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How to Create Contact Groups in Zimplu CRM

Contact Groups are only for Account Administrators and they are useful if you want to sort your contacts from your database.

Advanced Searching & Reporting Overview

General overview of the capabilities available in Mothernode CRM for performance searches & reporting.

Getting More from Your CRM: Thoughts from Mothernode Users

Recording of Live Google+ Hangout with Mothernode CRM.

Mothernode CRM Quote Overview

General overview of Mothernode’s quoting abilities.

Leads and Opportunities in Mothernode CRM

Discover how to track Leads and Opportunities in Mothernode CRM.

Mothernode CRM

Mothernode CRM comes with all of the modules and capabilities expected from a quality CRM, but delivered to the customer in a user-friendly, easy to navigate interface. The program prides itself of making users more efficient, by automating many processes in the selling cycle.

ClaritySoft Brings CRM Back to Its Roots

CRM software is rapidly evolving to reflect trends like social and cloud, but when it comes to making sales nothing is more important than solid core CRM functionality. This is the philosophy of ClaritySoft CEO Steve Schade, who joined us recently to talk about his company’s focus on delivering a powerful, intuitive CRM, unburdened by superfluous features.

Sentiment

Sentiment is social intelligence and social monitoring software that enables users to schedule and publish content, such as images and videos, via social media channels, facilitates customer service and engagement operations, and analyze customer interactions and team performance. The platform is designed to scale as needed in real-time, provides users with key CRM tools, and allows users to automate tedious ore repetitive tasks.

Envision Call & Screen Recording

Envision Call & Screen Recording is call center and CRM software that records all calls and agent screens, as well as stores all call and screen records within the system for as long as the user requires. The platform is designed to enable users to locate recorded calls and interactions for future use or reference, can be set up for 100% call recording, quality control selective call recording, or on-demand call recording, and can be implemented at a single site, multiple geographically distributed sites or in agents work-from-home sites.

Envision Quality Monitoring

Envision Quality Monitoring is call center and agent assistance quality monitoring software that identifies the KPIs that best describe the ideal customer journey, as well as evaluates how well agent interactions match up against those KPIs. The platform enables users to improve agent and operational performance, motivate and retain emloyees by identifying ideal agent performances and practices, and takes into account the agent’s tone, ability, application workflow and accuracy.