Name: Symatique Smart CRM
Author: Symatique

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

JavaScript Frameworks

Mind Mapping

Mobile App Development

Push Notifications

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Embedded Business Intelligence (BI)

Enterprise Generative AI

Partner Relationship Management

Enterprise

Accounting

Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

HR Management

Job Board

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Content Delivery Networks (CDN)

Data Quality

Data Virtualization

Distributed Denial of Service (DDoS) Protection

Extended Detection and Response (XDR)

Fraud Detection

Identity Governance and Administration

Identity Management

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Managed Print

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Relational Databases

Scale-Out Storage

Secure Email Gateway

Smart Contracts

Tower Servers

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Appointment Scheduling

Competitive Intelligence

Content Management

Direct Mail Automation

Email Marketing

Email Testing

Marketing Automation

Social Media Management

Survey & Forms Building

Text to Speech

Virtual Event

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales Intelligence

Sales

Antivirus

Security

Estate Planning

Insurance Policy Administration Systems

Insurance Underwriting and Rating

Mental Health

Public Transportation

Trucking Software

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Azurepath

Azurepath, LLC.

Webtrends Social

Webtrends

QuickMeasure OnScreen

Tally Systems

ProphetLine for Windows

ProphetLine

Help.com

Distribion

Distribion, Inc.

CoffeeCup Responsive Email Designer

CoffeeCup Software, Inc.

SAP Business Rules Management

Trackur

Cisco Virtualization Experience Infrastructure

Cisco

Symatique Smart CRM is a sales force and customer relationship management system designed to streamline sales processes and enhance customer management. This solution caters to businesses of all sizes, ranging from small enterprises to large corporations. According to the vendor, sales representatives, sales managers, marketing professionals, customer service representatives, and field service technicians across industries such as retail, manufacturing, wholesale, distribution, and service can benefit from the features and functionalities offered by Symatique Smart CRM.

## Key Features

**360 ° visibility**: According to the vendor, Symatique Smart CRM provides a comprehensive 360 ° visibility of sales team activities and movements in the field. This feature aims to eliminate delays and errors caused by re-entries and allows real-time tracking and monitoring of sales team performance.

**Replace paper**: Symatique Smart CRM aims to eliminate the need for paper-based processes and documentation, according to the vendor. It enables digital management of customer information, orders, and quotes, improving efficiency and reducing the risk of errors associated with manual data entry.

**Better monitoring of the sales team**: According to the vendor, this CRM system allows for better monitoring and management of the sales team's activities. It provides real-time updates on customer visits, appointments, and tasks, enabling sales managers to track and evaluate sales team performance effectively.

**Immediate responsiveness and productivity**: Symatique Smart CRM, according to the vendor, aims to enhance sales team responsiveness and productivity by providing instant access to customer information, product catalog, and pricing. It enables quick order processing and quote generation, streamlining sales processes.

**Visit reports with location and photos**: Sales representatives can generate visit reports with location information using Symatique Smart CRM, according to the vendor. They can also capture and attach photos to visit reports for better documentation, providing a comprehensive overview of customer visits and interactions.

**Quality of service and increased brand with customers**: According to the vendor, this CRM system helps improve the quality of service provided to customers by enabling personalized and targeted customer support. It aims to enhance brand reputation and customer satisfaction, leading to increased customer loyalty.

**Minimize delivery times and errors**: Symatique Smart CRM, according to the vendor, streamlines and optimizes delivery processes, helping minimize delivery times and errors. It provides real-time tracking and monitoring of deliveries, ensuring efficient and reliable order fulfillment.

**A quick return on investment**: According to the vendor, Symatique Smart CRM offers a quick return on investment by increasing sales and productivity. It aims to streamline processes, reduce operational costs, and improve the efficiency and effectiveness of sales and customer management.

**Offline and online mode**: This CRM system supports both offline and online modes of operation, according to the vendor. Sales representatives can access and update data even without an internet connection, ensuring continuous access to critical information in remote or low connectivity areas.

**Intuitive and tactile ergonomics adapted to tablets**: Symatique Smart CRM, according to the vendor, provides an intuitive and user-friendly interface adapted for tablets. It offers easy navigation and touch-based interactions, enhancing user experience and productivity.

Smart CRM from Symatique headquartered in Tunis gives sales reprensentatives tools and information to improve engagement with customers, supported by a mobile Android application and its web Back-office.

Starter

Team

Growth

Teamgate CRM

PlanPlus Online is planning and organization software that integrates productivity tools into a complete customer relationship management solution.

PlanPlus Online Planner Edition

PlanPlus Online Professional Edition

PlanPlus Online Business Edition

PlanPlus Online

Symatique Smart 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.

Symatique

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Symatique Smart CRM

Overview

What is Symatique Smart CRM?