ArcCRM Features
What are the features of ArcCRM?
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Document & Content Mgmt.
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
Customer Support
- Customer Support Portal
- Knowledge Base
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ArcCRM Categories on G2
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Platform
Customization | As reported in 24 ArcCRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 85% (Based on 24 reviews) | |
Workflow Capability | Based on 17 ArcCRM reviews. 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. | 93% (Based on 17 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. 22 reviewers of ArcCRM have provided feedback on this feature. | 93% (Based on 22 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. | Not enough data | |
Sandbox / Test Environments | Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | Not enough data | |
Document & Content Mgmt. | 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. This feature was mentioned in 14 ArcCRM reviews. | 94% (Based on 14 reviews) | |
Performance and Reliability | As reported in 21 ArcCRM 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. | 95% (Based on 21 reviews) | |
Output Document Generation | Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | Not enough data |
Sales Force Automation
Contact & Account Management | As reported in 20 ArcCRM reviews. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 96% (Based on 20 reviews) | |
Partner Relationship Mgmt. (PRM) | 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 15 reviewers of ArcCRM have provided feedback on this feature. | 93% (Based on 15 reviews) | |
Opportunity & Pipeline Mgmt. | As reported in 19 ArcCRM reviews. 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. | 98% (Based on 19 reviews) | |
Task / Activity Management | Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. This feature was mentioned in 17 ArcCRM reviews. | 98% (Based on 17 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | Not enough data | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | Not enough data | |
Product & Price List Management | 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. | Not enough data | |
Quote & Order Management | 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. | Not enough data | |
Customer Contract Management | Based on 10 ArcCRM reviews. 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. | 87% (Based on 10 reviews) |
Marketing Automation
Email Marketing | Based on 24 ArcCRM 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. | 94% (Based on 24 reviews) | |
Campaign Management | 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. 24 reviewers of ArcCRM have provided feedback on this feature. | 97% (Based on 24 reviews) | |
Lead Management | Based on 22 ArcCRM 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. | 96% (Based on 22 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities 23 reviewers of ArcCRM have provided feedback on this feature. | 86% (Based on 23 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. | Not enough data |
Customer Support Portal | 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. 14 reviewers of ArcCRM have provided feedback on this feature. | 93% (Based on 14 reviews) | |
Knowledge Base | As reported in 14 ArcCRM 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. | 92% (Based on 14 reviews) | |
Call Center Features | 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. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | Not enough data |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 10 ArcCRM reviews. | 92% (Based on 10 reviews) | |
Integration APIs | 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. | Not enough data | |
Breadth of Partner 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. | Not enough data |
Mobile & Social
Social Collaboration Features | 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 | Not enough data | |
Social Network Integration | 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. | Not enough data | |
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | As reported in 11 ArcCRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 91% (Based on 11 reviews) | |
Dashboards | 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 This feature was mentioned in 11 ArcCRM reviews. | 92% (Based on 11 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
