Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Cat avg: 7.8
Top Performing Features
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Cat avg: 7.4
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Cat avg: 8.4
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Cat avg: 7.5
Worst Performing Features
Social data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Cat avg: 6.6
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Cat avg: 8.3
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Cat avg: 7.6
Korero Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
8.2+6%
Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Category average: 8.6
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Category average: 7.3
Opportunity management
Users can track deals and create quotes.
Category average: 8.1
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Category average: 7.8
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.6
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 8
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
7.5-4%
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.3
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
7.8+5%
Lead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Category average: 7.7
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
Category average: 7.1
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
8.3+7%
Task management
This includes the ability to plan, track, collaborate and report on tasks.
Category average: 8.4
Billing and invoicing management
This includes automated invoice creation and billing.
Category average: 7.6
Reporting
Software provides a broad range of standard and the ability to build custom reports.
Category average: 7.5
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
8.5+13%
Pipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Category average: 7.5
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
8.1+12%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
Category average: 7.4
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Category average: 7.6
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
8.5+5%
Role-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Category average: 8
Platform
8.1+5%
Mobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Category average: 7.7
Korero Features from the Vendor
Sales Force Automation
Vendor-reviewedCustomer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Workflow management
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
Opportunity management
Users can track deals and create quotes.
Integration with email client (e.g., Outlook or Gmail)
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
Vendor-reviewedCase management
This includes incident/ticket creation, routing, escalation, and resolution.
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
Vendor-reviewedLead management
This includes lead generation, scoring, qualification, routing, and nurturing.
Email marketing
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
Vendor-reviewedTask management
This includes the ability to plan, track, collaborate and report on tasks.
Billing and invoicing management
This includes automated invoice creation and billing.
Reporting
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Vendor-reviewedPipeline visualization
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
Customization
Vendor-reviewedCustom fields
Users can create custom fields to store additional information on standard and custom objects.
Scripting environment
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
API for custom integration
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
Vendor-reviewedRole-based user permissions
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
Vendor-reviewedSocial data
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
Platform
Vendor-reviewedMobile access
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Additional Features
Vendor-contributedPlaybooks