Second CRM is a business automation solution designed for small to mid-market businesses. Second CRM focuses on improving sales & marketing, customer support and operations via internet and mobile technologies.
The vendor says Second CRM easily adapts to most business environments by offering a flexible, cost-effective and easy to use application. Second CRM provides a single view of customer interactions across sales, marketing, support and backend operations. The vendor’s value proposition is that Second CRM reduces workload and accelerates growth while enabling companies to focus 100% of their energy on what counts—customers.
Second CRM Features
Sales Force Automation Features?
This is the technique of using software to automate certain sales related tasks.
- Customer data management / contact management
- Workflow management
- Territory management
- Opportunity management
- Integration with email client (e.g., Outlook or Gmail)
- Contract management
- Quote & order management
- Interaction tracking
Customer Service & Support Features
This component of CRM software automates help desk, call center and field service management.
- Case management
- Call center management
- Help desk management
Marketing Automation Features
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- Lead management
- Email marketing
CRM Project Management Features
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- Task management
- Billing and invoicing management
- Reporting
CRM Reporting & Analytics Features
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- Forecasting
- Pipeline visualization
- Customizable reports
Customization Features
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- Custom fields
- API for custom integration
Security Features
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- Role-based user permissions
Platform Features
Additional Features
- Leave Management – Maintain official holidays and track all employee leave information from one central place.
- Surveys & Feedback – Execute surveys for learning about customer satisfaction and employee engagement.
