Ideally the management of customer relationships involves combining technology and business strategy for identifying, acquiring and retaining valuable customers. However, this is only possible after the analysis of information collected during transactions like purchases and returns as well as various activities.
CRM isn’t just for the sales team anymore. As of late CRM has been picked up by marketing, nonprofit donor management and other fields as a tool for keeping track of their outreach campaigns. This week we look at two potential choices when looking for potential solutions in the field of CRM for education.
Woopra is customer engagement software that enables users to analyze customer journeys, optimize customer experiences, and to engage with customer through every touchpoint. The platform builds individual customer profiles that syncs with all customer data and tracked activities, generates real-time analytic reports for multiple aspects such as segmentation, funnels and retention, and automates data-driven actions such as delivering personalized content and real-time notifications.
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.
OptifiNow Sales Process Automation is sales enablement software that provides users with tools designed to standardize sales processes and to automate routines and repetitive tasks. The platform facilitates sales pipeline management, works to decrease the sales cycle length and to increase the sales win rate, and enables sales reps to access qualified, scored, nurtured, augmented and prioritized sales opportunities.
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.
mCRM is mobile CRM software that enables sales teams to focus on key sales business operations such as prospecting, proposing and closing deals. The platform provides users with full sales cycle tools including deal management, pipeline management and lead management tools, enables sales agents to access the system from mobile devices.
CONTACTfile CRM is customer relationship management software that keeps details and organizes all contacts. The platform allows users to keep details for any number of people living or working at the same address, and find them using quick and easy search functions.
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.