Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Top Performing Features
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Cat avg: 8.3
Opportunity management
Users can track deals and create quotes.
Cat avg: 8.5
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.
Cat avg: 8.3
Worst Performing Features
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Cat avg: 8.1
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.
Cat avg: 8.2
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Cat avg: 7.9
Gold-Vision Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
10+25%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 8.3
Opportunity management
Users can track deals and create quotes.
Category average: 8.5
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.
Category average: 8.3
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.9
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 8
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
10+20%
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 8.2
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
9.5+19%
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.8
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 8.1
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
9.5+20%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 8.4
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.
Category average: 8.2
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.
10+15%
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.
Category average: 8.7