Name: Simpleview CRM
Author: Granicus

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Automation Testing

Feature Management

Virtual Reality

Development

AI Document Creation

Business Intelligence (BI)

Calendar

Collaboration

Communications Platform as a Service (CPaaS)

Environmental, Social, and Governance (ESG)

Enterprise

Accounting

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Block Storage

Blockchain-as-a-Service (BaaS)

Cloud Storage

Debugging

Deception Technology

Electronic Data Interchange (EDI)

Fraud Detection

Function as a Service (FaaS)

Industrial IoT

Integration Platform as a Service (iPaaS)

Monolithic Frame-based Disk Arrays

Network Attached Storage

Network Behavior Analysis

Network Performance Monitoring

Secure Access Control

Security Analytics

Security Awareness Training

Service Desk Outsourcing

Value-Added Resellers (VARs)

Wireless WAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Community

Content Experience

Content Management

Ecommerce Personalization

Email Marketing

Influencer Marketing

Marketing Automation

Product Information Management (PIM)

Social Media Management

Survey & Forms Building

Usability Testing

Video Streaming

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

AI Sales Agent

Customer Communication Management

Customer Relationship Management (CRM)

Predictive Sales Analytics

Sales Email Tracking

Sales Performance Management

Sales

Cloud Security Posture Management

Microsegmentation

Security

Dealer Management

Equation Editors

Fleet Management

Revenue Cycle Management (RCM)

Warranty Management

Vertical-Specific

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Simpleview CRM is a customer relationship management software specifically designed for destination marketing organizations (DMOs). It caters to DMOs of all sizes, from small local tourism boards to large regional or national organizations. This CRM solution is utilized by destination marketing organizations, tourism boards, convention and visitors bureaus, travel and tourism associations, and event management companies.

## Key Features

**Comprehensive partner portal**: According to the vendor, Simpleview CRM provides a web-based partner portal that serves as a central hub for partners to access vital information and collaborate with the DMO. Partners can participate in co-op promotional campaigns and benefit from automated processes for member/partner signup, campaign opt-ins, and online payments.

**Extensive integration options**: Simpleview CRM offers over 20 third-party integrations, including Cvent, CrowdRiff, and Act-On, as well as 12 Simpleview integrations such as MINT+ and Book › Direct. The vendor claims that the seamless integration between Simpleview CRM and Simpleview CMS enhances productivity and enables future technology solutions.

**Flexible cloud-based system**: Simpleview CRM is a cloud-based system that can be easily configured to meet the unique sales needs of DMOs. It covers various sales operations, including client relations, lead generation, workflow management, bid preparation, event servicing, and economic impact reporting, according to the vendor.

**Automated reporting and insightful dashboards**: According to the vendor, Simpleview CRM offers automated reporting, sales forecasting, and dashboards to monitor progress and report on sales activity and performance measures for conventions, meetings, and events. It provides a wide range of industry-standard reports across user groups, including core sales reports, ensuring DMOs have the necessary insights.

Designed specifically for destination marketing organizations, Simpleview CRM provides functionality for partner relationships to marketing automation, from meetings and event sales management to collaborating across departments. Simpleview is a software, creative, and data insights company that partners with destinations and their agencies to engage stakeholders, attract visitors, and win bids for conventions and events.

Calendly helps organizations globally automate the meeting lifecycle by removing the scheduling back and forth, with the goal of enabling companies to close deals, hire candidates faster, and build relationships.

Standard

Teams

Essentials

Business

Platinum

Simpleview CRM

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.

Granicus

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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Simpleview CRM

Overview

What is Simpleview CRM?