Kylas Sales CRM Features

As reported in 300 Kylas Sales CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 304 reviewers of Kylas Sales CRM have provided feedback on this feature.

Based on 303 Kylas Sales CRM reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 265 Kylas Sales CRM reviews.

Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. 278 reviewers of Kylas Sales CRM have provided feedback on this feature.

As reported in 295 Kylas Sales CRM reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. This feature was mentioned in 276 Kylas Sales CRM reviews.

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. This feature was mentioned in 345 Kylas Sales CRM reviews.

As reported in 297 Kylas Sales CRM reviews. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information

Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. This feature was mentioned in 345 Kylas Sales CRM reviews.

Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 350 Kylas Sales CRM reviews.

Based on 298 Kylas Sales CRM reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 318 reviewers of Kylas Sales CRM have provided feedback on this feature.

As reported in 319 Kylas Sales CRM reviews. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system.

Based on 306 Kylas Sales CRM reviews. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts.

Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. 295 reviewers of Kylas Sales CRM have provided feedback on this feature.

As reported in 308 Kylas Sales CRM reviews. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders.

Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. This feature was mentioned in 304 Kylas Sales CRM reviews.

Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. 334 reviewers of Kylas Sales CRM have provided feedback on this feature.

Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 303 Kylas Sales CRM reviews.

Tracks issues/help requests reported by customers through the resolution process. 327 reviewers of Kylas Sales CRM have provided feedback on this feature.

As reported in 329 Kylas Sales CRM reviews. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base.

As reported in 335 Kylas Sales CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions.

Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. This feature was mentioned in 326 Kylas Sales CRM reviews.

Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 329 reviewers of Kylas Sales CRM have provided feedback on this feature.

As reported in 297 Kylas Sales CRM reviews. Ability to input, modify and extract data from the application in bulk through a structured file.

As reported in 286 Kylas Sales CRM reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 264 reviewers of Kylas Sales CRM have provided feedback on this feature.

Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone 297 reviewers of Kylas Sales CRM have provided feedback on this feature.

Based on 308 Kylas Sales CRM reviews. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management.

As reported in 316 Kylas Sales CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices.

Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. This feature was mentioned in 342 Kylas Sales CRM reviews.

Based on 347 Kylas Sales CRM reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 324 Kylas Sales CRM reviews.

Allows users to generate text based on a text prompt. This feature was mentioned in 171 Kylas Sales CRM reviews.

Capability to perform complex tasks without constant human input 21 reviewers of Kylas Sales CRM have provided feedback on this feature.

Ability to break down and plan multi-step processes This feature was mentioned in 21 Kylas Sales CRM reviews.

Based on 21 Kylas Sales CRM reviews. Works across multiple software systems or databases

Improves performance based on feedback and experience 21 reviewers of Kylas Sales CRM have provided feedback on this feature.

Based on 21 Kylas Sales CRM reviews. Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting This feature was mentioned in 21 Kylas Sales CRM reviews.

As reported in 21 Kylas Sales CRM reviews. Makes informed choices based on available data and objectives