When evaluating a customer relationship manager provider (CRM) for your enterprise make sure that your prospective vendor offers the following. If you are not sure, contact us and we’ll investigate for you.
- Accounts & Contacts
- Task, Event and Opportunity Tracking
- Integration with Outlook and Gmail
- Mobility
- Customizable Reports
- Lead Scoring, Routing and Assignment
- Email Templates
- Workflow & Approval Automation
- Integration with your corporate website via APIs
- Custom App Development
A hot product to evaluate is Salesforce’s Sales Cloud. This video published on Nov 21, 2013 shows how you can close bigger deals faster, and connect with customers on any device with the Sales Cloud and CRM application.