Name: DealerSocket CRM
Author: Solera, Inc

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Mind Mapping

Development

Business Intelligence (BI)

Collaboration

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Payroll

Professional Employer Organizations (PEO)

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

File Sync and Share

Fraud Detection

IT Service Management (ITSM)

Identity Management

Integration Platform as a Service (iPaaS)

Network Performance Monitoring

Network Virtualization

Password Management System

Remote Monitoring and Management

Secure Email Gateway

Solid State Drives

Static Application Security Testing (SAST)

Storage Area Network

Voice Recognition

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Experience Platforms (DXP)

Email Marketing

Marketing Automation

Mobile Marketing

Retail Media Advertising

SMS Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Swag Management

Video Streaming

Web Analytics

Webinar

Marketing

Field Service Management

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Gamification

Sales Intelligence

eCommerce

Sales

Insider Risk Management

Secure Service Edge

Security

Car Rental

Equation Editors

Home Health Care

Law Practice Management

Online Voting

Smart Cities

Vertical-Specific

small

Method:crm is a QuickBooks-integrated, cloud-based CRM platform.

Contact Management

CRM Pro

CRM Enterprise

Method:CRM

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Marketing automation

Compensation management

Mobile access

Role-based user permissions

Reporting

Method Integration Inc.

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Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Implementation Rating

Social CRM

Social data

Social engagement

HubSpot

Salesforce Sales Cloud

Availability

Performance

Online Training

In-Person Training

Configurability

Product Scalability

Data Sources

Data Sharing and Collaboration

Contract Terms and Pricing Model

Salesforce

Zoho CRM

Ease of integration

Vendor pre-sale

Vendor post-sale

Zoho CRM Scalability

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Insightly, Inc.

Pipedrive

Pipedrive Inc.

Sugar Sell (SugarCRM)

SugarCRM

SAP Sales Cloud

Oracle Sales

Oracle Implementation Satisfaction

Oracle

DealerSocket CRM’s automotive software supports sales, marketing, service, and senior leadership. Users can manage the customer relationship, connect across all devices and departments, centralizing customer management to create rich customer experiences. DealerSocket is a Solera company since the 2021 acquisition.

Top Rated 2023

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Free Forever

CRM Bundle

DealerSocket 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.

Solera is a global leader in risk and asset management data and software solutions, empowering companies across the automotive and insurance ecosystem with trusted solutions that adhere to the highest standards of data privacy, security and integrity to support connectivity across the vehicle value chain. Solera's solutions bring together customers, insurers and suppliers, empowering smarter decision-making through service, software, enriched data, proprietary algorithms and machine learning that come together to deliver insight and ensure customers' vehicles and property are optimally maintained and expertly repaired. The company is active in over 90 countries across six continents, processing more than 300 million digital transactions annually for over 235,000 customers and partners. By drawing on the market-leading solution capabilities and business process best practices from its technologies around the world, Solera provides unsurpassed scale and strength with superior performance while delivering innovation to move the industry forward.

Solera, Inc

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

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.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

Operating Systems	Unspecified
Mobile Application	No

DealerSocket CRM

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Product Details

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Comparisons

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Method:CRM

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Zoho CRM

Microsoft Dynamics 365

Insightly

Pipedrive

Sugar Sell (SugarCRM)

SAP Sales Cloud

Oracle Sales

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