Name: Vocallcontact
Author: EOX Tecnologia

Help Desk

Live Chat

Web and Video Conferencing

Customer Support

Mobile App Development

PHP Frameworks

Development

Learning Management

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Embedded Business Intelligence (BI)

Online Notary

Workflow

Enterprise

Accounting

Accounts Payable

Online Trading

Treasury Management

Finance and Accounting

ACA Compliance

Applicant Tracking

Corporate Learning Management

HR Compliance

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

API Management

Cloud Migration

Cloud Storage

Configuration Management

Consulting and Advisory Services

Container Management

Custom Software Development Services

Data Center Virtualization

Data Warehouse

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

IoT Device Management

LAN Switches

Managed Private Cloud

Network Performance Monitoring

Sensitive Data Discovery

Technology Scouting Software

Unified Communications Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Landing Page

Market Intelligence

Marketing Automation

Press Release Management

Product Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Government Contracting

Lead Generation

Point of Sale

Sales Enablement

Sales Performance Management

Sales

Cloud Infrastructure Entitlement Management

Security

Construction Workforce Management

Dental

Fleet Management

Geographic Information

ID Card

Vertical-Specific

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Vocallcontact, developed by EOX Tecnologia, is a CRM and sales management solution designed to streamline customer relationship management and enhance sales processes. This software solution is aimed at small and medium-sized businesses across various industries, including sales professionals, customer service representatives, marketing teams, manufacturing and distribution companies, as well as service-based businesses.

## Key Features

**Customer Information and History**: According to the vendor, Vocallcontact centralizes customer information and history, providing a comprehensive view of customer interactions. This feature enables personalized and informed customer interactions, as well as tracking customer preferences and behavior.

**Telephony Integration**: The system seamlessly integrates with telephony systems, allowing for click-to-call functionality within the CRM. It also logs and records call activities for future reference, providing better call management and tracking, according to the vendor.

**Workflow Automation**: According to the vendor, Vocallcontact automates and streamlines sales and service processes, defining and enforcing standardized workflows. This feature is said to improve efficiency and productivity while ensuring consistent and timely follow-up on tasks and actions.

**Marketing Campaign Management**: The platform manages and tracks marketing campaigns, enabling segmentation of customer data for targeted campaigns. According to the vendor, it also tracks campaign performance and ROI, automating campaign execution and follow-up.

**Email Integration**: Vocallcontact integrates with email systems, enabling seamless communication and tracking of email interactions within the CRM. The vendor claims that it also provides email templates and automation, offering a centralized view of email correspondence.

**ERP Integration**: The system integrates with ERP systems, facilitating data synchronization and sharing of sales, inventory, and financial data between systems. According to the vendor, this feature improves accuracy and efficiency of data management and streamlines business processes across departments.

**Portfolio Management**: According to the vendor, Vocallcontact effectively manages and optimizes customer portfolios, prioritizing and categorizing customers based on activity and potential. It facilitates efficient territory management and enables the efficient distribution of customer accounts.

**Real-Time Monitoring**: The platform provides real-time insights and analytics, tracking key performance indicators and metrics. According to the vendor, it monitors sales and service activities, empowering data-driven decision making.

**Hybrid Phone System**: Vocallcontact combines traditional telephony with VoIP technology, supporting both inbound and outbound calls. The vendor claims that it provides advanced call routing and queuing capabilities, seamlessly integrating with the CRM for efficient call management.

**Cloud Storage**: According to the vendor, the system securely stores data in the cloud, enabling access from anywhere, anytime. It facilitates data backup and recovery, as well as scalability and flexibility for growing businesses.

Starter

Team

Growth

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

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PlanPlus Online Professional Edition

PlanPlus Online Business Edition

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Vocallcontact

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.

EOX Tecnologia

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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Vocallcontact

Overview

What is Vocallcontact?