iCustomer Insights - CRM


Introduction

Customer Insights is your customer success platform, designed to help you sell, service, market, analyze and connect with your customers.

Customer Insights has everything you need to run your business from anywhere. Using standard products and features, you can manage relationships with prospects and customers, collaborate and engage with employees and partners, and store your data securely in the cloud.

Customer Insights that stores customer contact information like names, addresses and phone numbers as well as keeps track of customer activity like website visits, phone calls, email and more.

Customer Insights

"Customer Insights" is a technology for managing all your company relationships and interactions with customers and potential customers. The goal is simple: Improve business relationships. Customer Insights system helps companies stay connected to customers, streamline processes, and improve profitability.

When people talk about Customer Insights, they are usually referring to a Customer Insights system, a tool that helps with contact management, sales management, productivity, and more.

User Interface

Customer Insights takes all of that important data and organizes it into a simple user interface. It's one place for you to:

  • Manage all your contacts
  • Work with your prospective customers
  • Organize tasks and to-do items
  • Focus on the right deals
  • Collaborate with your team
  • Showcase your big wins
  • Close more business

Features

  • Marketing and sales lead: Helps you to measure customer engagement by tracking email activities and convert them to customers.
  • Contact management: With the help of this feature you can pull your customer's data like activity history, frequent contacts, customer communications, etc.
  • Opportunities and quotes: Helps vendor to create opportunity and quote.
  • Email integration: It provides integrations devoted to customer service, support and customer experience
  • Communities for sales: Online community software that enables companies to connect customers, partners and employees with each other
  • Lead Management: This feature helps you to tracks the leads that are in progress
  • Workflow and Approvals: The interface provides simple drag and drops option
  • Files Sync and Share: This feature provide the sales team the power to share various files and update them instantly
  • Dashboards: Dashboards feature offers a real-time picture of the business at a glance