Name: ToolsonCloud
Author: ToolsOnCloud

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Enterprise

Accounting

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Compensation Management

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Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

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DevOps

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Content Management

Email Marketing

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

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Marketing

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Customer Relationship Management (CRM)

Lead Generation

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ToolsonCloud CRM is a cloud-based sales CRM software designed to assist businesses of various sizes in streamlining their sales process. According to the vendor, the software offers a range of features to organize lead management, contact management, task management, meeting management, email integration, and more.

## Key Features

**Lead Management**: According to the vendor, the software allows users to capture, nurture, and qualify leads seamlessly. Leads can be assigned among multiple sales executives based on various parameters. Users can also qualify and convert leads to deals or contacts, and follow up with leads to expedite deal closure.

**Deal Tracking**: Users can track the progress of deals from initial contact to closure. The software enables monitoring of deal stages and updating of deal information. Additionally, tasks and reminders can be assigned for each deal, and reports and analytics can be generated based on deal data.

**Contact Management**: The software facilitates the organization of contacts from decision-makers to customers. Users can keep track of conversations and interactions, and maintain a history of interactions with each contact. Leads can also be assigned to different sales executives.

**Task Management**: Users can create and track tasks for leads and contacts, and set reminders for important follow-ups and meetings. The software helps users stay organized and prioritize tasks, and tasks can be assigned to team members for better collaboration.

**Meeting Management**: The software allows users to schedule meetings with prospects and customers, and book appointments directly from the CRM. Meeting invites and reminders can be sent, and meetings can be synced with calendar applications.

**Email Integration**: According to the vendor, the software enables users to communicate with contacts using emails from within the CRM. Users can send personalized emails to leads and customers, and access email templates for quick communication. Email interactions and responses can also be tracked.

**Web to Lead Forms**: The software provides the capability to capture leads from multiple sources such as websites, blogs, and social media. Users can create custom lead capture forms, and leads can be automatically imported into the CRM, streamlining lead generation and data collection.

**Pipeline Customization**: Users can customize sales pipelines to align with their business process. According to the vendor, users can define stages and milestones for each pipeline, visualize the sales pipeline for better tracking, and customize pipeline views and filters.

**Sales Team Management**: The software allows users to assign leads and deals to sales executives, and monitor individual sales rep performance. Users can also track team sales targets and achievements, and collaborate and share information within the team.


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ToolsonCloud

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.

ToolsOnCloud

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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ToolsonCloud

Overview

What is ToolsonCloud?