Name: Rockhopper CRM
Author: rockhopperCRM

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Cross-Browser Testing

Feature Management

Product Analytics

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Emissions Management

Payment Facilitation

Workflow

Enterprise

Accounting

Accounts Receivable

CTRM

Travel Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

API Management

Change and Configuration Management

Cloud Migration

Cloud Storage

Configuration Management

Data Deduplication

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Managed Public Cloud Infrastructure

Migration

Mobile Data Security

Mobile Identity

Network Performance Monitoring

SaaS Management

Sensitive Data Discovery

Software Composition Analysis (SCA)

Time Series Databases

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Email Marketing

Marketing Automation

Online Reputation Management

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Security

Aviation

Banking

Geographic Information

Insurance Agency Management

Insurance Claims Management

Physical Therapy

Vertical-Specific

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Rockhopper CRM is a software solution aimed at small to medium-sized businesses that offers a range of features to streamline and enhance business operations. According to the vendor, this CRM system caters to various professions and industries, including sales teams, marketing teams, service and support teams, financial and accounting professionals, and real estate professionals. With its robust features and user-friendly interface, Rockhopper CRM aims to help businesses effectively manage customer relationships and drive growth.

## Key Features

**Contact Manager**: According to the vendor, Rockhopper CRM provides a centralized repository for all contacts and accounts. Users can easily track contact details, historical activities, and future tasks. The system allows for the storage of important dates and correspondence, as well as the ability to connect related contacts. Additionally, users can set up multiple product lines for tracking upsells and cross-sales.

**Activities/Task Management and Calendar Integration**: The vendor states that Rockhopper CRM serves as a communication hub for all correspondence tied back to contacts. Users can document and track historical and future activities, connecting them to projects, opportunities, and time-sheets. The system also offers seamless integration with Microsoft Exchange server and Google Calendar.

**Geo Search**: According to the vendor, Rockhopper CRM includes a feature that allows users to find contacts located near scheduled appointments. This functionality aims to help users plan trips efficiently by maximizing client visits in the same area, saving time and resources.

**Sales Opportunities**: The vendor claims that Rockhopper CRM offers a comprehensive solution for managing potential business in the sales funnel. Users can create opportunities and define their value, track pipelines, associated activity sets, and probability of winning. The system also allows for forecasting close dates and generating opportunity reports for informed decision-making.

**Document Manager**: According to the vendor, Rockhopper CRM enables users to access important documents from anywhere, anytime. The system provides a secure online repository for storing all documents. Users can easily share documents or assign them to specific contacts. Integration with Windows File Manager allows for intuitive folder and file system selection.

**Time Tracking**: The vendor states that Rockhopper CRM includes a feature to track the amount of time devoted to client interactions. This functionality aims to provide valuable back-end resources for analyzing billable hours and enhancing the real-time invoicing system.

**Custom Reports**: According to the vendor, Rockhopper CRM offers the ability to generate comprehensive reports tailored to specific needs. Users can utilize both legacy reports for sales opportunities and activities, as well as create advanced reports for custom, tabular reports with advanced logic filters and summaries. The system also allows for scheduling reports and setting up smart alerts for timely insights.

**3rd Party Integrations**: Rockhopper CRM offers seamless integration with popular business tools and apps, according to the vendor. Users can set up connections with MS Exchange, Google Calendar, MS Dynamics, and more. The vendor also mentions that integration with Google Drive and QuickBooks is coming soon, aiming to enhance productivity and efficiency.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Rockhopper 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.

rockhopperCRM

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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Rockhopper CRM

Overview

What is Rockhopper CRM?