Customer Relationship Management Software

1. Customer backup and restore,

2. Customer Insights service,

3. Data Export service,

4. Document suggestions,

5. Customer activity and connectivity status,

6. Customer Priority Classification,

7. Escalation Matrix and Case classification,

8. Multi-channel contact center,

9. CTI Integration (Computer Telephony Integration),

10. IVR Integration(Interactive Voice Response ),

11. Interaction logging,

12. Integrated Knowledge Management,

13. Real-time appointment booking and scheduling,

14. Inventory management,

15. Contract and agreement management,

16. Field Service,

17. Self-service portals for non-CRM audience,

18. Project-based sales with project service capabilities,

19. Remote service with field service capabilities,

20. SLAs for custom entities and other system entities,

21. Track progress of SLA KPIs with timer control,

22. Integrated with Unified Service Desk,

23. Merge cases,

24. Add i-Frames and web resources,

25. Configure lookup field properties to show filtered records,

26. Access forms and dashboards using keyboard navigation,

27. Integrated with interactive service hub,

28. Telemetry,

29.Use surveys to collect feedback from customers,

30. Prioritize workloads with new interactive service hub dashboards and forms,

31. Reduce case call-handling time with rich knowledge management articles,

32. Parts Availability,

33. Connected & Disconnected Mobile Service,

34. Service Analytics,

35. Help Desk

1. CRM administration ,

2. App for e-mail enhancements ,

3. Editable grids ,

4. Field Service enhancements ,

5. Gasification,

6. Learning Path (guided help) customization ,

7. Link CRM business object types to a case like Problems and Solutions form Knowledge base, products, base components, etc ,

8. Case Hierarchies to manage similar cases ,

9. Case Management to set child status to cases under a header

1. Mobile homepage with Relationship Insights,

2. Mobile management enhancements,

3. Mobile Offline Data API,

4. Mobile UI productivity,

5. Modular business apps,

6. Online customer backup and restore,

7. Partner Portal enhancements,

8. Portal service enhancements,

9. Relationship Insights (Features include Email Engagement, Auto Capture, and Relationship Assistant),

10. Relevance Search,

11. Resource scheduling optimization,

12. Scheduling unification,

13. Task-based experiences,

14. Faster mobile app preparation after customization,

15. Visual process designer,

16.Rich mobile offline experience,

17. Mobile devices conditional access,

18. Service reps search for, view, create, and edit knowledge articles,

19. Sales professionals manage quotes, orders, and invoices,

20. Manage mobile devices,

21. Export data to Excel from CRM for phones and tablets,

22. Email a link to a page from CRM for phones and tablets,

23. Provide modern user interface with the new visual controls in CRM for phones and tablets

1. Word templates,

2. Excel templates

1. Client and Server based Groupware (Outlook) integration,

2. Monitor mailbox health using the improved server-side synchronization Performance dashboard,

3. SMS integration for sending status updates

1. Cloud-based Machine Learning product recommendations,

2. Cloud-based Machine Learning knowledge base suggestions

1. Organization Insights Dashboard shows system usage stats,

2. Pre-built CRM analytics,

3.Visual Dashboard,

4. Customizable dashboards,

5. Predictive Analytics,

6. Mobile Enable Analytics

1. Feedback and ratings on entities,

2. Customer field for any entity

1. Multiple colour themes,

2. Rename menus

1. Campaign Management ,

2. Events Management,

3. Response and Lead Management ,

4. Partner & Channel Marketing

1. Low code policy definition,

2. Application Intake,

3. Application Assessment,

4. Entitlement calculations & payments