Blog – Page 2 – Efficy CRM
March 7, 2017

Efficy CRM Marketing Automation Module

Here is a presentation of Efficy CRM Marketing Automation Module : A complete eMailing solution Tracking of opens, clicks… Optin / opt out / unsuscribing Forms & landing pages Drag & drop email template designer Survey Reporting, A/B testing & Link Map A powerfull Marketing automation Workflows & processes Automatic […]
March 7, 2017

What is Social CRM… and how does it differ from Traditional CRM?

What is Social CRM… and how does it differ from Traditional CRM? Here is the answer in 1 picture! 20% of the world’s population will use social networks Employees have the power to create the buzz and drive sales Data from Social Networks will help CRM to become more accurate […]
March 7, 2017

Mobile CRM

Mobile CRM is becoming more and more important for all companies that have sales representatives on the field. According to a Gartner study in 2014, the most important benefits are : Improving productivity Increasing sales & revenue Improving customer support Improving competitive advantages Providing more ease of information access Enhancing portability within […]
March 6, 2017

Efficy Services Quality Charter – Pierre-Philippe Fouret – Quality Assurance Manager

Pierre-Philippe, Quality Assurance Expert Hi, I am Pierre-Philippe, Quality Assurance Expert at Efficy Headquarters. Implementing a CRM solution has great positive impacts on one’s business activity. However, to make sure the implementation process is carried out successfully, it is important that you and your team know the steps that shall […]
March 6, 2017

Changing your CRM system for an xCRM

In a fast changing world, changing an old CRM system is now a must.   The new CRMs, with an extended CRM platform (xCRM), are capable of responding to the new needs of the organizations. In fact, the platform centralizes all external source data, regardless of the operating system, using a unique […]
March 6, 2017

CRM Cloud or CRM On Premise?

Before buying a CRM, be sure that it is accessible through on-site installation and through the cloud: Hosting through the cloud allows for agile treatment, deployment and development whilst relying on CRM’s hosting infrastructure to guarantee the security of your data. In addition, you will benefit from the most up […]
March 6, 2017

How to choose a CRM System!

A CRM system is focused on the idea of building links that allows for information (company, contact, project, document) to easily be put into perspective and context through a maximally automated process. All processed information is stored in the database under an eponymous entity : a contact, a meeting, a task, […]
March 6, 2017

Project Management Software

You need to increase the profitability of your projects? With Efficy you can manage all the information related to a project – planning, documents, invoices, tasks, etc. Efficy CRM measures your efficiency as well as the profitability of a project. You get key information in real-time to help you improve the monitoring and […]
March 6, 2017

Customer Service Software

Do you have a dissatisfied customer? Has a technical problem been a cause of complaint? Thanks to Efficy you can use these situations to your advantage and learn valuable lessons from them! Follow-up Reliability Efficy CRM ensures that each support request is immediately redirected towards the appropriate person or department. Similarly, […]
March 6, 2017

Document Management Software

Does everyone seem to have their own way of filing documents? Do you find the Windows tree-views to be complex and cumbersome? Let Efficy help you file and manage your documents. No more wasted time when you are looking for a document or when you want to file it in […]