Name: Innervex CRM
Author: Innervex Technologies Pvt. Ltd.

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Mobile App Development

Push Notifications

WebOps

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Communications Platform as a Service (CPaaS)

Email Spam Filter

Org Chart

Visual Collaboration

Enterprise

Accounting

Expense Management

Loan Origination

Payment Orchestration

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Leave Management

On-Demand Payment

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Application Server

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Data Observability

Data Pipeline

Distributed Denial of Service (DDoS) Protection

Enterprise Architecture Management

Fraud Detection

Hosted Virtual Desktop

IT Operations Analytics

Industrial IoT

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Interoperability

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Process Mining

Relational Database Management Systems

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Digital Analytics

Email Marketing

Heatmap and Session Recording

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Certificate Lifecycle Management

Security

Construction Accounting

Library Management

Utilities

Vertical-Specific

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Innervex CRM is a customer relationship management (CRM) solution offered by Innervex Technologies Pvt. Ltd. that aims to manage and nurture a company's interactions with customers and sales prospects. According to the vendor, this CRM system enables businesses to analyze customer behavior and value, focusing on customer relationship management. It is designed for small, medium, and large-sized companies across various professions and industries, including sales and marketing professionals, customer service representatives, business development managers, as well as retail, e-commerce, and financial services industries.

## Key Features

**Customer Relationship Management**: According to the vendor, Innervex CRM focuses on managing and nurturing a company's interactions with customers and sales prospects. It is said to enable businesses to analyze customer behavior and value, aiming to build and maintain strong customer relationships.

**Marketing Automation**: The Marketing Automation Module of Innervex CRM, as claimed by the vendor, creates a beneficial bind between service and sales organizations. It identifies market segments and targets them in various ways, such as by name, location, and buying habits. The CRM system also provides analytical modules to support reporting and forecasting of customer behavior.

**Sales Force Automation (SFA)**: Innervex CRM's Sales Force Automation (SFA) module, according to the vendor, automates the sales cycle by linking various teams. It is said to increase communication and efficiency between sales and support teams, streamlining processes related to outside sales, inside sales, technical support, management, and customer care.

**Customer Service and Support**: The Customer Service and Support module of Innervex CRM, as stated by the vendor, aims to help businesses understand their customers better. It facilitates the capture, consolidation, analysis, and distribution of data from existing and potential customers, supporting processes throughout the marketing, sales, and service stages.

**Partner Management**: According to the vendor, Innervex CRM's Partner Management module supports the management of partners. It provides functionality for partner information management, opportunity and lead tracking, and assignment. The vendor claims that it offers pre-designed partner management reports and tools to implement best practices.

**Contract | AMC Management**: The Contract/AMC Management module of Innervex CRM, as claimed by the vendor, enables organizations to effectively manage contract and AMC lifecycles. It supports contract creation, modification, expiration, renewal, and multiple currencies. The CRM system provides a user-maintainable library of pre-designed contract templates and tools for contract management activities.

**Project / Implementation**: According to the vendor, Innervex CRM's Project/Implementation and Team Management module helps organizations manage implementation/project lifecycles. It supports project kick-off, role definition, personnel assignment, execution, and completion. The CRM system allows for user-definable rules and workflow for effective project management.

Innervex CRM enables the company to analyse the behaviour of customers and their value. A modular solution, the Innervex CRM Sales Force Automation (SFA) module is the automation of the sales cycle by linking the outside sales, inside sales, technical support, management, and service and customer care. The goal is to increase communication and hence efficiency between sales and support teams.

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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.

Innervex Technologies Pvt. Ltd.

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Innervex CRM

Overview

What is Innervex CRM?