Name: WPCRM
Rating: 7 (1 reviews)
Author: WebPresented

Communications Outsourcing

Help Desk

Web and Video Conferencing

Customer Support

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Diagramming

Interactive Voice Response (IVR)

Meeting Management

Operational Analytics

Project Portfolio Management

Enterprise

Accounting

Blockchain Payments

Cryptocurrency Mining

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Archiving

Cloud Storage

Continuous Delivery

Data Fabric

Endpoint Encryption

Enterprise Backup

File Sync and Share

Firewall

Fraud Detection

IT Service Management (ITSM)

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Network Traffic Analysis (NTA)

Network Virtualization

Phishing Detection and Response

Virtual Desktop Infrastructure (VDI)

Voice Recognition

Web Application Firewalls

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

Advertising Agency

All-in-One Marketing

Business Card Scanning

Content Management

Digital Experience Platforms (DXP)

Email Marketing

Graphics

Location Intelligence

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Professional Services Automation

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Operational Technology (OT) Security

Security

Auto Repair

Camp Management

HIPAA Compliance

Homeowner's Association (HOA) Management

Legal Research

Municipal

Trucking Software

Vertical-Specific

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WPCRM is a CRM solution specifically designed for the wholesale distribution and manufacturing industries. According to the vendor, it aims to empower sales teams, enhance customer satisfaction, and provide actionable analytics for informed business decisions. The software is intended for use by sales professionals, marketing professionals, service professionals, and executives/management in these industries.

## Key Features

**Actionable Analytics**: According to the vendor, WPCRM can transform sales data from ERP into meaningful information, providing users with a data-driven advantage for making smart business decisions.

**Real Time Quoting**: The vendor states that WPCRM is seamlessly tied to the ERP system, allowing users to access real-time pricing and availability information. This enables them to create professional-looking quotes instantly and convert them into orders without any hassle.

**Mobile CRM**: According to the vendor, WPCRM has an intuitive and user-friendly design, enabling users to access critical data from anywhere, at any time. It also integrates with Google Maps and email, providing on-the-go productivity.

**Marketing Automation**: WPCRM is said to assist users in creating effective and targeted marketing campaigns. According to the vendor, it allows for segmenting customers based on specific criteria and tracking marketing efforts to analyze campaign results.

**Service**: According to the vendor, WPCRM includes a built-in Service Desk that offers features such as design coordination, service catalog, service level management, asset management, and regional help desk management. This is aimed at providing exceptional customer support.

**ERP Integration**: The vendor claims that WPCRM is fully integrated with ERP systems, eliminating the need for manual data entry and duplicate data. It also provides access to existing customer data for better insights and decision-making.

**Plaimaker (AI-Powered Sales Assistant)**: According to the vendor, Plaimaker analyzes customer data and suggests tasks and sales opportunities. It provides personalized recommendations for responding to customer situations and improves accuracy over time through learning algorithms.

**Customer Scorecard**: WPCRM is said to quickly identify at-risk customers, allowing users to prioritize tasks and sales activities accordingly. It also enables analysis of purchasing trends and customer behaviors.

**Suggested Products**: According to the vendor, WPCRM provides smart suggestions for cross-selling and upselling opportunities based on existing data and artificial intelligence. This is aimed at improving customer relationships, pricing, and margins.

**Workflow Automation**: The vendor claims that WPCRM can automate repetitive sales tasks and processes, streamlining sales operations and improving efficiency. This allows users to focus on selling and completing actions rather than administrative tasks.

BIME, which was acquired by Zendesk, was a customer analytics platform that helped businesses measure and understand the customer experience from customer data. The product has been discontinued.

Base Plan

Big Data

BIME Analytics (discontinued)

Starter

Team

Growth

Teamgate CRM

WPCRM

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.

WebPresented

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.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

WPCRM

Overview

What is WPCRM?