Name: TigerLRM
Author: TigerLRM

Customer Success Management Training

Customer Training

Help Desk

Web and Video Conferencing

Customer Support

Accessibility Testing

Continuous Integration

Feature Management

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

SaaS Spend Management

Treasury Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Onboarding

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Management

Cloud Storage

Configuration Management

Custom Software Development Services

Cybersecurity Consulting

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

LAN Switches

Managed Detection and Response (MDR)

Managed Public Cloud Infrastructure

Mobile Data Security

Network Behavior Analysis

Network Performance Monitoring

Sensitive Data Discovery

Service Desk Outsourcing

Software Composition Analysis (SCA)

Vendor Risk Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Incentive Compensation Management

Sales Performance Management

eCommerce Analytics

Sales

Cloud Infrastructure Entitlement Management

Cloud Security Posture Management

Secure Service Edge (SSE)

Security

Banking

Church Management

Financial Services CRM

Geographic Information

Internet of Medical Things

Medical Office EMR & EHR

Mental Health

Online Voting

Revenue Cycle Management (RCM)

Vertical-Specific

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TigerLRM is a sales enablement and CRM platform offered by TigerLRM, LLC. It is designed to enhance and streamline sales processes for small to medium-sized companies. According to the vendor, TigerLRM is suitable for professionals in software services, insurance services, finance services, real estate services, and consulting services. 

## Key Features

**Sales Enablement Services**: According to the vendor, TigerLRM aims to enhance and modernize sales processes, making them more efficient. It is intended to help small to medium-sized companies implement sales enablement without the need for a dedicated team.

**Industry-Specific Integrations**: TigerLRM offers compatibility with back-end systems unique to specific industries. The vendor claims that it provides custom integrations for seamless use with mission-critical software, as well as integration with popular third-party business and communication tools such as DocuSign, WhatsApp, accounting software, and messaging tools.

**Messaging and Communication**: TigerLRM integrates with RingCentral for SMS, Outlook for email communication and activity logging, and offers softphone functionality for phone calls. According to the vendor, it also provides WhatsApp integration for direct messaging and support.

**Payments**: TigerLRM includes an integrated Stripe portal for accepting payments. The vendor states that it enables the sending of one-time unique and secure payment links to customers. The Stripe integration is said to facilitate merchant onboarding and credit card payment acceptance, while also allowing users to track payment status and history within TigerLRM.

**CRM Mobile App**: TigerLRM offers a mobile app for both iOS and Android devices, allowing users to access the platform on the go. According to the vendor, this feature enables users to hunt and close deals from anywhere, ensuring connectivity and productivity even when out of the office.

**Create an Account Using Gmail or LinkedIn**: The vendor claims that signing up and logging in to TigerLRM is made easy with options to use existing Gmail or LinkedIn accounts. This streamlined registration process is intended to simplify user onboarding and account creation, providing quick and easy access to the TigerLRM platform.

**Card Capture**: According to the vendor, TigerLRM allows users to scan business cards with their phone or tablet, automatically creating leads in the system. This feature is said to eliminate the need for manual entry, saving time and effort in managing and organizing business card data.

**Speech to Text**: TigerLRM offers a speech-to-text feature for taking CRM notes on the go. According to the vendor, users can simply press a button and the app will transcribe speech into text. This functionality aims to save time and ensure accuracy when taking important notes, helping users avoid the risk of losing important details.

TigerLRM is a centralized hub for lead acquisition and management throughout the pre-close sales cycle, aiming to fill the void that traditional CRMs leave between a leads journey from engaging with marketing channels to being a customer.

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

TigerLRM

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.

In this video, we will cover the Overview Opportunities features and functions in the TigerLRM platform.For more information on TigerLRm, feel free to check ...

Opportunities Overview

In this video, we will cover how to create leads in the TigerLRM platform.For more information on TigerLRm, feel free to check out our homepage at https://ap...

Creating Leads

Send mass emails effortlessly with TigerLRM. Watch this tutorial video to learn how to streamline your email campaigns and boost engagement!For more informat...

Mass Emails

Learn how to leverage opportunities in TigerLRM to keep track of deals in your pipeline, close faster, and organize follow-ups.For more information, feel fre...

Auto Follow up

Maximize lead conversion with TigerLRM's easy-to-use tools. Learn how to convert leads and close more deals at www.tigerlrm.com

Converting Leads

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.