iGlobe CRM Office 365

1 review

iGlobe is dedicated to deliver state of the art business applications to Microsoft Office 365. They believe in usable solutions that gives our customers value from day one. Solutions from iGlobe are easy to learn, simple to implement and affordable. iGlobe CRM Solution is a customer-driven Microsoft Office 365 application that ensures a total customer overview by giving a 360 angle view of the activities and the relationship to the Customer.

iGlobe

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iGlobe CRM for Office 365 is a cloud-based Customer Relationship Management (CRM solution designed to seamlessly integrate with Microsoft Office 365, enhancing business processes by providing a comprehensive 360-degree view of customer interactions. Built on SharePoint Online, it offers a user-friendly interface that simplifies implementation and usage, ensuring businesses can quickly adapt and benefit from its features. By leveraging existing Microsoft 365 infrastructure, iGlobe CRM facilitates improved collaboration, increased efficiency, and deeper insights into customer relationships, all while maintaining affordability and ease of use. Key Features and Functionality: - Outlook Integration: Directly save emails to CRM, create contacts, and manage communications without leaving Outlook, supporting various devices including Windows PCs, web browsers, iPhones, iPads, and Android devices. - Sales Pipeline Management: Track sales opportunities from lead to closure, providing visibility into sales activities and forecasting capabilities to enhance sales effectiveness. - Customization: Easily adapt the CRM to specific business requirements without the need for coding, allowing for the addition of tabs or fields to match unique workflows. - Mobile Accessibility: Access CRM data and perform tasks on the go using mobile devices, ensuring productivity and responsiveness. - Integration with Microsoft Teams: Utilize iGlobe within Microsoft Teams to manage sales processes, customer information, and tasks, fostering collaboration and efficiency. - GDPR Compliance: Implement appropriate technical and organizational measures to secure personal data, ensuring compliance with GDPR requirements. Primary Value and Solutions Provided: iGlobe CRM addresses the need for a CRM system that is both powerful and easy to use, eliminating the complexities often associated with CRM implementations. By integrating seamlessly with Microsoft Office 365, it allows businesses to leverage their existing infrastructure, reducing the learning curve and facilitating rapid adoption. The solution enhances sales productivity by providing tools for effective pipeline management, forecasting, and reporting, enabling sales teams to focus on customer engagement and closing deals. Additionally, its customization capabilities ensure that businesses can tailor the CRM to their specific needs without extensive technical expertise, making it a versatile and scalable solution suitable for small to medium-sized enterprises.