Name: TrackOlap
Author: Kaptune Media India

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Functional Testing

Kubernetes Monitoring

No-Code Development

Development

Admissions and Enrollment

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Facility Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Block Storage

Cloud Data Warehouse

Cloud Storage

Configuration Management Databases

Deception Technology

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Load Balancing

Network Performance Monitoring

Operating Systems

SOA Governance

SaaS Backup

Server Virtualization

Service Desk Outsourcing

Vector Databases

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Success

Digital Content Creation

Email Marketing

Market Intelligence

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Field Sales Software

Sales Performance Management

Sales

Agriculture

Construction Takeoff and Estimating

Dealer Management

Direct Secure Messaging

Equipment Rental

Fleet Management

Insurance Suites

PCB Design

Rental Property Management

Restaurant Management

Vertical-Specific

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TrackOlap is a business management platform developed by Kaptune Media India Private Limited. According to the vendor, it offers features to enhance team management, time tracking, project management, employee monitoring, IT & help desk support, customer service, asset management, fleet management, and school transport. The software is designed to cater to companies of all sizes, from small startups to large enterprises. It is utilized by various professionals and industries, including sales teams, field service technicians, retailers, manufacturers, project managers, IT professionals, and healthcare providers.

## Key Features

**Sales CRM**: According to the vendor, TrackOlap allows users to manage and track leads in real-time to grow their clientele. It provides tools to enhance sales efficiency and capture leads from various marketing channels. The software also offers automation for lead management processes.

**Lead Management**: TrackOlap enables users to capture, nurture, and track leads in a centralized dashboard. According to the vendor, it allows users to segment leads and distribute them to the right team member. The software offers automation for lead workflows and provides reports on lead conversion and activity overview.

**Task Management**: With TrackOlap, users can create task boards and monitor progress in real-time. They can assign tasks to individuals or teams, set priorities, and receive instant notifications. The software also allows users to customize task forms and schedule reports.

**Live Tracking**: TrackOlap provides real-time tracking of field employees' locations. According to the vendor, it allows users to monitor employee movements, generate travel history reports, and set geofences to restrict employee movements. The software also offers the ability to replay detailed step-by-step movements of field employees.

**Field Sales Automation**: According to the vendor, TrackOlap streamlines field sales operations by assigning customer visits to nearby employees. It allows users to manage the customer database, record details, and utilize turn-by-turn navigation for efficient route planning.

**Mobile App**: TrackOlap offers a mobile app that allows users to access its features from any smart device. Users can punch in/out attendance, view tasks, track progress, and provide feedback. The app also allows users to check-in/out for customer visits and meetings.

**Expense Management**: TrackOlap enables users to track and manage employee expenses. According to the vendor, it allows users to generate expense reports, analyze spending, and monitor fuel usage and travel expenses.

**Custom Forms**: With TrackOlap, users can design and customize task forms with text, numbers, and photos. The software allows the creation of conditional forms based on specific criteria. According to the vendor, users can capture digital signatures and feedback from customers.

**Centralized Dashboard**: TrackOlap provides a centralized dashboard for managing field sales operations. According to the vendor, it allows users to gain insights, generate reports on employee performance, monitor task progress, and track the overall sales pipeline.

**Proper timesheets**: According to the vendor, TrackOlap enables users to accurately record and maintain timesheets to keep track of employee working hours. It aims to ensure transparency and accuracy in time tracking for better resource management.

Norada Solve360

Single User - Unlimited Everything

Harpoon

TrackOlap

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.

Kaptune Media India

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.

Security

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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TrackOlap

Overview

What is TrackOlap?