Name: Second CRM
Author: Soft Solvers Solutions

Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

Higher Education

K-12 Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

File Sharing

Smart Spaces

Streaming Analytics

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Cost Management

Cloud Storage

Data Preparation

Debugging

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Managed Hosting

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Runtime Application Self-Protection

Secure Web Gateway

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Community

Content Experience

Content Management

Creative Collaboration

Customer Journey Mapping

Digital Asset Management

Email Marketing

Marketing Automation

Online Proofing

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Content Management

Sales

Chiropractic

Civil Engineering

ID Card

Moving Software

Nonprofit Fundraising

Oil and Gas

Tax Practice Management

Vertical-Specific

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Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

Free Forever

CRM Bundle

HubSpot CRM

Second 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.

Complete view of customers, including activity history, key contacts, customer communications, and internal account discussions.

Insight through every case, from every customer, every time from multiple support channels.

Dashboards offer a real-time picture of business at a glance.

Schedule, share, track and follow-up events and to-dos.

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Soft Solvers Solutions

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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Second CRM

Overview

What is Second CRM?