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This feature stores customer contact information and tracks interactions with them to build strong relationships.

SFA streamlines sales processes, manages leads, sales orders and deals, automates sales tasks, and tracks customer interactions.

This tool identifies and tracks potential sales opportunities, thus helping businesses to close more deals by prioritizing leads.

Lead Scoring ranks prospects against a scale that represents the perceived value each lead represents to the organization.

Facilitates the management of customer queries and issues, ensuring timely and effective resolution to enhance satisfaction.

Automates marketing processes like campaigns, segmentation, email marketing, etc., resulting in efficient operation and targeted outreach.

Provides data analysis about customer interactions, offering insights for strategic decision-making to improve customer relationships.

This process groups customers based on common characteristics, to tailor marketing and sales efforts for improved effectiveness.

Automates routine tasks and processes within the CRM to increase efficiency and ensure consistent operations across the business.

Tools to create, execute, track, and analyze email marketing campaigns, which are essential for nurturing leads and keeping customers engaged.

Integrates social media channels into the CRM platform for tracking and engaging with conversations about the brand.

Manages the stages a customer goes through in their relationship with the company, from prospect through to loyal customer.

Helps sales teams visualize their sales process to analyze and forecast sales performance and manage sales cycles effectively.

Tracks and manages customer service cases, automates resolutions workflows, and ensures accountability in resolving customer issues.

Facilitates the creation of accurate sales quotes and proposals directly within the CRM, speeding up the sales process.

A CDP collects, integrates, organizes, and tags customer data from various sources to provide a complete view of the customer.

This tool oversees company resources employed at or en route to the client’s property, optimizing schedules and service delivery.

Provides detailed reports and analytics on sales metrics, helping in understanding sales trends and making informed business decisions.

Focuses on ensuring customers achieve their desired outcomes while using the company's products or services.

Artificial intelligence integrated into CRM systems to provide predictive analytics, automate tasks, and personalize customer experiences.

Protects personal and transactional customer data stored within the CRM from unauthorized access and potential breaches.

Allows businesses to interact with customers across various communication channels (e.g., email, social, phone) while providing consistent service.

Uses historical sales data and analytical techniques to project future sales, helping businesses plan and strategize effectively.

Automates contact center operations like call routing, ticketing, and customer service inquiries to improve efficiency and customer service.

Combining CRM software with other business systems (e.g., ERP, email, calendar) to create a seamless flow of information across the company.

Delivers CRM software over the internet, offering scalability, remote access, and reduced need for technical in-house infrastructure management.

Provides access to CRM data and functions from mobile devices, enabling sales and service teams to work efficiently from anywhere.

Helps organizations to plan, execute, track, and analyze marketing campaigns across different channels to optimize engagement and ROI.

A distinction between CRM systems designed for business-to-business (B2B) interactions and business-to-consumer (B2C) relationships, each with specialized tools.

Facilitates team communication and collaboration directly within the CRM, often through integrated messaging, file sharing, and activity tracking.