CRM Features

Read what people say are the most valuable features of the solutions they use.
reviewer974331 says in an Oracle Service Cloud review
Solution Architect - Oracle CX Cloud
* Self-service through the customer portal * Knowledge management * Omni-channel through CoBrowse * CTI * Chat, etc. View full review »
reviewer1136874 says in a Bitrix24 review
System Administrator at a tech services company with 11-50 employees
What I like about this solution, is that it is easy to use and very stable. It's moderately customizable and we get all the features we want. View full review »
Elmar Rudelstorfer says in an Oracle Service Cloud review
Process and Data Manager with 11-50 employees
Managing the sales staff with optional and obligatory tasks works well. The system is flexible if you have the necessary know how. View full review »
Account Executive at a media company with 51-200 employees
Learning how to generate specialized reports. The more metrics and understanding of functionality, the better. View full review »
reviewer963333 says in an Oracle Service Cloud review
Oracle Service Cloud Developer
Love the power of reporting and dashboards. Also, I really like how easy it is to customize the OSC to fit most needs. View full review »
Justin Dillow says in an Oracle Service Cloud review
Configuration Engineer III at Harte Hanks
* With add-ins, customer portal, custom apps, and APIs, there isn't much you can't do. * The ability to use chat and an ever-evolving knowledge base allows us to reduce the cost per contact. View full review »
Thomas Oates says in an Oracle Service Cloud review
Manager at a tech vendor with self employed
* Incident management * Workflow for transactions * KM for general knowledge The partnership we gained with Oracle has increased our rate of success. View full review »
Andray Sander says in a SAP CRM review
Mobile Application Developer at a tech services company with 11-50 employees
I have found the sales reporting feature specifically useful as it provides reporting and visualization which helps in decision-making. I use this to understand where to improve, which in-turn, helps generate sales. View full review »
HeaRis224 says in a Microsoft Dynamics CRM review
Project Manager at a financial services firm with 201-500 employees
Since we started using this platform, we have been able to ensure all communications trials with our customers are documented. We are able to effectively follow up on requests, ensuring all customer issues are resolved in a timely manner. This solution provides a platform where there is visibility of all customer interactions, with efficient follow-up. View full review »
reviewer902298 says in a Sales Creatio review
User
The system is easy to configure, build processes with, and make changes to as companies grow and change. Creatio provides a customizable platform that enables companies to safely store and recognize customer data, as well as connect multiple channels and other related services. View full review »
reviewer823218 says in a Salesforce Sales Cloud review
‎Senior Account Executive at a tech vendor with 501-1,000 employees
It has custom fields and custom reports which can align to our business objectives and marketing focus. View full review »
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