Computer Telephony Integration

The demands that today are placed on the integration ability of a communications solution are diverse. In this phase, Computer Telephony Integration (CTI) plays a vital role in supporting your customers. It is identified as the technology of linking of computers and telecom instrument to respond calls, to pull out details from the database based on the phone numbers and even route calls to different people in some cases.

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Computer Telephony Integration

Email Workbench

CRM++ Email Workbench provides a comprehensive solution to manage, capture, collate, respond and distribute important customer email activity all within the CRM system. Every update, development and opportunity is immediately shared with appropriate team members, without you having to remember to copy or forward.

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Email Workbench

Self Service Portal

CRM++ Self Service Portal provides a comprehensive toolkit to enhance your Customer Experience (CX) by reducing the turnaround time for addressing huge volumes of customer transactions, while minimizing your overall operational costs. Provides a 360-degree view of customer activity that optimizes the connections between people, information, and applications.

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Self Service Portal

Mobile CRM

CRMIT’s Mobile CRM (mCRM) is a versatile application that that connects sales users with the people and information they need to be more productive and efficient. Mobile CRM brings customer data to your finger tips – works with any of the android hand held devices or tablet PCs. This application lets you create, view, track and edit any of your CRM data such as contacts, accounts, leads, opportunities, notes, tasks, appointments, quotes, orders, analytics and do much more with zero foot print.

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Mobile CRM

Social CRM

CRM++ Social CRM provides a seamless social media integration with customer relationship management (CRM) that enables the end user to collaborate effectively with others socially & accomplish organizational goals. It allows organizations to analyze (listen, engage, create, market) social media interactions across multiple social platforms in real-time while also empowering customer service and sales teams to effectively engage with customers and prospects.

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Social CRM

Quote Management

CRM++ Quote Management is a SaaS based application that acts as a one stop shop to seamlessly generate a quote for any opportunity. It gives an organization the ability to quickly create Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Quotes are intended to allow an organization to easily and efficiently provide customers with Quick Quotes for pricing and availability.

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Quote Management

Reports Scheduler

In today’s time user adoption is turning out to be the biggest challenge for any CRM implementations. One of the best ways to increase this is by proactively engaging the users with scheduled reports. Instead of relying on the users to login and find the relevant information, it would be a good idea to directly push the data in emails from CRM on a regular basis to reach the right audience at the right time.

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Report Scheduler

Adobe® EchoSign Integration

Electronic signatures are gaining momentum due to accelerating consumer technology and the need to reduce both transaction costs and the time to close business. The increasing customer acceptance has compelled both small business and enterprises to adopt e-signatures for critical business and legal processes including account opening, invoicing, policies and contracts.

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Adobe Echosign Integration

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