Name: Revivo Cloud CRM
Author: Revivo Technologies

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Revivo Cloud CRM is a CRM software solution designed to assist businesses in managing customer interactions, streamlining sales processes, and enhancing customer satisfaction. According to the vendor, this CRM solution is suitable for both small to medium-sized businesses (SMBs) and larger enterprises. It caters to various professions and industries, including sales teams, customer service teams, marketing teams, e-commerce businesses, and professional services firms.

## Key Features

**Contact Management**: Revivo Cloud CRM provides a comprehensive contact management feature that allows users to efficiently store and organize customer information, including contact details, communication history, and notes. Users can easily search and access customer records, facilitating effective customer relationship management.

**Lead Management**: Businesses can effectively track and prioritize leads from acquisition to conversion using Revivo Cloud CRM. The software enables users to monitor the progress of leads through the sales pipeline, assign them to sales representatives, and improve conversion rates.

**Sales Pipeline Tracking**: Revivo Cloud CRM offers a visual sales pipeline that allows users to track the progress of deals and sales opportunities. Users can gain insights into each deal's stage, track related activities and tasks, and forecast sales revenue, aiding sales teams in prioritizing their efforts.

**Email Integration**: Seamlessly integrating with email platforms, Revivo Cloud CRM enables users to sync their email accounts and track email communications within the CRM system. This feature provides easy access to email conversations with customers, tracks email interactions, and maintains a centralized record of customer communications.

**Task Management**: The CRM software includes a task management feature that allows users to create and assign tasks to team members. Users can set due dates, add notes, and track task progress, ensuring important activities are not overlooked and deadlines are met.

**Reporting and Analytics**: Revivo Cloud CRM offers robust reporting and analytics capabilities, allowing users to generate customized reports and gain insights into sales performance, customer behavior, and overall business metrics. Users can track key performance indicators, analyze trends, and make data-driven decisions to optimize sales and marketing strategies.

**Workflow Automation**: The CRM software provides workflow automation features, enabling users to automate repetitive tasks and streamline business processes. Users can set up automated workflows for lead nurturing, customer onboarding, and follow-up activities, saving time and improving efficiency.

**Mobile Access**: Revivo Cloud CRM is accessible on mobile devices, allowing users to access customer information, manage tasks, and track sales activities on the go. The mobile app provides a user-friendly interface, ensuring users stay connected and productive, even when they are away from their desks.

**Integration Capabilities**: Revivo Cloud CRM seamlessly integrates with third-party applications and tools, such as email marketing platforms, e-commerce platforms, and accounting software. This feature facilitates workflow streamlining, eliminates data silos, and enhances productivity by connecting the CRM system with other essential business tools.

**Security and Data Privacy**: Revivo Cloud CRM prioritizes the security and privacy of customer data. The software employs industry-standard security measures, including data encryption, access controls, and regular data backups, ensuring the confidentiality and integrity of customer information.

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Revivo Cloud 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.

Hotel X an ecosystem of tech tools to support businesses in acquiring excellence in automation, execution,and exceptional business values. 

Revivo Technologies

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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Revivo Cloud CRM

Overview

What is Revivo Cloud CRM?