing Agency CRM

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

AI Code Generation

Automation Testing

Beta Testing

Feature Management

Development

Virtual Classroom

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Demand Planning

Internal Communications

Knowledge Management

Quality Management

Supply Chain Visibility

Whistleblowing

Enterprise

Accounting

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Payroll

Talent Intelligence

Talent Management

Video Interview

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

Blockchain-as-a-Service (BaaS)

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Embedded Database

Encryption Key Management

Fraud Detection

IT Alert Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

OpenStack Cloud

Scale-Out Storage

Test Management

User Activity Monitoring

Value Stream Management

WAN Optimization

Web Content Filtering

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Enterprise Marketing Management

Grant Management Software

Livestream

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Auction Software

Customer Relationship Management (CRM)

Sales Consulting

Sales Incentive Compensation Management

Sales Training

Sales

Agriculture

Inventory Management

Last Mile Delivery

Military and Defense

Online Ordering

Shipping

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Sage CRM

Sage

Salesforce Sales Cloud

Salesforce

Zoho CRM

Zoho

Microsoft Dynamics 365

Microsoft

LocaliQ

Gannett

monday CRM

monday.com

LeadSquared

Followup CRM

FollowUp CRM

Pipedrive

Pipedrive Inc.

Method:CRM

Method Integration Inc.

Agency Analytics

Semrush

SE Ranking

Ahrefs

Whatagraph

Supermetrics

Power My Analytics

Moz Pro

Whitespark Local Rank Tracker

Porter Metrics

Google Ads

Google Analytics

Google Business Profile

Google Search Console

Bing Webmaster Tools

Xero

Essential Plan (5 Accounts)

Basic Plan (1 Account)

Sage CRM is an SMB-oriented CRM platform offered in both SaaS and on-premise editions. Unlike the Sage SalesLogix product, the SaaS version is a true multi-tenant offering.

The platform offers excellent integration with Sage ERP and accounting products. It is also a good global solution and is available in many languages and is used by over 12,000 customers worldwide, with many customers in Europe.

Sage CRM (on premise)

Sage CRM (cloud)

Starter

Professional

Unlimited

Agentforce 1 Sales

DAXRM

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.

Introduction to DAXRM - A Digital Marketing Agency CRM

Introduction to DAXRM - All-in-One Digital Marketing Agency CRM

DAXRM is the first all-in-one digital marketing agency extended client relationship management (CRM) solution. DAXRM — We streamline your marketing data, so you can focus on the insights. 
URL: https://www.daxrm.com

DAXRM features Digital Agency Client Management, Project Management, Customizable Reporting, SEO Rank Tracking, Marketing Connectors, and scalability to custom requirements for Digital SEO Agencies.

DAXRM’s range of marketing connectors includes Google Ads, Google Analytics, Google My Business, Facebook Ads, Facebook Page Insights, Instagram Ads, Microsoft Ads, Bing Webmaster Tools, SEO Rank Tracking, Xero and more. 

With DAXRM you have your entire campaign analytics at your fingertips. Explore PPC, organic and social media campaign performance, track traffic and conversions, identify opportunities and streamline your analytics reporting. 

Through the Google Looker Studio integration you can generate customizable reports at the push of a button. Create impressive and compelling branded client reports with white labelling functionality. 

#DigitalMarketingCRM
#SEOAgencyCRM
#DigitalAgencyCRM
#AdvertisingAgencyCRM
#MarketingAgencyCRM
#DigitalMarketingReportingTool
#SEOReportingTool

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.

DAXRM

Overview

What is DAXRM?