Name: Global CRM
Author: Global CRM I/S

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Interactive Application Security Testing (IAST)

Service Mesh

Software Repositories

WebOps

Development

Board Management

Business Intelligence (BI)

Collaboration

Contract Management

Email Spam Filter

Supply Chain Management

Enterprise

Accounting

Digital Banking

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bot Mitigation

Cloud Storage

Data Center Infrastructure Management

Data Observability

Data Privacy Management

Database Load Balancing

Desktop Outsourcing

Enterprise Architecture Management

Ethernet Switches

Fraud Detection

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Managed IT Service

Network Performance Monitoring

Network Simulation

NoSQL Databases

Packet Analyzer

Single Sign-On

Software Defined Storage (SDS)

Tape Storage

Wireless LAN

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Management

Email Marketing

Marketing Analytics

Marketing Automation

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Customer Service

Social Media Management

Social Media Monitoring

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Presales

Sales

Video Surveillance

Security

Construction Management

Equipment Rental

HIPAA Compliance

InsurTech

Investment Portfolio Management

Vertical-Specific

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Global CRM is a comprehensive customer relationship management (CRM) system designed to assist businesses of various sizes in managing their sales, marketing, customer service, and project management activities. According to the vendor, this solution caters to a wide range of professions and industries, including sales teams, marketing teams, customer service teams, project management teams, and finance teams.

## Key Features

**Sales Opportunity Tracking**: According to the vendor, Global CRM provides users with a clear overview of sales opportunities, enabling them to track the progress of each opportunity and determine the necessary steps to close the sale.

**Customizable Fields**: The vendor claims that Global CRM offers extensive customization options, allowing users to create and remove an unlimited number of fields in the system. This feature allows users to tailor the CRM system to meet the specific needs and processes of their individual company.

**Customer and Contact Management**: Global CRM serves as a centralized database for storing customer and contact information, enabling all employees to register changes and maintain an updated overview of customer history, as stated by the vendor.

**Efficient Quoting and Invoicing**: According to the vendor, Global CRM streamlines the process of creating and sending quotes, eliminating the need for Excel and Word templates. Users can easily convert accepted quotes into invoices with a single click.

**Project Progress Tracking**: Global CRM allows users to link projects to customers within the CRM system, providing a centralized overview of project progress, as claimed by the vendor. Users can create subtasks and assign them to responsible employees, facilitating effective project management.

**Integrated Helpdesk System**: The vendor states that Global CRM includes a helpdesk system, ensuring that customer issues are promptly addressed. Support tickets can be linked to customers, contacts, or projects, enabling efficient customer service.

**Flexible CRM Integration**: According to the vendor, Global CRM offers customizable export templates for data integration with other IT systems. Users can easily export data with just a few clicks or receive automatic data exports via email at regular intervals.

**Streamlined Workflows**: Global CRM offers automated workflows that save time and enhance customer interactions, according to the vendor. Users can define trigger actions and specify tasks for the CRM system to perform automatically, such as sending welcome emails to new customers.

**Calendar Synchronization**: The vendor states that Global CRM can be synchronized with MS Exchange, MS Office 365, or Google's Gsuite, allowing users to integrate their calendar solution with the CRM system for seamless scheduling and coordination.

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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.

Global CRM I/S

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.

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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Global CRM

Overview

What is Global CRM?