Name: Jarvis CRM
Author: The Scarpetta Group

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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### Sales Management
Users consistently highlight Jarvis CRM's sales management as a pivotal feature that streamlines their sales processes. The ability to generate quotes, track sales, handle sales contracts, and communicate effectively with clients has significantly improved their sales team's efficiency. Despite some limitations in communication between sales agents, the overall consensus is that Jarvis CRM excels in enhancing sales management operations.

### Marketing Campaigns
Reviewers consistently highlight Jarvis CRM's marketing campaigns as a key strength, emphasizing its efficiency in tracking email campaigns and managing various marketing initiatives. Users appreciate the platform's capability to streamline marketing processes, enhance communication with clients, and drive sales through targeted campaigns. The consensus among users is that Jarvis CRM's marketing campaigns feature significantly contributes to their overall success in managing contacts, sales, and projects effectively.

### Email and Communication Tracking
Users appreciate Jarvis CRM's email and communication tracking capabilities for streamlining their processes, enabling them to send and track email campaigns efficiently. The system's ability to generate reports and manage sales activities while facilitating basic project management tasks has garnered positive feedback. Additionally, users find the platform's email functionalities to be versatile and conducive to enhancing their marketing efforts.

### Customization and Adaptability
Users consistently praise Jarvis CRM's customization and adaptability features, highlighting its ability to tailor to specific business requirements. The platform's flexibility in custom development and ease of customization have been lauded by reviewers, emphasizing the convenience of adapting the system to meet unique needs. Additionally, users in diverse industries, such as healthcare, have found value in Jarvis CRM's adaptability to evolving business landscapes, showcasing its versatility in accommodating changing requirements. The sentiment across reviews indicates a strong appreciation for Jarvis CRM's customization capabilities, underscoring its importance in enhancing user experience and operational efficiency.

Jarvis CRM is positioned as a comprehensive Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solution by The Scarpetta Group, Inc. The vendor claims that it is designed to streamline business processes and enhance customer relationships. According to the vendor, Jarvis CRM offers a centralized platform for managing leads, sales, marketing, projects, and user activities. It is said to be suitable for businesses of all sizes, from small startups to large enterprises. The product is targeted at various professions and industries, including advertising, construction, education, government, and insurance.

## Key Features

**Customer Relationship Management**: According to the vendor, Jarvis CRM provides tools for managing customer relationships, including lead management, contact management, and communication tracking. Users are able to qualify leads, create touchpoints, and schedule follow-up tasks to ensure effective customer engagement. The system allows for the easy management of companies, contacts, and contracts, with the ability to store documents for quick access.

**Sales Management**: The vendor claims that Jarvis CRM empowers sales teams to manage opportunities, quotes, and sales orders. Users can track sales pipelines, set sales goals, and assign sales territories. The system allows for the creation of multiple quotes and the selection of the winning quote. Users can create implementation plans and track the progress of sales projects.

**Marketing**: Jarvis CRM is said to provide powerful marketing tools for effective communication with customers. Users can manage campaigns, create campaign actions, and interact with customers based on campaign responses. The system offers group management, allowing for syncing with SendGrid and mailing to specific groups. Users can create and customize email templates, track social media, and manage touchpoints.

**Project Management**: According to the vendor, Jarvis CRM includes a full suite of project management tools for efficient project planning and execution. Users can create project templates, manage tasks, and visualize project progress using Gantt charts. The system allows for resource management, risk planning, and an overview of project details. Users can track time and expenses associated with each project and send invoices for completed projects.

**User Dashboard**: Jarvis CRM provides a user-friendly dashboard that displays progress, appointments, and upcoming tasks, according to the vendor. Users can log time, record expenses, and track activities directly from the dashboard. The system offers calendar integration and syncs with Google Maps and Google Address Lookup. Users can set sales goals, manage user-level permissions, and access HR management modules.

**Integrations**: Jarvis CRM offers built-in integrations with popular services such as Google Maps, Google Address Lookup, QuickBooks Online, Claris Connect, and SendGrid, according to the vendor. Users can access data from these services directly within Jarvis CRM for streamlined productivity. The system can also be customized with additional integrations using APIs for fast and affordable customization options.

Jarvis CRM has proven to be a valuable tool for businesses across various industries, streamlining their CRM processes and solving a range of problems. Users have praised its ability to replace outdated methods like emails, spreadsheets, and paper notes with a more efficient system. With Jarvis CRM, users can easily keep track of sales and next steps, ensuring that no opportunities slip through the cracks.

One of the standout features of Jarvis CRM is its ability to send customized marketing emails, making it easier for users to connect with their contacts and uncover new business opportunities. By utilizing personalized email campaigns, businesses can effectively engage with their audience and nurture leads.

Another key use case for Jarvis CRM is in data sharing within work groups. The seamless integration with existing ERP databases allows for the easy transfer of client data, enabling teams to generate reports and analyze performance efficiently. This functionality not only improves collaboration but also enhances decision-making processes.

In specific industries like education and healthcare, Jarvis CRM offers tailored solutions. For educational institutions, the software serves as a centralized hub for managing student information, eliminating the need for manual record-keeping processes. In the healthcare field, it helps manage healthcare records and facilitates the transition to a paperless system.

Overall, Jarvis CRM excels in providing a single system for managing multiple aspects of a business's operations. From sales contracts and inventory control to handling quotes and generating invoices, users can customize the software to suit their unique needs. With its user-friendly interface and integration capabilities, Jarvis CRM minimizes administrative tasks and maximizes efficiency for businesses of all sizes.

Priority Matrix is a prioritization, collaborative, task management software used by more than 2500 businesses worldwide and 85,000 paid customers. Priority Matrix is used by customers who need visibility and alignment in team priorities. Priority Matrix uses the 4-quadrants to help customers prioritize by critical and urgency.

Norada Solve360

Jarvis CRM

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.

The Scarpetta Group

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.

Jarvis CRM

Overview

What is Jarvis CRM?