Help Desk

Web and Video Conferencing

Customer Support

Alumni Management

Education

AI Document Creation

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Enterprise

Accounting

Loan Origination

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Block Storage

Blockchain Analysis

Cloud Storage

Data Center Outsourcing (Canada)

Data Integration

Database Performance Monitoring

Debugging

Edge Computing

Electronic Data Interchange (EDI)

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

Load Balancing

Master Data Management (MDM)

Mobile Application Performance Monitoring  (APM)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SQL Server Performance Monitoring

Secure Access Control

Secure Web Gateway

Security Analytics

Security Awareness Training

Web Content Filtering

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Community

Content Management

Customer Journey Mapping

Digital Analytics

Email Marketing

Grant Management Software

Livestream

Marketing Automation

Predictive Analytics

Real-Time Interaction Management

Social Media Management

Survey & Forms Building

Tag Management

Usability Testing

Web Analytics

Marketing

Business Caller ID

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Predictive Sales Analytics

Sales Email Tracking

Sales

Card Management

Computer-Aided Design (CAD)

Dealer Management

Restaurant Management

Tour Operator

Vertical-Specific

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Screenful

Screenful Oy

### Sales Management
Users consistently praise Efficy CRM for its robust sales management capabilities. Efficy's sales management functionality is highly regarded for its ability to help users improve their sales processes, track sales activities effectively, and enhance customer interactions. The platform's sales funnel visualization, advanced search engine, and marketing automation features are highlighted as key strengths that contribute to driving sales and fostering customer satisfaction. Additionally, Efficy's intuitive interface and fast connectivity are commended for facilitating smooth sales operations and enabling users to stay ahead of the competition. Users appreciate the platform's structured approach to sales and marketing, which aids in cross-selling opportunities and provides a unified view of customers. Efficy's sales management tools are lauded for their efficiency in tracking sales activities, visualizing key performance indicators, coordinating marketing campaigns, and streamlining the quotation process. The platform's sales management capabilities are seen as instrumental in improving inter-team collaboration and operational efficiency within organizations.

### Marketing Automation
Efficy's users consistently praise its marketing automation capabilities. They highlight the platform's efficiency in increasing customer engagement and sales through its user-friendly interface and advanced search system. Users appreciate the ability to create and manage campaigns effectively, leading to better communication with customers and a competitive edge in the market. Efficy's modern system and fast connectivity are lauded for streamlining sales activities, improving KPI visualization, and enhancing marketing campaign coordination. The platform's marketing automation features are commended for simplifying email marketing and automating processes, ultimately contributing to increased sales and customer satisfaction.

### Document Management
Reviewers consistently praise Efficy's document management features for their user-friendly interface and the ease of sending various types of documents to clients and users. Users appreciate the organization and accessibility of digital documents, which enhances communication and streamlines business processes. The platform's document management capabilities are seen as a valuable asset for maintaining detailed records and facilitating efficient information sharing within the system.

### Customer Data Analysis
Users have expressed mixed feelings about Efficy's profile creation and data analysis features. While some find the platform's visualization and analysis of data to be correct and instantaneous, others have encountered challenges with the complexity of creating customer profiles. The system's numerous functions can lead to confusion and inefficiencies, making it essential for users to have a deep understanding of its capabilities to leverage it effectively for their needs. Efficy CRM's ability to facilitate collaborative projects and streamline communication within teams has been highlighted as a valuable asset by some users, enhancing project management and client follow-up processes.

### Data Visualization and Reporting
Users consistently highlight Efficy's data visualization and reporting as a standout feature, praising its ability to provide clear and accurate insights at a glance. The platform's visualization tools are commended for their user-friendly interface and efficiency in presenting complex data in a digestible format. Efficy's reporting capabilities are lauded for their precision and instant accessibility, allowing for effective monitoring and communication within projects. Clients appreciate the software's capacity to streamline processes and enhance project presentations through the integration of multimedia elements. Efficy CRM's data visualization and reporting functionalities are widely regarded as instrumental in facilitating informed decision-making and maintaining strong client relationships.

### Project Management
Users consistently praise Efficy's project management capabilities, highlighting its effectiveness in managing projects, enhancing project presentations, and facilitating collaborative projects. The software's ability to streamline project processes, improve project outcomes, and provide a platform for efficient communication and task tracking has garnered positive feedback from users. Efficy's project management features seem to be a strong asset for users seeking to optimize their project management workflows and achieve successful project outcomes.

### Task and Activity Tracking
The reviews highlight Efficy's task and activity tracking as a key strength, with users praising its ability to streamline project management and enhance team collaboration. Users appreciate the platform's features for scheduling tasks, monitoring activities, and facilitating communication among team members. Efficy's task and activity tracking capabilities are seen as instrumental in improving operational efficiency and ensuring that projects are completed successfully. The software's functionality in tracking tasks and activities is consistently commended for its user-friendly interface and comprehensive tools that support effective project planning and execution.

Cons:
1. Poor Technical Support: Some users have expressed frustration with the poorly developed and slow technical support provided by the platform, leading to delays in problem-solving.
2. Outdated Search Engine: Several reviewers have found the search engine to be outdated and slow, causing difficulties in finding the desired results.
3. Confusing for Non-CRM Users: The platform can be overwhelming and confusing for users without knowledge in CRM, as it offers many functions that may be difficult to navigate and understand. Reviewers have mentioned that the interface lacks user-friendliness and intuitive design, requiring additional time and effort to learn how to use it effectively.

Easy to use: Many users have found Efficy CRM to be very easy to use, especially for vendors. They have praised its user-friendly interface that allows for easy navigation and accessibility to product knowledge. This has resulted in a positive user experience and increased convenience for vendors.

Digital document management: The digital document feature in Efficy CRM has received high appreciation from users. It enables easy storage and access to customer documents, making it convenient to keep all relevant information organized. Users have mentioned that this feature significantly improves business processes and project management.

Affordable price: The affordable price of Efficy CRM is seen as a major advantage by users. It allows for more frequent usage of the service and can be easily adapted to meet different requirements. This makes it accessible to a wide range of businesses, contributing to its popularity among users.

Efficy has received several recommendations from users and customers. Here are the three most common recommendations:

1. Efficy is considered an ideal platform for improving commercial relations and obtaining full management of opportunities and contacts. Users appreciate the features that help them keep track of their activities and integrate with Office and SAP. This makes Efficy a suitable choice for small companies looking to streamline their operations.

2. Users have praised Efficy as a good competitor in front of big CRM editors. This recommendation highlights the platform's strengths and its ability to stand out among its competitors in the market.

3. Efficy is commended for its excellent integration with DMS (Document Management System) and Office. This feature enhances workflow efficiency by allowing users to seamlessly manage documents and collaborate within their existing systems.

It should be noted that while Efficy is recommended by users, some mention that it may take time, potentially up to a year, to effectively adapt all the components of the platform to their specific business needs.

Starter

Corporate

ExpressPigeon is an email marketing system for small to medium sized enterprises from a relatively new (2011) company with an emphasis on look and viewability across multiple devices (i.e. mobile-accessibility) and browser compatibility. Beyond this, ExpressPigeon supports A/B testing and segmentation, for optimization and personalization, and is extensible via its API. A free version is available for contacting up to 500 subscribers, and 50% discounts are offered to non-profits who sign up for an annual plan. Three monthly plans ranging from about $10 to $20 per month round out the pricing options.

ExpressPigeon

Norada Solve360

Efficy

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.

Efficy CRM Overview

Efficy CRM Philosophy : Deeper Customer Engagement

Efficy CRM - What is Efficy CRM ?

Cédric Pierrard, Efficy CEO, presents  Efficy CRM at Solvay Library. 

For more information: http://www.efficy.com

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.