Friday CRM Features
What are the features of Friday CRM?
Platform
- Output Document Generation
Sales Force Automation
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Customer Contract Management
Marketing Automation
- Email Marketing
- Campaign Management
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Call Center Features
Mobile & Social
- Social Network Integration
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Friday CRM Categories on G2
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Platform
Customization | Based on 46 Friday CRM reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 78% (Based on 46 reviews) | |
Workflow Capability | As reported in 47 Friday CRM 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. | 75% (Based on 47 reviews) | |
User, Role, and Access Management | Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 47 Friday CRM reviews. | 83% (Based on 47 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 44 reviewers of Friday CRM have provided feedback on this feature. | 74% (Based on 44 reviews) | |
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. 45 reviewers of Friday CRM have provided feedback on this feature. | 67% (Based on 45 reviews) | |
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 46 Friday CRM reviews. | 67% (Based on 46 reviews) | |
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. This feature was mentioned in 47 Friday CRM reviews. | 84% (Based on 47 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. 50 reviewers of Friday CRM have provided feedback on this feature. | 66% (Based on 50 reviews) |
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. This feature was mentioned in 53 Friday CRM reviews. | 78% (Based on 53 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 53 reviewers of Friday CRM have provided feedback on this feature. | 72% (Based on 53 reviews) | |
Opportunity & Pipeline Mgmt. | 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. 54 reviewers of Friday CRM have provided feedback on this feature. | 79% (Based on 54 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 53 Friday CRM reviews. | 79% (Based on 53 reviews) | |
Territory & Quota Management | Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. This feature was mentioned in 52 Friday CRM reviews. | 70% (Based on 52 reviews) | |
Desktop Integration | Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. 53 reviewers of Friday CRM have provided feedback on this feature. | 72% (Based on 53 reviews) | |
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. This feature was mentioned in 47 Friday CRM reviews. | 67% (Based on 47 reviews) | |
Quote & Order Management | As reported in 48 Friday 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. | 68% (Based on 48 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. 52 reviewers of Friday CRM have provided feedback on this feature. | 70% (Based on 52 reviews) |
Marketing Automation
Email Marketing | As reported in 53 Friday 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. | 63% (Based on 53 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. This feature was mentioned in 52 Friday CRM reviews. | 63% (Based on 52 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. 51 reviewers of Friday CRM have provided feedback on this feature. | 75% (Based on 51 reviews) | |
Marketing ROI Analytics | Based on 49 Friday CRM reviews. Enables analysis of effectiveness of an organizations various marketing activities | 68% (Based on 49 reviews) |
Customer Support
Case Management | See feature definition | Based on 50 Friday CRM reviews. Tracks issues/help requests reported by customers through the resolution process. | 70% (Based on 50 reviews) |
Customer Support Portal | Based on 49 Friday 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. | 68% (Based on 49 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. This feature was mentioned in 49 Friday CRM reviews. | 71% (Based on 49 reviews) | |
Call Center Features | Based on 53 Friday CRM reviews. 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. | 68% (Based on 53 reviews) | |
Support Analytics | Enables analysis of customer support activities to optimize customer support professionals, processes and tools. 47 reviewers of Friday CRM have provided feedback on this feature. | 71% (Based on 47 reviews) |
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 46 Friday CRM reviews. | 71% (Based on 46 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. 48 reviewers of Friday CRM have provided feedback on this feature. | 69% (Based on 48 reviews) | |
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. 45 reviewers of Friday CRM have provided feedback on this feature. | 71% (Based on 45 reviews) |
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 49 reviewers of Friday CRM have provided feedback on this feature. | 68% (Based on 49 reviews) | |
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. 53 reviewers of Friday CRM have provided feedback on this feature. | 64% (Based on 53 reviews) | |
Mobile User Support | Based on 46 Friday CRM reviews. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 64% (Based on 46 reviews) |
Reporting & Analytics
Reporting | As reported in 47 Friday CRM reviews. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 72% (Based on 47 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 48 reviewers of Friday CRM have provided feedback on this feature. | 73% (Based on 48 reviews) | |
Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. This feature was mentioned in 49 Friday CRM reviews. | 69% (Based on 49 reviews) |
