Name: Dex
Price: 12 USD
Author: DanaHQ

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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Dex is a personal CRM platform developed by Dana HQ Inc. that aims to assist professionals in managing and strengthening their relationships. According to the vendor, Dex brings together LinkedIn, email, and other daily tools in one place, allowing users to keep in touch, remember where they left off, and see all their connections.

## Key Features

According to the vendor, Dex offers the following features:

**One-place Relationships**: Dex integrates LinkedIn, email, and other tools, providing a centralized platform for users to manage their relationships.

**Consolidate Relationships**: Dex allows users to connect to LinkedIn and other sources, automatically syncing new job titles and keeping contacts up-to-date.

**Built for People**: Dex focuses on personal relationships rather than sales pipelines, aiming to be user-friendly and intuitive.

**Remember Everything**: Dex enables users to store important details about their contacts, such as how they met, education history, work details, important dates, family information, gift ideas, and event history.

**Manage Relationships Anywhere**: Dex offers a browser extension that integrates with LinkedIn, Facebook, Gmail, and other platforms, allowing users to manage their relationships within their existing workflow. It also provides a mobile app for on-the-go relationship management.

**Private and Secure**: According to the vendor, Dex prioritizes user privacy and does not sell user data to third parties. It is supported by subscriptions, not ads, and users have full control over their data.

**Add Connections on the Spot**: Dex's browser extension allows users to add new connections directly from their LinkedIn, Facebook, or Twitter profiles, ensuring that contacts are not forgotten.

**Set Reminders**: Dex enables users to set keep-in-touch reminders, helping them stay connected with their contacts.

**Take Notes**: Dex provides a timeline feature where users can jot down notes about their interactions with contacts, aiding in remembering important details and conversations.

**Integrate Everywhere**: According to the vendor, Dex seamlessly integrates with various platforms, including LinkedIn, Facebook, Twitter, iCloud, and more, allowing users to consolidate their contacts and information.

Basic

Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.

Free Forever

CRM Bundle

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.

DanaHQ

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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Dex

Overview

What is Dex?