Name: Unternehmerheld CRM
Author: Unternehmerheld

Help Desk

Web and Video Conferencing

Customer Support

Version Control

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Management

Enterprise Legal Management

Policy Management

Project Portfolio Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Converged Network Adapters (CNAs)

Data Catalog

Data Center Networking

Data Integration

Database Load Balancing

Density-Optimized Servers

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed DNS

Managed File Transfer (MFT)

Managed Hosting

Mobile Application Performance Monitoring  (APM)

Mobile Device Management (MDM)

Network Diagnostics

Network Performance Monitoring

NoSQL Databases

Observability

Server Management

Time Series Databases

Unified Endpoint Management (UEM)

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Content Management

Contest Management

Customer Journey Analytics

Digital Asset Management

Email Marketing

Marketing Analytics

Marketing Automation

Mobile Advertising

Mobile Analytics

Press Release Management

Product Information Management (PIM)

Social Media Analytics

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Project Management

Wireframing

Professional Services

Call Recording

Customer Communication Management

Customer Relationship Management (CRM)

Presales

Sales

Civil Engineering

Construction Workforce Management

Dental

Loan Servicing

Patient Engagement

Revenue Cycle Management (RCM)

Vertical-Specific

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Unternehmerheld CRM is a customer relationship management software designed to help businesses effectively manage customer interactions, streamline sales processes, and enhance marketing activities. This CRM solution is tailored for small to medium-sized businesses (SMBs) and is utilized by entrepreneurs, startups, business consultants, coaches, sales and marketing teams, service-based businesses, e-commerce and online retailers, freelancers, and professionals in various industries. According to the vendor, Unternehmerheld CRM aims to empower businesses to improve customer service, increase sales, and optimize overall business performance.

## Key Features

**Customer Database Management**: Unternehmerheld CRM provides a centralized customer database for storing and managing all customer information, including contact details, purchase history, interactions, and notes. Users can easily search and filter customer data, making it simple to find specific information and track interactions.

**Sales Pipeline Management**: The CRM offers a visual sales pipeline to track and manage sales opportunities from initial contact to deal closure. Users can move opportunities through different stages, add tasks and activities, set reminders, and monitor progress.

**Contact and Lead Management**: The CRM facilitates lead capture and tracking, allowing businesses to assign leads to specific sales representatives and monitor their status. Users can create custom fields and tags to categorize and segment leads for targeted marketing campaigns.

**Task and Activity Management**: Unternehmerheld CRM includes features for creating, assigning, and tracking tasks and activities related to customer interactions and sales opportunities. Users can set due dates, priorities, and reminders to ensure important activities are not overlooked.

**Email Integration**: The CRM integrates with email platforms, enabling users to send and receive emails directly within the CRM interface. Users can track email communications, view email history, and associate emails with specific contacts or deals.

**Reporting and Analytics**: Unternehmerheld CRM provides reporting and analytics tools to gain insights into sales performance, customer behavior, and overall business growth. Users can generate customizable reports and dashboards to track metrics, identify trends, and make data-driven decisions.

**Mobile Access**: The CRM offers mobile access, allowing users to access customer information, manage tasks and activities, and track sales opportunities on the go. Mobile access ensures connectivity and productivity outside the office.

**Integration Capabilities**: Unternehmerheld CRM seamlessly integrates with other business tools and platforms, such as email marketing software, accounting software, and e-commerce platforms. Integration streamlines workflows and ensures smooth data flow between systems.

**Workflow Automation**: The CRM includes workflow automation features to automate repetitive tasks and streamline sales and marketing processes. Users can create automated workflows for lead nurturing, follow-ups, task assignments, and other routine activities, increasing efficiency.

**Customization and Scalability**: Unternehmerheld CRM offers customization options to tailor the CRM to specific needs and workflows. The CRM is scalable, accommodating business growth and changes in customer base, team size, and sales strategies.

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

Unternehmerheld 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.

Unternehmerheld

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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Unternehmerheld CRM

Overview

What is Unternehmerheld CRM?