Name: ServitiumCRM
Author: Path Infotech

Help Desk

Web and Video Conferencing

Customer Support

PHP Frameworks

Virtual Reality

Development

Academic Advising

Classroom Management

Learning Management

Online Learning

Education

Business Intelligence (BI)

Collaboration

VoIP

Workspace Planning

Enterprise

Accounting

Digital Banking

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Leadership Development

Payroll

Professional Employer Organizations (PEO)

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Change and Configuration Management

Cloud Storage

Configuration Management Databases

Data Masking

Fraud Detection

High Availability Cluster

Incident Response

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

IoT Security

Log Management

Network Performance Monitoring

Storage as a Service (STaaS)

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Data Management

Email Deliverability

Email Marketing

Marketing Automation

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Swag Management

Video

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Gamification

Sales Performance Management

Sales

Intrusion Detection

Security

Aviation

Direct Secure Messaging

Fleet Management

Geographic Information

Legal Billing

Membership Management

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate

Rental Property Management

Vertical-Specific

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ServitiumCRM is a customer service platform offered by Path Infotech Ltd. According to the vendor, it aims to help organizations transition from reactive to proactive to predictive customer service and support. The platform is designed to digitalize end-to-end after-sales processes for organizations of all sizes, ranging from small businesses to large enterprises. It is targeted at professionals in customer service, sales, marketing, IT, and the hospitality industry.

## Key Features

**Modern Customer Service Platform**: According to the vendor, ServitiumCRM enables organizations to transition from reactive to proactive to predictive customer service and support. It aims to improve user experience, increase employee productivity, achieve higher customer retention, and build trusted relationships with customers by digitalizing end-to-end after-sales processes.

**Consistent Customer Service**: The vendor states that ServitiumCRM helps organizations provide consistent customer service across every touchpoint. By capturing each customer interaction and analyzing the data throughout the customer lifecycle, organizations can better understand customer behavior and provide personalized experiences.

**Efficient and Responsive Service**: According to the vendor, ServitiumCRM streamlines customer service processes and workflows, reducing manual effort and improving operational efficiency. The platform automates repetitive tasks, simplifying processes and increasing employee productivity, enabling organizations to respond quickly and effectively to customer inquiries and requests.

**Improved User Experience**: ServitiumCRM aims to enhance the user experience by providing personalized and tailored services to customers, according to the vendor. By analyzing customer data and insights, organizations can better understand customer needs and preferences, leading to improved customer satisfaction.

**Higher Customer Retention**: The vendor claims that ServitiumCRM helps organizations build trusted relationships with their customers, leading to higher customer retention rates. By providing proactive and predictive customer service, organizations can anticipate customer needs and address issues before they arise.

**Digital Transformation and Customer-Centric Environment**: According to the vendor, ServitiumCRM lays the foundation for organizations looking to embark on digital transformation and create a customer-centric environment. The platform provides rich feature functionality, enabling organizations to build a dynamic service ecosystem and gain deeper insights to improve business processes and workflows.

**Customizable Workflows and Processes**: ServitiumCRM offers customizable workflows and processes that can be tailored to meet the specific needs of each organization, according to the vendor. This flexibility allows organizations to align the platform with their unique business requirements and optimize their customer service operations.

**360-Degree View of Customers**: According to the vendor, ServitiumCRM provides a comprehensive view of each customer, consolidating all relevant information in one place. This 360-degree view enables organizations to understand each customer's history, preferences, and interactions, empowering them to provide personalized and targeted services.

**Real-Time Analytics and Insights**: ServitiumCRM offers real-time analytics and insights, allowing organizations to monitor and measure their customer service performance, according to the vendor. By analyzing data and metrics, organizations can identify areas for improvement, make data-driven decisions, and continuously enhance their customer service operations.

**Multi-Channel Support**: ServitiumCRM supports multiple communication channels, including phone, email, chat, and social media, according to the vendor. This enables organizations to provide seamless customer service across various platforms, meeting customers' preferences and ensuring consistent support experiences.

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Copper

ServitiumCRM

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

Path Infotech

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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ServitiumCRM

Overview

What is ServitiumCRM?