eSalesTrack Features
What are the features of eSalesTrack?
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
Marketing Automation
- Campaign Management
- Lead Management
- Marketing ROI Analytics
Customer Support
- Case Management
- Customer Support Portal
Reporting & Analytics
- Reporting
- Dashboards
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eSalesTrack Categories on G2
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Platform
Customization | Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | Not enough data | |
Workflow Capability | 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. | Not enough data | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 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. | Not enough data | |
Performance and Reliability | 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. | Not enough data | |
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 | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | Not enough data | |
Performance and Reliability | Not enough data |
Sales Force Automation
Contact & Account Management | Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. 10 reviewers of eSalesTrack have provided feedback on this feature. | 87% (Based on 10 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 This feature was mentioned in 10 eSalesTrack reviews. | 82% (Based on 10 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 11 eSalesTrack 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. | 88% (Based on 11 reviews) | |
Task / Activity Management | Based on 10 eSalesTrack reviews. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 85% (Based on 10 reviews) | |
Territory & Quota Management | Based on 10 eSalesTrack reviews. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 83% (Based on 10 reviews) | |
Product & Price List Management | As reported in 10 eSalesTrack 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. | 85% (Based on 10 reviews) | |
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. 10 reviewers of eSalesTrack have provided feedback on this feature. | 82% (Based on 10 reviews) | |
Customer Contract Management | 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. This feature was mentioned in 11 eSalesTrack reviews. | 85% (Based on 11 reviews) |
Marketing Automation
Email Marketing | 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. This feature was mentioned in 10 eSalesTrack reviews. | 83% (Based on 10 reviews) | |
Campaign Management | Based on 11 eSalesTrack reviews. 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. | 86% (Based on 11 reviews) | |
Lead Management | 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. This feature was mentioned in 11 eSalesTrack reviews. | 86% (Based on 11 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities This feature was mentioned in 11 eSalesTrack reviews. | 83% (Based on 11 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. This feature was mentioned in 10 eSalesTrack reviews. | 83% (Based on 10 reviews) |
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. This feature was mentioned in 11 eSalesTrack reviews. | 89% (Based on 11 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | Not enough data | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. This feature was mentioned in 10 eSalesTrack reviews. | 85% (Based on 10 reviews) |
Integration
Data Import & Export Tools | Ability to input, modify and extract data from the application in bulk through a structured file. | Not enough data | |
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 | |
Data Import & Export Tools | Not enough data | ||
Integration APIs | Not enough data | ||
CRM Integration | Integrates with CRM software, which can help provide context to your mailing lists. | Not enough data |
Mobile & Social
Mobile User Support | Allows software to be easily used on multiple mobile devices include phone and tablet devices. | Not enough data |
Reporting & Analytics
Reporting | Based on 11 eSalesTrack reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 88% (Based on 11 reviews) | |
Dashboards | As reported in 11 eSalesTrack 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 | 86% (Based on 11 reviews) | |
Forecasting | Based on 10 eSalesTrack reviews. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 82% (Based on 10 reviews) | |
Basic Reporting | Not enough data |
Email Marketing
Manage Email Lists | List management tools include importing and maintaining subscriber data. Manage list segmentation, profile attribute management, and delivery status. Subscribers self-manage preferences. | Not enough data | |
High-Volume Sending | Ability to send thousands of unique, personalized emails per second. | Not enough data | |
Building and Personalizing Emails | Not enough data | ||
Sending Outbound Emails | Not enough data | ||
Manage Email Deliverability | Not enough data | ||
Automated Email Responses | Not enough data | ||
Multi-user Account | Enables multiple users to login to the same account to maintain a single account for your entire marketing team. | Not enough data | |
Surveys | Ability to send secure and personalized survey invites to your contact list. | Not enough data |
