Name: Edifybiz
Author: Enliten IT India

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Attendance Tracking

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Document Generation

File Sync

Enterprise

Accounting

CTRM

Cryptocurrency Mining

Financial Research

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Compliance

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Design

Cloud Data Warehouse

Cloud Storage

Container Management

DevOps

Fraud Detection

Hadoop-Related

IT Alert Management

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Mobile Data Security

Network Access Control (NAC)

Network Performance Monitoring

Phishing Detection and Response

Relational Database Management Systems

Requirements Management

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Automotive

Geographic Information

Hotel Management

Insurance Claims Management

Law Practice Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Telemedicine

Vertical-Specific

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EdifyBiz is a software solution designed to cater to various business requirements. According to the vendor, it offers possibilities, opportunities, evaluation, data handling, analysis, and more. With its user-friendly interface and summarized module dashboard, EdifyBiz aims to facilitate easy supervision of businesses from anywhere. This product is suitable for small to large-sized companies in professions and industries such as advertising/marketing, elevator, logistics, microfinance, and pharmaceuticals.

## Key Features

**Effortless Customer Management**: According to the vendor, EdifyBiz simplifies customer-related tasks and activities by providing a comprehensive view of customer information and ongoing projects through its dashboard. The follow-up dashboard is said to help users stay updated with due, done, future, and missed follow-ups.

**Business on Your Fingertips**: The vendor claims that EdifyBiz allows users to access and manage their business from anywhere and any device. The home dashboard offers a single-page view of tasks and ongoing projects, while the follow-up dashboard provides quick access to essential information.

**Maintain Hassle-Free Task-Force**: According to the vendor, EdifyBiz provides insights into the performance of running products in the market. It claims to offer data-driven analysis and insights for better decision-making. The product is said to provide a blueprint of the user's business for better understanding and evaluation.

**Marketing & Sales**: EdifyBiz is claimed to offer lead and opportunity management for efficient tracking of open and closed opportunities. The vendor states that users can analyze and evaluate leads using the lead heat map, and automate lead workflow management and assignment.

**Service and Support**: The vendor claims that EdifyBiz offers project management capabilities for planning, scheduling, and allocating resources. Users can track progress and analyze project performance with progress reports and management information services. The product is said to provide infographics for performance analysis and identifying critical paths.

**Inventory and Logistics**: EdifyBiz aims to simplify shipment and consignment tracking by allowing users to manage container volume and weight. The vendor claims that the product enables efficient product and stock management with batch and serial-wise handling. Users can track secondary sales and analyze consumption patterns with inventory tracking.

**HR Management**: According to the vendor, EdifyBiz streamlines the onboarding and induction process for new employees. It offers leave management with application, sanction, and calculation features. Users can customize payroll management with salary structures and components.

**Indenting**: EdifyBiz provides indent documentation for sourcing management and documentation, according to the vendor. Users can handle multiple lots against indents with lot management capabilities. The product also offers shipment and commission management for tracking and calculating commissions.

**Loan MIS**: The vendor claims that EdifyBiz offers loan management with customer profiles, disbursement status tracking, and financial document tracking. The product provides an interactive dashboard for file status and analytics. Users can handle loan-related documents in a paperless manner with the document management system.

**Add-Ons**: EdifyBiz includes a self-service portal for user-defined forms and management information system (MIS), according to the vendor. It allows for 3rd party API integration for lead generation and communication. The product also offers workflow management for process synchronization and collaboration. Users can gain insights through analytics and MIS with graphical representation of data and user-defined reports.

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Edifybiz

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.

Enliten IT India

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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Edifybiz

Overview

What is Edifybiz?