CLARIFY CRM SOFTWARE

CLARIFY CRM SOFTWARE

Siebel System Software - Version 8.2.2 SIA and later Supported: 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.Siebel CRM version 8.2.2 Industry Target Guidance.Supported: 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.Supported: 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.Security Features This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users. Supported: 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.Supported: 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.Supported: Custom fields Users can create custom fields to store additional information on standard and custom objects.Supported: Customizable reports Users can create reports and dashboards unique to their needs.Ĭustomization Features This addresses a company’s ability to configure the software to fit its specific use case and workflow.Supported: Pipeline visualization Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.Supported: Forecasting The software helps users accurately forecast sales based on volume and conversion metrics.Supported: Reporting Software provides a broad range of standard and the ability to build custom reports.ĬRM Reporting & Analytics Features Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Supported: Billing and invoicing management This includes automated invoice creation and billing.Supported: Task management This includes the ability to plan, track, collaborate and report on tasks.Supported: Email marketing This involves the ability to send mass email to groups of people based on particular qualifications.ĬRM Project Management Features This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.Supported: Lead management This includes lead generation, scoring, qualification, routing, and nurturing.Marketing Automation Features This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts. Supported: Help desk management This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.Supported: Channel / partner relationship management The software allows for sales, territory, lead, order and account management for partners or OEM relationships.Ĭustomer Service & Support Features This component of CRM software automates help desk, call center and field service management.Supported: Interaction tracking Users can log and track all customer interactions through any channel, including social, email, phone and in-person.Supported: Quote & order management Users can create, process and fulfill price quotations and sales transactions.Supported: 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.Supported: Opportunity management Users can track deals and create quotes.Supported: Territory management Users can defines salesperson territories based on customer or market characteristics.Supported: Workflow management The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.Supported: Customer data management / contact management The software acts as a single source for all customer data and enables users to access that data efficiently.Sales Force Automation Features This is the technique of using software to automate certain sales related tasks. Integration Platform as a Service (iPaaS).Dynamic Application Security Testing (DAST).Application Performance Management (APM).

Clarify crm