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This CRM Review examines Intelestream.
In-Depth CRM Review
27 North Wacker Drive
Chicago, IL 60606-2800
CRM Category: Field Sales Support – Cloud
Seats: Small Enterprise
About the Company:
Intelestream Inc. is a Chicago based Customer Relationship Management (CRM) product development and consulting firm offering Open Source CRM Professional Services. Intelestream is the developer of intelecrm, the online CRM for small and medium sized businesses with a highly affordable pricing model for unlimited users. Intelestream also develops industry-specific CRM verticals. With Intelestream’s diverse team of experts in both business and technology, the company is made up by many of the brightest minds in CRM.
About the Product:
intelecrm is packed with a rich feature set designed to fully meet the CRM requirements of any small or medium sized business. The application features were developed by an Intelestream team of entrepreneurs who specialize in Customer Relationship Management and are passionate about making CRM work for all businesses. intelecrm follows proven business processes that deliver high yielding results.
Fully automate the sales cycle process. Users can assign, track, and convert leads, initiate opportunities, create contacts and accounts, write quotes and send proposals. intelecrm takes care of everything a sales force teams require to work efficiently and close deals quickly.
intelecrm provides marketing professionals with the sophisticated tools they need to run successful campaigns. Pinpoint demographics, find leads, communicate with contacts, and segment target groups. intelecrm bridges the traditional gap between sales and marketing by tying all data together under one environment.
Customer Service & Support
CRM is not just about Sales and Marketing, the concept also includes Customer Service and Support. Working within one system allows customer care teams to easily view a contact’s entire history within the organization. intelecrm provides the necessary means for Customer Service and Support to quickly address and resolve issues. The system follows a logical process that ensures your customer´s needs are satisfied.
By automating Order Management and interweaving the entire process with the rest of your CRM, your company is ready to scale. From the moment your sales team writes up a quote to when the product it is paid for delivered to the hands of your customer, intelecrm has you covered. By leveraging intelecrm for Order Management, you will increase revenue while cutting costs and enhancing operational efficiencies. Solid handling of orders – free of wrenches thrown into the gears – is the key to happy, returning customers. As you explore our order management features, you will discover that they were designed for growing small and medium sized organizations just like yours.
Reporting & Analytics
intelecrm delivers highly sophisticated reporting via the application’s multiple reporting tools. With cross-module reporting, intelecrm allows users to quickly design and display custom reports from any module in a variety of formats including line, bar, pie graphs, and many more. With over 70 visualization options, intelecrm is comparable to the most sophisticated reporting engines amongst other Enterprise CRM applications.
intelecrm enables cross-departmental teamwork so organizations can collaborate on CRM related activities. Projects can be implemented across all customer-related activities for all uses while sensitive data is protected. Users can share responsibilities related to activities and track the time it takes to accomplish tasks. Whether everyone is sitting together in a room, or spread across the globe, intelecrm Mobile Access keeps your team connected.
The intelecrm platform is powerful, fast, and easy to use. A customizable dashlet driven homepage serves as the user’s main interface. Workflow can be customized and automated. The entire user experience can be customized on an individual basis in order to meet specific use-case scenarios.
API and Add-ons
Integrate intelecrm with other business applications through our add-ons and Application Programming Interface. Riva Integration Server delivers transparent, server-side integration of intelecrm opportunities, cases, quotes, accounts, contacts, leads, tasks and appointments with all Exchange and GroupWise clients – Outlook, Outlook Web Access, Microsoft Entourage for Mac, ActiveSync mobile devices, BlackBerry, IMAP and GroupWise. Tie intelecrm with the entire Microsoft Office Suite.
SuperFast Screen™ saves time and clicks by enabling intelecrm users to work with multiple system records from within the same screen. It is designed to work the way human beings think. And it is one more example of how intelecrm distinguishes itself among competing CRM solutions.
Key Features: Easy Access | Add dashlets | Personalize module positions | Enter multiple records | Manage template configurations | Configure template settings |Edit dashlet data | Switch to full screen | Extra time
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Rich’s View of Intelestream:
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