Name: Saleswah CRM
Price: 15 USD
Author: Anwesha CRM

Help Desk

Web and Video Conferencing

Customer Support

Agile Development

Changelog

Image Recognition

JavaScript Frameworks

Development

K-12 Online Learning

Education

Business Intelligence (BI)

Collaboration

Corporate Performance Management (CPM)

Desktop Publishing

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Credentialing

HR Management

Leave Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Outsourcing (USA)

Data Lakehouse

Data Masking

Data Privacy Management

Ethernet Switches

Fraud Detection

IT Asset Disposal

IT Asset Management

IT Infrastructure Monitoring

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Security

Routers

Software Distribution

Tape Storage

Technology Business Management

Threat Hunting

Wireless LAN

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Brand Intelligence

Click Fraud

Content Management

Digital Signage

Email Management

Email Marketing

Graphics

Marketing Automation

Social Media Management

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Project Management

Video Conferencing

Professional Services

Customer Relationship Management (CRM)

Presales

Trade Promotion Management

Sales

Animation

Equipment Rental

InsurTech

Insurance Policy Administration Systems

Laboratory Information Management

Lease Management

Legal Billing

Vertical-Specific

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Saleswah CRM is a versatile customer relationship management software designed to streamline sales processes, track leads, nurture prospects, and facilitate efficient deal closures. According to the vendor, Saleswah CRM caters to businesses of all sizes, from small enterprises to large corporations. It is used by sales professionals, marketing teams, business development professionals, customer service teams, as well as IT and software companies. 

## Key Features

**Lead Management**: According to the vendor, Saleswah CRM allows users to capture and track leads from various sources, assign them to sales representatives, and qualify their potential for conversion.

**Deal Management**: Saleswah CRM enables users to track and manage sales opportunities throughout the entire sales cycle. Users can prioritize deals based on their stage and value, and schedule follow-ups to ensure timely actions.

**Task Management**: Users can create and assign tasks to team members, set due dates and priorities, and track the progress and completion of tasks using Saleswah CRM.

**Appointments**: Saleswah CRM provides features to schedule and manage appointments with prospects and customers. Users can also send automated reminders and notifications, and access appointment details on the go.

**Visits**: According to the vendor, Saleswah CRM allows users to plan and track field visits to meet with customers and prospects. Users can capture visit details and sync the information with the central CRM system.

**Marketing Campaigns**: Saleswah CRM offers functionality to create and manage email marketing campaigns. Users can track campaign performance and analyze results to refine marketing strategies.

**Quotations**: Users can generate professional-looking quotes using Saleswah CRM. They can customize quotes with product details and pricing, and track quote status.

**Alerts and Notifications**: According to the vendor, Saleswah CRM provides real-time alerts and notifications for important events and activities. Users can stay informed about new leads, assigned tasks, and upcoming appointments.

**Proposals**: Saleswah CRM allows users to create and send detailed proposals to prospects and customers. Users can customize proposals with branding and pricing information, and track proposal status.

Saleswah CRM has proven to be a valuable tool for managing customer details and resolving queries in a detailed manner. Users have found the application easy to use and appreciate its interesting features. The software can also be seamlessly combined with Office 365, providing users with a comprehensive and efficient solution. It has been particularly helpful in gathering first-hand information from executive visits, enabling users to stay up to date with important client interactions.

One of the key use cases of Saleswah CRM is its effectiveness in asset management and service level assurance for customers. With this software, users can easily manage assets and ensure timely service delivery, resulting in improved customer satisfaction. Lead management is also made easier with Saleswah CRM, offering a clear picture of budgets, decision makers, and estimated time for closure. Users appreciate how it simplifies the process of tracking sales and marketing activities within their company.

Managing customer contacts and communication effectively is another important use case of Saleswah CRM. Users have found it useful in reaching clients on committed dates and times, as well as for follow-ups. The user portal is user-friendly, although there have been some issues reported with simultaneous report generation for different users. However, overall, users have had a good experience with Saleswah CRM, finding it to be a valuable investment that provides excellent value for money.

While Saleswah CRM may not be suitable for larger companies requiring more complex systems like Salesforce or Microsoft, it serves as a great alternative for smaller users or businesses. Its ease of operation without requiring advanced training makes it accessible to a wide range of users. Additionally, the responsive support provided by the Saleswah CRM team has received positive feedback from users who appreciate their assistance in resolving any issues that arise.

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Saleswah 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.

Anwesha CRM

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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Saleswah CRM

Overview

What is Saleswah CRM?