TDF CRM Features
What are the features of TDF CRM?
Platform
- Customization
- User, Role, and Access Management
- Performance and Reliability
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Desktop Integration
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Knowledge Base
Integration
- Data Import & Export Tools
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
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TDF CRM Categories on G2
Filter for Features
Platform
Customization | Based on 20 TDF CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 77% (Based on 20 reviews) | |
Workflow Capability | Based on 11 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 71% (Based on 11 reviews) | |
User, Role, and Access Management | Based on 20 TDF CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 76% (Based on 20 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. | Based on 11 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 70% (Based on 11 reviews) | |
Performance and Reliability | Based on 21 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 73% (Based on 21 reviews) | |
Output Document Generation | Based on 11 TDF CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 56% (Based on 11 reviews) |
Sales Force Automation
Contact & Account Management | Based on 34 TDF CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 82% (Based on 34 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 | Not enough data | |
Opportunity & Pipeline Mgmt. | Based on 31 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 78% (Based on 31 reviews) | |
Task / Activity Management | Based on 30 TDF CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 81% (Based on 30 reviews) | |
Territory & Quota Management | Based on 16 TDF CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 71% (Based on 16 reviews) | |
Desktop Integration | Based on 29 TDF CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 78% (Based on 29 reviews) | |
Product & Price List Management | Based on 14 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 68% (Based on 14 reviews) | |
Quote & Order Management | Based on 14 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 60% (Based on 14 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. | Not enough data |
Marketing Automation
Email Marketing | Based on 15 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 66% (Based on 15 reviews) | |
Campaign Management | Based on 11 TDF CRM 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. | 64% (Based on 11 reviews) | |
Lead Management | Based on 16 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 64% (Based on 16 reviews) | |
Marketing ROI Analytics | Enables analysis of effectiveness of an organizations various marketing activities | Not enough data |
Customer Support
Case Management | See feature definition | Based on 20 TDF CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 69% (Based on 20 reviews) |
Customer Support Portal | Based on 16 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 71% (Based on 16 reviews) | |
Knowledge Base | Based on 19 TDF CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 66% (Based on 19 reviews) | |
Call Center Features | Based on 12 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 63% (Based on 12 reviews) | |
Support Analytics | Based on 13 TDF CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 60% (Based on 13 reviews) |
Integration
Data Import & Export Tools | Based on 20 TDF CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 69% (Based on 20 reviews) | |
Integration APIs | Based on 15 TDF CRM reviews and verified by the G2 Product R&D team. 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. | 82% (Based on 15 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. This feature was mentioned in 11 TDF CRM reviews. | 67% (Based on 11 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 | Not enough data | |
Mobile User Support | Based on 22 TDF CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 61% (Based on 22 reviews) |
Reporting & Analytics
Reporting | Based on 25 TDF CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 69% (Based on 25 reviews) | |
Dashboards | Based on 27 TDF CRM reviews and verified by the G2 Product R&D team. 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 | 67% (Based on 27 reviews) | |
Forecasting | Based on 19 TDF CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 63% (Based on 19 reviews) |
