Name: Exsalerate CRM
Price: 19 USD
Author: Solution Source

Help Desk

Web and Video Conferencing

Customer Support

No-Code Development

Development

Admissions and Enrollment

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enterprise Content Management

Manufacturing Execution

PDF Editors

Privacy Policy Generators

Statistical Analysis

Visitor Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Referral

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Cloud Storage

Complex Event Processing

Composable Infrastructure

Configuration Management Databases

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Log Management

Network Operating Systems

Network Performance Monitoring

SIP Trunking

SOA Application Gateways

Telecom Expense Management (TEM)

Unified Communications Monitoring

Vendor Risk Management

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Channel Management

Content Management

Email Deliverability

Email Marketing

Employee Advocacy

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Writing and Proofreading Tools

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Social Commerce

Sales

Chargeback Management

Clinical Data Management

Construction Management

Fleet Management

Membership Management

Municipal

Online Fax

Restaurant POS

Roofing

Simulation

Text Analysis

Travel Agency

Warranty Management

Vertical-Specific

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Exsalerate CRM is a customer relationship management (CRM) software designed to assist businesses in acquiring and retaining customers. According to the vendor, this software is specifically tailored for small to medium-sized businesses and is utilized by various professions and industries, including sales teams, account managers, marketing professionals, service-based businesses, and e-commerce businesses.

## Key Features

**Sales Pipeline**: According to the vendor, users can create a repeatable and scalable sales process, track the progress of leads and opportunities, and gain visibility into the sales pipeline.

**Account Management**: The vendor claims that Exsalerate CRM allows users to group customers based on their last contact or invoice, easily identify customers needing follow-up or with outstanding invoices, and streamline account management to improve customer retention.

**To-Do List**: The vendor states that this software provides visual to-do lists to follow up on opportunities and retain existing customers, prioritize tasks with drag and drop functionality, and stay organized to ensure important follow-ups are not missed.

**Integrations**: According to the vendor, Exsalerate CRM can be connected with Xero, WorkflowMax, Gmail, Office 365, and more, providing users with an enterprise-level CRM solution. Users can access real-time sales information from Xero to make informed business decisions and create contacts and schedule follow-up activities directly from their Gmail inbox.

**Sync Contacts**: The vendor claims that Exsalerate CRM allows users to add customers directly to Xero and issue invoices. Changes made in Xero are automatically updated in Exsalerate CRM, keeping contact information synchronized across platforms.

**Comparative Invoice Data**: According to the vendor, users can view live data from Xero inside their CRM, identify companies that are spending more or less with their business, and make data-driven decisions based on comparative invoice information.

**Pipeline Management**: Exsalerate CRM offers customizable sales processes to match users' business needs, allowing them to track the progress of leads and opportunities through different stages. The vendor claims that users can gain insights into the sales funnel to identify areas for improvement.

**Mobile App**: Users can access Exsalerate CRM on the go with the mobile app, enabling them to stay connected and manage sales activities from anywhere. According to the vendor, users can update and view customer information in real-time.

**Reporting**: The vendor states that Exsalerate CRM enables users to generate detailed reports on sales performance, customer activity, and more. Users can analyze data to identify trends and make data-driven decisions. The reports can be customized to focus on the metrics that matter to the business.

**Google Calendar Integration**: According to the vendor, Exsalerate CRM allows users to sync their CRM activities with their Google Calendar. Users can schedule and manage appointments, meetings, and follow-ups seamlessly, ensuring they stay organized and do not miss important events.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Exsalerate 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.

Solution Source

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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Exsalerate CRM

Overview

What is Exsalerate CRM?