Communications Outsourcing

Customer Identity and Access Management (CIAM)

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Java Technologies

Kubernetes Monitoring

Service Mesh

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Diagramming

Project Portfolio Management

Smart Spaces

VoIP

Enterprise

Accounting

Corporate Performance Management (CPM)

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Infrastructure

Bot Mitigation

Cloud Brokers

Cloud Storage

Data Masking

Desktop Management

Ethernet Switches

Fraud Detection

HTML Editors

IT Asset Management

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Machine Learning

Network Performance Monitoring

Object Storage

Routers

SIP Trunking

Technology Business Management

Threat Hunting

Vector Databases

VoIP Monitoring

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Content Management

Email Management

Email Marketing

Marketing Automation

Social Login

Social Media Management

Survey & Forms Building

URL Shorteners

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Auto Repair

Building Information Modeling (BIM)

Emergency Notification

HIPAA Compliance

PCB Design

Public Sector Software

Retail Analytics

Scholarship Management

Vertical-Specific

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### Sales Performance Management
Users generally appreciate Inception CRM's comprehensive sales performance management capabilities. The system is praised for providing fast, accurate, and objective information about the efficiency and effectiveness of sales teams. Users find the platform user-friendly and easy to navigate, allowing for quick access to essential sales data. Additionally, the system's ability to help plan and manage priorities with individual customers and accounts is highlighted as a valuable feature. The modularity and simplicity of the system are commended for saving time and being user-friendly for both sales representatives and managers. The flexibility to add new modules and update the platform is seen as a significant advantage, enabling users to tailor the system to their specific needs.

### Field Sales Support
Users appreciate Inception CRM's field sales support for its ability to streamline processes and provide a comprehensive overview of sales force activities. The system's campaign management tools are particularly lauded for facilitating cross-selling and loyalty management. However, some users have raised concerns about the complexity of the software interface and limitations in accessing data for inactive users. Despite these drawbacks, the consensus remains positive regarding the system's effectiveness in supporting field sales operations.

### Data Analysis and Reporting
While users appreciate Inception CRM's data analysis and reporting capabilities for their ease of use and clear presentation of sales data, there are some concerns raised regarding the software's occasional slowness, particularly when handling large volumes of data. Additionally, users have expressed a desire for more user-friendly options when exporting reports to Excel format. Despite these minor drawbacks, the system is commended for its modern interface and the ability to provide valuable analytics for monitoring key metrics.

### Order and Billing Management
Users generally appreciate Inception CRM's order management features for streamlining sales processes and client development. While some users find the transfer shop tool beneficial for placing orders efficiently, others express concerns about the multi-step process involved. Despite differing opinions on the user interface, the overall consensus leans towards the system's ability to enhance order management effectiveness.

Easy to Use and Navigate: Many users have praised Inception CRM for its user-friendly interface and easy navigation. Users find the abundance of drop-down menus helpful in quickly moving from page to page. The software's intuitive design and wide range of modules make it easy for users to understand and utilize all the available options. 

Effective Sales Analysis: Several reviewers have appreciated the software's clear visibility into customer and sales data, as well as its integration with business portals. Users find the export options and sales analysis features well-integrated, allowing them to analyze their sales performance effectively. This helps businesses make informed decisions based on accurate information.

Outstanding Support: Users have expressed their satisfaction with the exceptional support provided by Inception CRM's vendor. The vendor understands the complexities of the pharmaceutical market and aligns with customers' expectations. This level of support ensures that users receive timely assistance when needed, enhancing their overall experience with the software.

Poor Customer Search and Filter Options: Several users have expressed frustration with the customer search and filter options, stating that they are inadequate for efficient information retrieval. 

Non-Intuitive Process of Adding New Customers: According to one user, the process of adding new customers is not intuitive and could be improved to enhance user experience.

Lack of User-Friendly Interface: Some users have mentioned the need for a more user-friendly interface, despite acknowledging good analytics and quick response times in the software.

Inception CRM has proven to be a reliable solution for call recording, ensuring that important conversations are adequately documented. Users have reported high satisfaction with the program, leading to a happy and productive team. With its easy-to-use interface and excellent support for issue resolution, Inception CRM makes it effortless to manage sales force activities and achieve desired results. Furthermore, the comprehensive overview of sales activities provided by the system allows for clear segmentation and analysis of sales results, enabling businesses to make informed decisions based on data-driven insights.

One of the key use cases of Inception CRM is its ability to integrate well with business portals and offer good Ecommerce capabilities. This ensures seamless connectivity between different systems and streamlines the process of identifying potential customers and planning effective business trips. Additionally, the software facilitates sales data comparison, client sales development, and order management, allowing businesses to efficiently manage their relationships with smaller wholesalers and warehouse operations.

Inception CRM also supports territory management and reporting, aiding in business route planning and identification of potential customers. It assists in regional analyses and process optimization in the field, providing valuable insights for decision-making. The clear and easy-to-use features enhance daily work for sales planning and achieving results.

Moreover, the software enables consistent monitoring of return on investments through monthly billing reports. This feature empowers businesses to track their financial performance closely and make necessary adjustments as needed. Lastly, it is worth noting that Inception CRM has been used successfully for 14 years without any problems in hospitals and pharmacies, providing quick access to sales data when needed.

Overall, Inception CRM offers a user-friendly experience combined with robust functionality to effectively manage sales force activities, analyze sales results, identify potential customers, optimize processes, and track return on investments. Its integration capabilities, coupled with excellent customer support, have made it a valuable tool for businesses across various industries over the years.

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

Inception CRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

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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