Name: Orax SDI
Price: 58 USD
Author: Orax Solutions

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

Development

Business Intelligence (BI)

Collaboration

Enterprise Feedback Management

Interactive Voice Response (IVR)

Manufacturing Execution

Payment Facilitation

Supply Chain Management

Enterprise

Accounting

CTRM

Corporate Performance Management (CPM)

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

HR Compliance

HR Management

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Enterprise Flash Array Storage

File Sync and Share

Fraud Detection

High Availability Cluster

In-Memory Databases

Integration Platform as a Service (iPaaS)

Internet Security

Network Operating Systems

Network Performance Monitoring

Remote Monitoring and Management

SaaS Management

Software Defined Storage (SDS)

Threat Hunting

User Virtualization

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Signage

Email Deliverability

Email Marketing

Graphics

Headless CMS

Marketing Automation

Online Reputation Management

Retail Media Advertising

Social Media Management

Social Media Publishing

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Intrusion Detection

Security

Auto Repair

Building Information Modeling (BIM)

Construction Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Insurance Agency Management

Investment Portfolio Management

Law Practice Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Vertical-Specific

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Easy to Use Across Different Devices: Users have consistently praised Orax SDI for its ease of use across different devices, allowing them to manage their entire business seamlessly. Multiple reviewers have mentioned how they can access and utilize the software on various platforms, from desktop computers to smartphones and tablets. This flexibility has been highly appreciated by users who value the convenience and accessibility it provides.

Reliable Metrics and Accurate Reporting: The reliability and accuracy of the metrics provided by Orax SDI have impressed clients, resulting in high satisfaction levels. Several reviewers have highlighted how the software's reporting capabilities provide them with valuable insights into their business operations. They appreciate the precise data that enables informed decision-making and motivates them to renew their support contracts with Orax SDI.

Effective Customer Relationship Management Features: Users value Orax SDI's ability to set reminders and ensure follow-up with customers, as it greatly aids in maintaining good customer relationships. It allows businesses to stay organized, prompt in responding to client inquiries or issues, and proactive in nurturing customer connections. The user-friendly interface makes it easy for multiple reviewers to utilize these features effectively without extensive training or technical knowledge.

Difficulty in Locating Links: Several users have found it challenging to locate certain links within the software, requiring them to spend extra time getting accustomed to the navigation. 

Issues with Time Logging via Email Comments: Users have encountered problems when trying to log time against comments sent via email, and as a workaround, they had to create batch tasks.

Inability to Adjust Start Times or Reschedule Appointments: Some users expressed frustration with the software's limitation of not being able to adjust start times or reschedule appointments without deleting them entirely, which can be inconvenient and time-consuming.

Orax SDI has proven to be a valuable tool for businesses across various industries, offering a wide range of use cases that have enhanced productivity and streamlined operations. Users have found that the software's user-friendly interface and comprehensive functionality make it easy to manage different areas of their business, from production to service desk management.

One key use case of Orax SDI is its ability to provide real-time backup, allowing users to seamlessly pick up where they left off, even if they stop halfway through a task. This feature has been praised by users, as it ensures that no progress is lost and enables efficient workflow management.

Another notable use case of Orax SDI lies in its reporting capabilities. The software impresses clients by generating up-to-date reports with graphs, charts, and detailed statistics without the need for manual editing. This not only saves time but also provides clients with accurate and current information about their business.

Additionally, users appreciate the software's communication features and task notifications. With Orax SDI, teams can communicate more effectively and stay on top of their tasks. Users receive notifications for overdue tasks that require their attention, ensuring that nothing falls through the cracks.

Moreover, Orax SDI serves as a valuable learning tool for businesses. Users who are still learning about their company's operations and common customer issues find the software extremely helpful. It offers insights into company functions like CRM, sales force excellence, finance, operations, HR, and payroll - all within one platform.

Overall, Orax SDI has proven to be a reliable and efficient solution for businesses seeking to automate processes, enhance communication, and improve overall workflow. Its user-friendly interface, real-time backup feature, reporting capabilities, and seamless integration make it an essential tool for industries such as IT consultancy, technical support, professional training, and marketing agencies.

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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.

Orax Solutions

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.

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