Name: itracEMS
Author: itracmedia

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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itracEMS is a marketing automation software designed to assist businesses in executing email and marketing automation programs. According to the vendor, it is suitable for agencies, media organizations, educational institutions, professional services firms, and SaaS and IT service providers. The software offers a range of features that cater to the needs of these industries, allowing them to streamline their marketing efforts and achieve better results.

## Key Features

**Agency Partner Marketing Automation Software**: Execute sophisticated email and marketing automation programs with a leading set of agency tools. Benefit from a comprehensive Marketing CRM with automation capabilities and a distributed pricing model that costs a fraction of the cost of competing solutions. No long-term contract requirements and dedicated Agency Support with a dedicated account manager.

**Media Publication Email & Marketing Automation CRM Software**: Monitor, maintain, and grow your audience while generating additional advertising revenue. Integrate targeted advertising opportunities in news or content updates and manage multiple publications or content channels together or as separate accounts. Track and understand audience behavior for relevant and contextual advertising opportunities. Set up content and interest tags for segmentation groups and seamlessly integrate with subscription management systems.

**Colleges, Universities & Higher Education Marketing Automation Software**: Effectively manage communications, touchpoints, and engagement from Admissions to Alumni. Track online and offline activity and student behavior in individual profiles and automate key steps in student recruitment, nurturing, and fundraising activities. Integrate with Student Management Systems to consolidate information and receive dedicated direct service and support.

**Professional Services**: Fill your sales funnel and close deals more effectively. Automate key steps in sales, marketing, and customer service processes and produce more engaging email marketing campaigns, newsletters, and templates. Connect with prospects at a deeper level through CRM system data and stay compliant with laws such as CASL, Can Spam, and PIPEDA. Increase leads and sales by capturing and nurturing leads and improve lead quality through relevant, personalized nurturing campaigns.

**SaaS & IT Services Email & Marketing Automation CRM Software**: Improve lead quality through personalized nurturing campaigns and help sales teams prioritize leads with lead scoring. Increase top-of-funnel activity through inbound and outbound programs and deliver personalized email marketing messages in real-time. Improve sales and support efficiency with marketing automation and produce more engaging email marketing campaigns, newsletters, and templates. Connect with prospects at a deeper level through CRM system data and stay compliant with laws such as CASL, Can Spam, and PIPEDA.

**Email Marketing Software & Campaign Tools**: Create professional, personalized email marketing campaigns and design and send responsive emails that view perfectly on all devices. Build and send personalized, responsive emails quickly and easily with a streamlined email creation process using the drag-and-drop email composer. Generate emails built on responsive templates for consistent viewing and personalize emails with customer merge fields for higher engagement. Test different subject lines, offers, and content with A/B testing and segment your audience based on behavior for targeted campaigns. Track email campaign impact with comprehensive reporting.

**CRM Software & Solutions for Sales & Marketing Teams**: Track prospects or customers and manage marketing, sales, or customer service activities with a 360-degree view of contacts using iProfile Manager. Send personalized emails directly from iProfile with real-time notifications and seamlessly integrate with existing CRM or business systems. Leverage lead scoring to prioritize and track engagement and manage tasks and follow-ups with task management capability. Harmonize offline and online activities for a full lead engagement picture and capture and optimize the sales negotiation process with Deal Tracker. Receive real-time summary reporting for quick assessment of contacts.

**Super-Charge Your Social**: Leverage social media as a powerful sales tool to engage your audience. Schedule posts in advance and publish across Facebook, Twitter, and LinkedIn. Integrate social sharing and build your followers while staying compliant with brand-approved messages.

**Integrations**: Sync Salesforce leads in real-time and automate tasks and triggers. Integrate with Office 365 and Outlook for email messaging and CASL compliance. Post directly to Facebook, track engagement, and sync followers. Manage Twitter follows, generate short URLs, and track clicks. Streamline LinkedIn activity by posting directly from itracEMS.

**CASL Compliance Management**: Manage CASL email marketing database and sales communication compliance. Validate every email sent by a salesperson to check for CASL consent status and automatically notify individuals when emails cannot be delivered due to lack of consent. Provide a comprehensive audit trail of consent capture forms and consent history.

Jumplead is an inbound marketing automation platform that offers email marketing, lead scoring, lead nurturing, landing pages, and contact management.

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Jumplead

ExpressPigeon is an email marketing system for small to medium sized enterprises from a relatively new (2011) company with an emphasis on look and viewability across multiple devices (i.e. mobile-accessibility) and browser compatibility. Beyond this, ExpressPigeon supports A/B testing and segmentation, for optimization and personalization, and is extensible via its API. A free version is available for contacting up to 500 subscribers, and 50% discounts are offered to non-profits who sign up for an annual plan. Three monthly plans ranging from about $10 to $20 per month round out the pricing options.

ExpressPigeon

itracEMS

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.

itracmedia

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.

itracEMS

Overview

What is itracEMS?