Name: Solid Performers CRM
Price: 3.99 USD
Author: Solid Performers

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Mobile App Development

PHP Frameworks

Development

Learning Management

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Online Notary

Workflow

Enterprise

Accounting

Accounts Payable

Online Trading

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

API Management

Cloud Migration

Cloud Storage

Configuration Management

Consulting and Advisory Services

Container Management

Custom Software Development Services

Data Center Virtualization

Data Warehouse

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed Private Cloud

Network Performance Monitoring

Sensitive Data Discovery

Technology Scouting Software

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Landing Page

Market Intelligence

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Lead Generation

Point of Sale

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Security

Construction Workforce Management

Dental

Fleet Management

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Vertical-Specific

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### Lead Management
Users generally believe that Solid Performers CRM excels in lead management capabilities. The system is praised for its effective lead follow-up features, customizable dashboards, and comprehensive lead details overview. Reviewers highlight the ease of managing leads from various sources like Facebook, website forms, and landing pages, all within a single platform. The CRM's ability to streamline lead tracking, client management, and deal management processes is consistently commended by users. Additionally, the system's lead status tracking, follow-up reminders, and lead pipeline visualization tools are noted as valuable assets for businesses looking to enhance their lead management strategies.

### Client Management
Users consistently praise Solid Performers CRM's efficient client management capabilities. The system's ability to handle leads, clients, proposals, and invoices in a streamlined manner has garnered positive feedback. Clients appreciate the ease of managing inquiries, following up with leads, and ensuring timely payments. The CRM's feature-rich interface allows for customized fields and role allocations, catering to diverse business requirements. Additionally, users highlight the system's effectiveness in consolidating leads from various sources into a centralized funnel, simplifying the lead management process.

### Communication and Follow-ups
The reviews for Solid Performers CRM consistently praise its communication and follow-up features. Users find the follow-up reminders and history of communication with leads and clients to be particularly helpful in managing their interactions effectively. The system's ability to streamline communication processes and ensure timely follow-ups is a key factor in enhancing productivity and closing deals efficiently. Additionally, the customizable fields and user-friendly interface contribute to a positive experience in maintaining clear and organized communication records.

### Productivity and Efficiency Tools
Users consistently praise Solid Performers CRM for its robust productivity and efficiency tools, noting that these features have significantly boosted their company's productivity. The system's ability to streamline tasks, provide quick reminders, and facilitate easy data management has garnered positive feedback from users. Additionally, the customizable dashboard and user-friendly interface make it a valuable tool for enhancing overall efficiency within organizations.

### Invoice and Payment Processing
Users generally praise Solid Performers CRM's invoice and payment management capabilities. The system is commended for its ability to generate invoices in various formats tailored to specific business requirements. Users appreciate the ease of tracking payments received from clients over time, facilitating efficient payment management. However, some users express a desire for multiple payment gateway integrations to enhance the invoicing process. Additionally, there are suggestions for improving the formatting of invoices within the system. Despite these minor concerns, users find Solid Performers CRM's invoice and payment processing features to be valuable assets in streamlining financial operations.

### Proposal and Contract Management
Users generally agree that Solid Performers CRM's proposal and invoice management features are significantly improving their business operations. The system's ability to streamline the creation and tracking of proposals and invoices has been praised for its efficiency and effectiveness. Users appreciate the customization options available for tailoring proposals and invoices to meet their specific business needs. Additionally, the cloud-based nature of the platform allows for easy access to important documents from anywhere, enhancing convenience and accessibility for users.

Users commonly recommend the software in the following ways:

Give the software a try for at least 1 month before making a long-term commitment. It allows users to fully explore and understand its capabilities.

The software is considered a good product that significantly improves productivity. Users find it easy to learn and use, with a learning curve of less than 1 hour.

Users regard the software as one of the best cloud-based CRM products for implementing business management. It offers dynamic fields and functions that can be customized according to specific business requirements.

Users appreciate the software's cost-effectiveness, as it provides all necessary features for business management in one panel.

In summary, users recommend giving the software a trial period to fully explore its capabilities. They find it easy to learn and use, improving productivity. It is highly regarded among cloud-based CRM products and is a cost-effective solution for business management needs.

Solid Performers CRM is a sales automation CRM software designed to assist businesses in automating their sales processes, enhancing lead conversions, and improving the productivity of sales teams. According to the vendor, this software solution caters to small to medium-sized businesses and is widely utilized by sales teams, marketing teams, business development professionals, startups, entrepreneurs, as well as real estate agents and agencies across various industries.

## Key Features

**Automated Lead Collection**: The software allows for the direct collection of leads in the CRM from all lead sources without manual intervention. This feature eliminates the need for manual data entry and consolidates leads from various sources into a single platform.

**Automated Lead Allocation**: Leads are automatically allocated to sales team members based on pre-defined settings. Manual lead allocation is also available if needed, offering flexibility and control over lead distribution.

**Automated Welcome Message**: Users can send automated welcome emails, SMS, or WhatsApp messages to new leads. This feature enables personalized and timely communication with leads, creating a positive initial impression.

**Automated Reminder Alerts**: The software can send automated reminder alerts to sales team members through various channels. These alerts can be triggered by new lead allocation or follow-up reminders, ensuring important tasks are not overlooked.

**Automated Follow-Up Message**: Users can define automated follow-up or lead nurturing messages with time interval sequences. This feature helps to build awareness and engage leads, increasing the likelihood of conversion.

**Sales Automation Tools**: The software offers a range of sales automation tools to enhance sales team productivity. Users can create dashboards, generate reports, and efficiently manage the sales pipeline, streamlining the sales process.

**Repetitive Manual Work Automation**: Users can automate repetitive tasks, such as typing and sending identical emails or creating proposals using templates. This feature saves time and reduces errors associated with manual work.

**Missed Follow-Up Prevention**: The software helps to prevent missed follow-ups by automating reminders and alerts for timely and effective follow-up. This feature ensures that no potential opportunities slip through the cracks.

**Team Management**: Users can effectively manage the sales team and optimize their performance with detailed work activity reports. This feature provides insights into individual and team performance, facilitating better decision-making.

**Non-Productive Important Works Automation**: The software automates important but non-productive tasks, such as sending automated emails and lead allocation. This feature frees up valuable time for sales teams to focus on revenue-generating activities.

**All Leads in One Place**: Users can collect leads from various sources (Justdial, website, Facebook, etc.) in a single panel for a consolidated view. This feature simplifies lead management and provides a comprehensive overview of all leads in one centralized location.

**Conversation History**: Users can maintain a record of communication history with leads and deals over time. This feature ensures that valuable communication data is preserved, even when team members leave or change roles.

Solid Performers CRM has proven to be a valuable tool for businesses across various industries. Users have successfully managed leads, clients, and vendors, reducing costs for small companies. The software offers comprehensive lead, deal, client, quotation, and invoice management capabilities in one platform, making it an efficient solution for businesses. Users appreciate the ability to easily allocate leads to new employees and access the complete history of lead communications. In addition to lead management, Solid Performers CRM also provides additional functionalities such as project management, task management, and invoice creation and payment management. This flexibility allows users to streamline their workflows and improve overall productivity. Whether it's managing business inquiries and associated contacts or capturing data directly from sources like Facebook and websites using lead capture forms and integration systems, Solid Performers CRM proves to be a versatile tool. It helps businesses effectively manage leads, close deals more efficiently, and improve overall lead management practices.

The software has been particularly useful for startup companies, providing an affordable yet comprehensive solution for managing leads, clients, and invoices. Users have found that Solid Performers CRM helps in creating professional-looking proposals and invoices with watermarks, adding a standard touch when sending them to clients. Managing new inquiries and following up with them has become much easier with this CRM, resolving previous difficulties in the process. Compared to other CRM software options in the market, Solid Performers CRM stands out with its unlimited role creation options. This allows users to allocate roles to individuals or teams based on specific needs while ensuring access restrictions for leads and clients.

One of the key challenges addressed by Solid Performers CRM is managing clients and ensuring timely payments. The software enables easy tracking of all payments received from a client over time, making it easier for businesses to stay on top of financials. Users appreciate the ability to easily follow up with clients and new inquiries on a regular schedule while also managing finances across multiple bank accounts seamlessly.

In summary, Solid Performers CRM offers a wide range of use cases including lead management, client management, proposal management, and invoice management. It eliminates the need for multiple software options by integrating various services into a single platform. The cloud-based access and customizable forms and fields allow users to adapt the software to their specific business requirements, improving data entry efficiency. Overall, Solid Performers CRM has proven to be an effective tool in managing leads, clients, and financials, resulting in improved productivity and streamlined workflows for businesses of all sizes.

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Solid Performers 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.

Solid Performers

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.

Solid Performers CRM

Overview

What is Solid Performers CRM?