Name: Partner Insight
Author: Partner Insight

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Innovation Management

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enterprise Feedback Management

Operational Analytics

Project Portfolio Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Investor Relations

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Cloud Storage

Custom Software Development Services

Database Performance Monitoring

Endpoint Security

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Release Management

SIP Trunking

Software Composition Analysis (SCA)

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Creative Collaboration

Email Marketing

Gamification

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Wireframing

Writing and Proofreading Tools

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

GDPR Compliance

Security

3D Modeling

Architecture

Aviation

Internet of Medical Things

Membership Management

Municipal

Oil and Gas

Roofing

Vertical-Specific

medium

M2E Cloud

Inventory Management

aPlus+ Attendance, from Cobek Software, offers a selection of attendance solutions from 'off the shelf' to more complex integrated systems. Options can be configured to integrate with an existing system.

aPlus+ Attendance

Attendance Tracking

Cobek Software

large

KindLink, from the company of the same name in London, is presented as a platform where businesses and charities connect and manage their corporate social responsibility, fundraising, volunteering, donor CRM, and measure and share their sustainability impact.

KindLink

Corporate Volunteering

Alert Rental Software in Colorado Springs boasts installation and successful operation in hundreds of the world’s best-automated construction, general tool, and event equipment rental companies, writing millions of rental contracts annually.  Alert is a rental software provider, doing business throughout North America, the Caribbean, and several other countries.

Alert Startup Subscription

Alert Fundamentals

Alert Summit

Alert Rental

Equipment Rental

Based in Silicon Valley, AnChain.AI is a blockchain analytics company that specializes in AI-powered platforms. AnChain.AI provides around-the-clock protection, securing crypto exchanges, protocols, and DApps worldwide for several millions of dollars in weekly transaction amounts. The Situational Awareness Platform (SAP) proactively protects crypto assets by providing proprietary artificial intelligence, knowledge graphs, and threat intelligence on blockchain transactions. The vendor states the SAP can also detect and predict vulnerabilities and threats before they occur, enabling businesses to take proactive action.

AnChain.ai

Blockchain Analysis

small

The Org

Org Chart

Orgio, Inc.

Mavenir, headquartered in Richardson, Texas, offers CloudRange, a network function virtualization (NFV) option. CloudRange allows CSPs to realize additional revenue streams by launching and scaling new services.

Mavenir CloudRange (discontinued)

Network Function Virtualization (NFV)

CloudRange Mavenir CloudRange (discontinued)

Discontinued Products

CMIT Solutions headquartered in Austin offers CMIT Email Security, to block or prevent transmission of inbound or outbound unsafe and undesirable emails.

CMIT Email Security

Secure Email Gateway

Anti-malware

Customizability

Data Loss Protection

Threat Detection

Sandboxing

End-to-End Encryption

Management Tools

CMIT Solutions

EventsWallet

Event Management

TurnKey Lender

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

PinPoint Document Management Software (DMS)

Document Management

PinPoint DMS PinPoint Document Management Software (DMS)

LSSP Corporation (PinPoint DMS)

Free

SOLO

TEAM

ADVANCED

Attach

Sales Enablement

Cirrus Insight

Assistive CRM

Sales Force Automation

CRM Project Management

CRM Reporting & Analytics

Customization

Platform

Quote & order management

Interaction tracking

Channel / partner relationship management

Lead management

Task management

Forecasting

Pipeline visualization

Customizable reports

API for custom integration

Mobile access

Role-based user permissions

Reporting

Assistive

Partner Insight

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.

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.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

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.

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.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

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.

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Web-Based

Partner Insight

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Pricing

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Attach

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Assistive CRM

What is Assistive CRM?

Product Details

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Comparisons

Compare with

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KindLink

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AnChain.ai

The Org

CloudRange

CMIT Email Security

EventsWallet

PinPoint DMS

Reviews