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CMS stands for customer relationship management. If you landed here, you must in a need to find the best CMS tool to be more organized and productive to serve your clients. Here we have collected some CMS software for you to use on Windows.
Salesforce.com Inc. is a global cloud computing company headquartered in San Francisco, California. Though best known for its customer relationship management (CRM) product, Salesforce.com has also expanded into commercial applications of social networking through acquisition. It is currently ranked the most innovative company in America by Forbes magazine, as well as number 7 in Fortune magazine's 100 Best Companies to Work For in 2014.
CRM-Express Free Edition is a free high-quality CRM program. CRM-Express can be used to manage your contacts and customers. Furthermore, the latest version now allows you to do email marketing. The program has a built-in email client. This means that you can send out newsletters, program updates, etc. to a list consisting of a section of your contacts. You can use up to 5 lists in the Free Edition. Unsubscribes and bounced emails can be managed by using the emails received. The email manager also allows you to send out email to a single person or a group. The program also has an address book, task manager, notes and email campaign manager. The address book allows you to manage contacts. All correspondence with a contact like notes, tasks, emails are connected to the contact. If you look-up a contact all this information is immediately available. The Free version never expires.
The TeamWox groupware is designed for the optimization of management and production processes in a company. Using it, you can organize management processes inside a company, make them more transparent, quicken decision making based on full and authentic information. Besides, all the information about your clients and history of the cooperation with them, various documents, tasks and discussions are stored in TeamWox. Now all this information is concentrated in one place and available to you from any point of the world. TeamWox contains everything to provide the efficient operation of your company. HR Department allows working with employees' personal details and analyzing the structure of your organization. In Tasks employees work with everyday questions. In this module one can set tasks, control their fulfillment and view reports about employees' working efficiency. TeamWox allows organizing collaborative work over documents and sufficiently increasing such processes. The "Documents" module is responsible for this in TeamWox. Unlimited number of e-mail accounts can be set up and used in the system. The system also supports the function of collaborative work with e-mails. Information about clients, suppliers and contact persons. This is a perfect tool for marketing and sales managers. You can inform your employees about the current state of the company and receive the feedback in TeamWox Board. This is the ideal solution for the internal PR policy. The quick search of information in all system modules. The morphological search is also supported. Report allow to quickly estimate the state of affairs in your company: employees' attendance, profit growth, geography of clients and so on. Reports in TeamWox are automatic and always topical.
TopSales provides sales automation, contact management, and e-mail processing for Internet marketing professionals. It can enhance sales productivity with contact management functions, mailing lists, and leads analysis. You can segment your contact database by demographic fields such as age, gender, zip code, and job title. There are 40 user-definable string fields, 10 number fields, and five date fields available. You can also categorize contacts by interest and create mailing lists based on common interests. Topsales is portable, can be installed in USB flash drive.
TopSales Basic lets you manage of all your company's important information from one place. It has many features businesses will find useful. There's a contacts database, a calendar, and a to-do list function. You can also generate invoices and manage your company's bank account with TopSales Basic. It will generate mailing lists and all manner of reports such as Balance Sheets, Sales Analysis, Inventory Control, and other accounting, customer, and product-based data reports.
TopSales Basic's interface is basic, befitting the name, but it gets the job done. The menus are easy to navigate. You can input data from QuickBooks and export data as Excel files, text files, or VCards. Overall, we were impressed with TopSales Basic's features, but it was not without glitches. Presumably you can print files and reports. Under the File menu there is an option for "Printer Setup," but when we clicked on it, nothing happened. There is a Help tab that apparently links to a Web page, but when we clicked on it, an error message said we weren't connected to the Internet. However, there was nothing wrong with our connection, and we were able to access other Web pages with no problems.
This is a 30-day trial version of the software. It installs with no problems, but when we uninstalled it, a 25KB folder was left in our Program Files. Issues with the online Help feature aside, this is an easy-to-use program with a lot of built-in functions that would suit the needs of a small business.
Whether you need to print a few id badges or automate id card printing by fetching data from a database, Print Studio 2.0 has all the tools and more required for volume printing. Print Studio 2.0 Professional also includes an integrated database editor and advanced data filtering and sorting tools.
Print Studio 2.0 easily interfaces with nearly all laser, inkjet, and id card printers so you don't need to worry about device compatibility.
EspoCRM is accessible on all devices, from a tiny smartphone up to a 24 inch monster. Low bandwidth requirements guarantee fast access to your data no matter how bad the line may be. Open source GPL v3. Free of charge.
Cloud or no cloud, Excel is still a great data manipulation tool, and getting it to and from Excel to the cloud database like Salesforce has always been a challenge. With Enabler4Excel it becomes a breeze. Enabler4Excel will let you pull data from the SFDC database right into an excel spreadsheet. You can then edit it and push the edited records back to SFDC. You'll be able to easily insert new records, delete and update existing ones.
The custom SOQL query tool will enable you to visually build a query or use a custom one to pull data any custom data you need. Additionally Enabler4Excel is constantly expanding with new tools to make your database maintenance easier. If you have obsolete fields that have been removed from your layouts long ago, but you don't know how many of them are there -- use the Layout Analyzer tool. It will show you exactly which of the fields are used in the layouts and which are not. Wondering how much that new field you'd created a while ago is utilized? Use the Field Utilization tool that will give you the exact percentage, maybe it's time to get rid of that field after all. To facilitate the creation of new VisualForce pages based on existing layouts we now have a 'Layout to VisualForce' button in the ribbon that will pull the desired layout directly from Salesforce and convert it to a VisaulForce file.
EQMS Lite 2016 is absolutely free for life. It is designed with so many great features:
Enquiry/Lead. You may receive inquiries from various sources such as Newspaper Ads, Internet Ads, Cold Call. Proper Management of this lead information enables you to track product, source that generate most leads also analyze sales performance.Store customer contacts in an organized way, so that it is easily available when required.
Follow-ups. Most of the deals are lost to competitors due to less follow-up or over follow-ups. Managing follow-ups prevents leads, from going cold. EQMS Lite enables you to record the complete details of follow-up such as mode of follow-up if it is phone, email or a personal visit and so on, date and time of follow-up, brief about the communication done, next follow-up details and so on. It also provides you the entire history of lead follow-up in a single glance.
Closure. After series of follow-up lead is moved to the final stage that is closure. Managing closure details enables you monitor & track overall sales performance. EQMS Lite lets you track the status of lead/inquiry i.e. booked, lost or cancelled along with the status reason for winning or losing the deal.
Reports. Reports provide a complete overview of leads, follow-ups, and closure details. The data in the report can be exported to excel. Backup and Restore Data EQMS Lite has an inbuilt backup and restore feature to safeguard your data. Benefits. With EQMS Lite get complete insight of sales performance. Identify hot selling product. Track the channel or source that generate more leads. History of follow-ups. Track the status of leads i.e. booked, lost or cancelled.
We found it very easy to enter, save, and recall a variety of contact and sales data in EQMS 2012 Lite, and it's easy to see how it could make a sales executive's busy life easier, though of course, as with any such software, you have to enter the data, and keep entering it as you do business. The freeware Lite edition has everything most users will need, but EQMS is available in a range of versions that add features and capabilities to suit a wide range of users' needs. This easy-to-use free tool is a great introduction to EQMS that doesn't require a big commitment in time or money.
Friendship Management is a professional friends and customers management tool. It has find data function, and input and browse function. You can export data as XLS, HTML, TXT format. And you can import data from an existing excel file. It has smart group classification function, for example, friends group, classmates group, customers group. You can preview and print the listed record. Version 2.01 includes unspecified updates.
CRM Software - CRM-Express Professional is the latest in CRM (Customer Relationship Management) software. CRM-Express can manage your marketing, customers, sales and orders. Features include SMS abilities, Email Client, Calendar, Address Book, My work day, News Feeds, Meeting Planner, Company Library, Form Designer, Journal. CRM-Express is now fully re-entrant an multi-user.
To choose the best CRM software, you can consider from the below aspects:
Contact and sales management. When creating contacts, you should have some flexibility in the type of information you can add.
Ease of use. CRM software should make it relatively easy to perform repetitive actions, input information, and provide a system with some customization options. We also looked for features that help automate actions.
Now, according to these features, you can try the above-mentioned CRM software to find out the one that suits you most.