Name: PM AM CRM
Author: PM AM Corporation

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PM AM CRM is a customer relationship management software designed to bring efficiency and effectiveness to sales management. According to the vendor, this solution is targeted at small and medium-sized businesses across various industries, including sales, marketing, customer service, and manufacturing. PM AM CRM offers a range of features and capabilities that aim to streamline processes, improve lead generation, and enable reliable sales forecasts.

## Key Features

**Efficiency in Sales Management**: According to the vendor, PM AM CRM streamlines processes and automates repetitive tasks, aiming to eliminate the need for manual data entry and allowing sales professionals to focus on selling.

**Effective Lead Generation**: The software is said to capture and track leads from various sources, allowing users to create and manage lead lists, assign leads to sales representatives, and monitor progress.

**Reliable Sales Forecasts**: PM AM CRM provides real-time visibility into sales pipelines and opportunities, aiming to enable accurate sales forecasting. Users can track deal progress, forecast revenue, and analyze sales trends, according to the vendor.

**Customer Relationship Management**: PM AM CRM offers comprehensive customer relationship management capabilities, allowing users to store and manage customer information, track interactions, manage tasks and appointments, and collaborate on customer accounts, according to the vendor.

**Integration and Customization**: According to the vendor, the software can be integrated with other business systems, such as email clients, marketing automation tools, and ERP systems. It also provides customization options to tailor the software to specific business needs and workflows.

**Reporting and Analytics**: PM AM CRM provides robust reporting and analytics features, including pre-built reports and dashboards for sales performance, lead conversion rates, and revenue forecasting. Users can also create custom reports and perform ad-hoc data analysis, according to the vendor.

PMAM, the software for email and digital marketing, has proven to be a valuable tool in solving various business problems. Users have praised its ability to create email automations, allowing them to efficiently manage bulk emails while enhancing customer service quality. The software's intuitive dashboards have streamlined service teams, providing effortless tracking of service calls and ensuring prompt resolution of customer issues. Sales teams have also benefitted from PMAM by becoming more disciplined and accountable in their sales activities. 

Lead management has been made simple with PMAM, as users can effectively track the progress of leads and maintain a centralized database for all opportunities. The software's payment receipt records have greatly aided users in managing data and ensuring proper organization. By having access to real-time reports and contact data for approached companies, users are able to monitor sales activity effectively and make informed decisions. Moreover, PMAM's time-saving features and easy access to day-to-day reports have given users the freedom to focus on other important tasks. Overall, PMAM has proven instrumental in optimizing sales processes, prioritizing tasks, and generating valuable MIS for organizations.

Automation of Email Marketing and Customer Service: Several users have praised the software for its effective automation capabilities in email marketing and customer service, leading to improved quality of customer support and simplified digital marketing tasks. 

Mobile Application Accessibility: Many reviewers have appreciated the convenience of accessing and updating the software through mobile applications while working in the field. This feature has allowed engineers to easily manage their tasks on-the-go, enhancing productivity.

Simplified Work Procedures and Data Management: Users have found the software easy to use, simplifying daily work procedures such as product selection and amount calculations. Additionally, it has proven to be a handy tool for saving and managing various types of data related to customer meetings, stock, lead tracking, and analyzing sales team performance.

Dated and Not User-Friendly: Several users have expressed dissatisfaction with the software, stating that it feels outdated and lacks user-friendliness. They have encountered difficulties in navigating the interface and have found it necessary to make small adjustments to suit their needs.

Lengthy Process for Sending Quotations: Some users have mentioned that sending quotations to customers is a time-consuming task. They have reported that slow internet speed further hampers this process, causing delays and frustration.

Lack of Duplicate Recognition and Search Function: Users have pointed out two related issues - the software's inability to automatically recognize duplicate entries and the absence of a search function for retrieving information based on contact numbers or emails. This has made data management more challenging for these users.

PM AM Corporation is a global information technology company headquartered in Dallas, Texas.  Through our additional offices in Houston, TX, and Mumbai.PM AM CRM is a SaaS for Customer Relationship Management and Sales Force Automation.This application provides enhanced ability to qualify leads, track customer interaction and manage campaigns.

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PM AM CRM

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.

PM AM Corporation

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.

Security

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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PM AM CRM

Overview

What is PM AM CRM?