realSociable is a sales intelligence software solution that helps reps better understand open leads. For each prospect, the program scours the web and imports the prospect’s social media posts, events, news clips, interactions and more to create a comprehensive behavior profile.
PhoneDeck Cloud Smartphone Integration works with company CRM accounts to process and log all customer-related smartphone activity. Every time a user makes a sales call on an Android phone, the program automatically logs the entire call inside that user’s CRM account.
Nuiku is a mobile app designed to act as a virtual assistant to sales reps. After the app is installed on a mobile device, the program integrates with Salesforce so that the rep can pull up CRM information easily. During customer visits, reps can take down written or verbal notes and update data objects in Salesforce.
Distribution Engine is Salesforce lead routing and management software that works within the user’s Salesforce system and provides users with a variety of tools and functionalities. The platform is equipped with monitoring and analytics tools, a round robin lead distribution system, and allows users to weight assignments in order to adjust lead volumes when assigning leads to sales team members based on skill sets, knowledge bases, experience levels or preferred territories.
Full Circle CRM works inside your Salesforce account to boost your marketing operations. This marketing performance management system provides response lifecycle management as well as marketing and sales intelligence.
TrustSphere Mobile works inside the user’s CRM system to display how each missing customer, contact and lead is connected to their company. To do this, the program scours across all messages, finds undesignated contacts and attaches them to account records.
OpDots Salesforce Analytics works inside company Salesforce accounts to provide users with data visualizations for sales and support operations. Instead of having to pore through piles of reports, users can view how each company department is doing via dots.
Accounting Seed is accounting, cloud computing, and financial management software that works entirely within company Salesforce accounts to give users additional functionality in the areas of accounting and ERP. The platform allows users to track finances throughout the entire business lifecycle, including marketing costs, sales figures and back office accounting.
Encore is renewal, subscription, invoice and billing software designed to work within Salesforce and to automate all subscription renewal and billing processes. The platform enables users co-term add-on orders, up-sell plans or packages, generate quotes and invoices, and collect payments, and is built to integrate seamlessly within the user’s Salesforce workflows, existing opportunities and data.
CRM software has become a vital resource. It’s a social media-charged and digitally expanding world in which we live, and your customers are aware of this. This article examines some of the ways in which CRM tools can be used to enhance that customer relationship process.