Name: Wice CRM
Author: Wice CRM

Help Desk

Web and Video Conferencing

Customer Support

Batch Management Software

Development

Board Management

Business Intelligence (BI)

Collaboration

Facility Management

Operational Analytics

Privacy Policy Generators

Enterprise

Accounting

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Recognition

Employee Scheduling

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Governance

Archiving

Build Automation

Cloud Cost Management

Cloud Storage

Data Collaboration

Data Mapping

Density-Optimized Servers

Email Encryption

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Mainframe Monitoring

Managed DNS

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Robotic Process Automation (RPA)

Telecom Expense Management (TEM)

Web Scraping

Workload Automation

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Email Marketing

Employee Advocacy

Local Marketing

Marketing Automation

Mobile Analytics

Screen and Video Capture

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Job Site Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Revenue Operations

Sales Engagement

Social Commerce

Sales

File Integrity Monitoring

Security

Camp Management

Chargeback Management

Dental

ID Card

Laboratory Information Management

Nonprofit CRM

Vertical-Specific

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Wice CRM is a comprehensive Customer Relationship Management (CRM) software designed to streamline and optimize sales, marketing, and customer service processes. This software solution is aimed at small to medium-sized businesses and is utilized by sales teams, marketing teams, customer service and support teams, small business owners, and professional service providers across various industries.

## Key Features

**Mobile Access**: According to the vendor, Wice CRM offers mobile access, allowing users to access the CRM system anytime and anywhere using a web browser on their PC, notebook, smartphone, or tablet. Field staff can conveniently use their smartphones or tablets to access addresses, appointments, and other CRM data.

**Cloud-based CRM**: The vendor states that Wice CRM is provided as a cloud service, ensuring the security and smooth operation of the entire CRM system. It can be easily scaled and supplemented as software as a service from the cloud. The CRM system is hosted in German data centers, complying with the highest security standards and German data protection laws.

**In-house CRM**: According to the vendor, Wice CRM can be installed on-premise for specialized or extensive tasks, giving users full control over the entire system. It runs on a Linux server or other Unix systems without requiring special hardware. The system can be hosted in an external data center if the user does not operate their own data center. Wice CRM Inhouse is compatible with SELinux and allows for customization and integration with existing systems.

**Marketing Campaigns**: The vendor claims that Wice CRM supports marketing campaigns with features like newsletter and serial letter creation. Users can define target groups and send out personalized mailings, newsletters, faxes, or letters. The system allows for the customization and personalization of mailings, ensuring effective communication. Marketing campaigns can be evaluated using the Chart & Report Manager, providing key performance indicators and reports.

**Sales Management**: According to the vendor, Wice CRM helps optimize sales activities from opportunity management to invoicing. Users can track sales opportunities, create quotes, and generate invoices directly from the system. The Forecast feature allows for comparing planned and actual sales, providing insights into sales performance. Process-oriented work and workflow management streamline sales processes and increase productivity.

**Customer Service and Support**: The vendor claims that Wice CRM enables effective service and support processes, ensuring greater customer satisfaction. The system includes ticket management and workflow management for efficient handling of customer inquiries. Users can create and manage tasks, projects, and appointments related to customer service. The CRM system provides a comprehensive view of customer interactions and touchpoints.

**Customizations and Extensions**: According to the vendor, Wice CRM offers standard plugins and extensions for various tasks, such as mail integration and telephone system integration. The system can be easily and cost-effectively adapted to individual requirements through the plug-in interface. Customizations and extensions make use of the Wice framework, ensuring the system remains updateable and upgradeable. The CRM application supports add-ons and extensions for additional functionality and customization.

Wice CRM helps users control sales activities and carry them out in a planned manner.  For marketing and customer service, Wice will, during campaigns, trade fairs, events and customer inquiries, Wice will automatically process requests and contacts, to retain potential customers details. Wise is presented as a solution for medium-sized or small companies.

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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.

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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Wice CRM

Overview

What is Wice CRM?