Name: SmartCompany CRM
Author: SmartCompany

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Agile Development

Interactive Application Security Testing (IAST)

Product Lifecycle Management (PLM)

Service Mesh

Development

Alumni Management

School Management

Education

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

Enhanced 911 (E911)

Operational Analytics

Enterprise

Accounting

Invoicing

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Pay Equity

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Build Automation

Cloud Storage

Composable Infrastructure

Data Integration

Data Privacy Management

Database Performance Monitoring

Email Verification

Ethernet Switches

Fraud Detection

Governance, Risk & Compliance

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Internet Security

License Management

Network Diagnostics

Network Performance Monitoring

Network Simulation

SQL Server Performance Monitoring

Storage Management

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Computer-Assisted Translation

Content Management

Creative Collaboration

Email Marketing

Marketing Automation

Product Sampling

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

API Security

Security

Construction Management

ID Card

Laboratory Information Management

Last Mile Delivery

Municipal

Nonprofit CRM

Roofing

Vertical-Specific

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SmartCompany CRM is a hosted CRM software designed to assist companies in managing customer relationships and enhancing sales productivity. According to the vendor, this solution is specifically tailored for small to medium-sized businesses and is utilized by sales teams, marketing teams, customer service teams, project managers, as well as small business owners and entrepreneurs across various industries.

## Key Features

**Lead Management**: According to the vendor, users can import leads from lists or enter them directly into SmartCompany CRM. The software allows for storing company and contact information in leads, assigning unqualified leads to sales reps, and attaching emails, notes, tasks, and events to leads. Users can also attach documents (PDF, Word, etc.) to leads and convert qualified leads to opportunities.

**Sales Pipeline Management**: The vendor claims that SmartCompany CRM enables users to define a custom sales process and track opportunities through the sales process. Users can attach emails, notes, tasks, and events to opportunities, as well as attach documents (PDF, Word, etc.) to opportunities. The software allows for tracking participants (contacts) associated with an opportunity and attaching line items from an integrated product catalog.

**Booked Order Management**: According to the vendor, users can define a custom fulfillment process and track orders through the fulfillment process. SmartCompany CRM allows for attaching emails, notes, tasks, and events to orders, as well as attaching documents (PDF, Word, etc.) to orders. Users can track participants (contacts) associated with an order and attach line items from an integrated product catalog. The software also enables tracking customer purchase order and internal invoicing information.

**Project Management**: Users can attach opportunities and orders to projects for complex sales, assign or re-assign project managers, and track revenue and profitability by project. According to the vendor, SmartCompany CRM allows for attaching emails, notes, tasks, and events to projects, as well as archiving completed or old projects.

**Integrated Email System**: The vendor states that SmartCompany CRM enables users to create and send emails from within CRM records. Users can send emails to individuals or groups, create email templates with data merge capability, and share email templates with the team using the Email Library. The software supports creating emails in HTML, rich text, or plain text formats.

**Document Library**: SmartCompany CRM allows users to upload brochures, templates, etc. to the document library. Existing documents can be updated in place, and old or obsolete documents can be removed. The vendor claims that users can categorize documents for easy retrieval and control user access to the library.

**Customizable Access Privileges**: Users can customize access privileges and assign user roles within SmartCompany CRM. According to the vendor, this allows for controlling who can view, edit, and delete specific information within the CRM system.

**Advanced Search Functionality**: The vendor states that SmartCompany CRM offers advanced search capabilities. Users can create and save complex searches for later use, perform a global search of the entire database, and easily retrieve specific information.

**Data Import and Export**: According to the vendor, users can import data from ACT!, GoldMine, Outlook, and Salesforce.com into SmartCompany CRM. The software also allows for exporting search results and reports to Excel or PDF for further analysis and sharing.

**Convenient Access with SmartCompany Toolbar**: SmartCompany CRM provides users with convenient access through the SmartCompany Toolbar, allowing for quick and easy access to the CRM system from within Microsoft Office applications.

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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.

SmartCompany

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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SmartCompany CRM

Overview

What is SmartCompany CRM?