Customer data management / contact management
The software acts as a single source for all customer data and enables users to access that data efficiently.
Cat avg: 8.6
Top Performing Features
Opportunity management
Users can track deals and create quotes.
Cat avg: 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.
Cat avg: 7.8
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Cat avg: 8
Worst Performing Features
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Cat avg: 7.7
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Cat avg: 8.3
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Cat avg: 7.2
PlanPlus Features from Reviews
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
8.6+11%
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
Territory management
Users can defines salesperson territories based on customer or market characteristics.
Category average: 7.2
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
Contract management
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
Category average: 7.8
Quote & order management
Users can create, process and fulfill price quotations and sales transactions.
Category average: 7.7
Interaction tracking
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
Category average: 8
Channel / partner relationship management
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Category average: 7.9
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
9+15%
Case management
This includes incident/ticket creation, routing, escalation, and resolution.
Category average: 8.2
Call center management
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
Category average: 6.9
Help desk management
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Category average: 8.2
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
10+35%
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.
9.7+26%
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.
9.7+29%
Forecasting
The software helps users accurately forecast sales based on volume and conversion metrics.
Category average: 7.5
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
Customizable reports
Users can create reports and dashboards unique to their needs.
Category average: 7.7
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
8.5+18%
Custom fields
Users can create custom fields to store additional information on standard and custom objects.
Category average: 7.8
Custom objects
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
Category average: 6.6
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.
7-14%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.3
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
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
9.5+22%
Marketing automation
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
Category average: 7.4
Compensation management
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Category average: 8.5
Platform
8+4%
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
PlanPlus Features from the Vendor
Additional Features
Vendor-contributedMulti User / Access Control
ABC-123 Prioritized Tasks
Sales Opportunity Tracking
Outlook/Gmail Integration
Drip and Blast Email Marketing Campaigns