Name: projectfacts
Price: 29 USD
Author: 5 POINT

Help Desk

Web and Video Conferencing

Customer Support

Changelog

Mind Mapping

Mobile App Development

Development

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Enhanced 911 (E911)

Manufacturing Execution

Org Chart

Smart Spaces

VoIP

Enterprise

Accounting

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Credentialing

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Cloud Storage

Endpoint Encryption

Fraud Detection

HTML Editors

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Routers

SIP Trunking

Storage Area Network

System Monitoring

Technology Scouting Software

Traffic Switching

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audience Engagement

Content Management

Content Marketing

Customer Reference Management

Data Management

Digital Signage

Email Marketing

Marketing Automation

Online Reputation Management

Social Login

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Quote to Cash

Sales

Auto Repair

Emergency Notification

HIPAA Compliance

Home Health Care

Insurance Agency Management

Intelligent Document Processing

OSS/BSS (Operations Support/Business Support)

Retail Analytics

Smart Cities

Vertical-Specific

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projectfacts is an integrated solution designed to streamline and digitalize business processes. It offers a comprehensive set of features that cater to companies of all sizes, making it suitable for IT companies, agencies, management consultancies, personnel service providers, as well as marketing and distribution companies.

## Key Features

**Project Management**: According to the vendor, projectfacts provides an integrated system for efficient project planning, control, evaluation, and accounting. It allows users to plan times, resources, and milestones for projects while providing real-time monitoring of the project status. The warning system helps identify critical situations, and comprehensive reports and analyses enable continuous improvement of project performance.

**Accounting**: The vendor claims that projectfacts offers comprehensive support for financial processes from quotation to invoice. It provides the ability to invoice services and articles with different accounting rules, record and invoice all types of external costs, and includes integrated receivables management to save time and prevent missed invoices.

**Time Tracking**: projectfacts simplifies and streamlines time recording for employees, offering multiple options for time tracking, including a web application, smartphone app, and terminal. Users can create templates for recurring activities, establish a direct link between attendance times and project times, and generate performance records and billing with just a push of a button.

**Ticket System**: According to the vendor, projectfacts elevates customer service with its ticket system. It provides different channels for order and structure in customer requests, warnings for exceeded response times to prevent forgotten requests, and seamless integration of tickets with projects and digital customer files. Additionally, users can record times directly on tickets for easy invoicing.

**Human Resources (HR)**: The HR module in projectfacts streamlines various HR processes, including recruiting and CRM with partner companies. It enables intelligent planning of projects and automatic staffing adjustments, offers competent back office support for management consultancies, and optimizes sales processes with a CRM system that includes quotations and follow-ups.

**CRM Software**: projectfacts offers a comprehensive CRM solution with a digital customer file that provides a complete view of customers and their communication history. It optimizes sales processes with features like quotation creation and tracking, follow-ups, and campaigns to reach potential customers. The CRM software also integrates with tickets, invoices, and service notes, and provides customizable dashboards and agile methods for efficient customer management.

**Collaboration**: projectfacts serves as an all-in-one system for coordinating tasks, staff, and resources. It seamlessly integrates classic and agile project management methods, ensuring the seamless interlocking of all business processes with intelligent links. Users can benefit from individual dashboards and smart tools to support their daily tasks, and cloud access enables viewing and controlling business processes from anywhere.

**Agile Working**: projectfacts supports agile project management methods, improving overall efficiency. It allows users to coordinate tasks, staff, and resources in a single tool, integrates project times and invoicing for streamlined processes, and supports both classic and agile project management approaches. The system also provides reports and analyses to identify areas for improvement.

**Look & Feel**: projectfacts offers a user-friendly interface with intuitive navigation, ensuring ease of use for all users. It provides customizable dashboards for personalized views, supports mobile and cloud access for remote work, and employs intelligent workflows to automate standard tasks. Additionally, the system offers intelligent reports and analytics for better decision-making.


Basic

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

projectfacts

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.

5 POINT

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.

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.

projectfacts

Overview

What is projectfacts?