Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Discover unparalleled mobility, robust security, and seamless integration—providing exceptional personalization throughout every phase of the customer experience. You can transmit emails directly from Dataview or share outcomes with Office 365; transfer contacts and calendar entries from Dataview or report to Office 365; and link Office 365 components (like email, calendar, and contacts) with Saratoga CRM Thin Client records. With Office 365 connectivity, you'll have smooth access to Saratoga information right from Office 365. After delving into reports, you can open records, view attachments without the need to save them on your device, and benefit from enhanced search customization. Easily send records to your colleagues by automatically exporting them as PDFs straight from Saratoga Rich Client or attaching them via email from a grid, ensuring they receive the latest data from your system promptly. Furthermore, this streamlined communication empowers teams to collaborate more effectively, keeping everyone aligned and informed.
Description
Leverage Customer Relationship Management (CRM) tools to streamline responses, enhance reaction times, send focused communications, and monitor all activities effectively. Real-time statistics equip you with pertinent information at your fingertips, while custom metrics can be quickly tailored to meet your specific needs. With WebConnector, integrating online forms, product listings, booking systems, surveys, and customer management into any static or content management system website becomes a seamless task. Experience the benefits of automated customer acquisition! Personalized email campaigns and automated follow-up messages (FollowUps) can boost sales by an impressive 200 to 300 percent. Utilize Factura for efficient management of quotes, orders, invoices, delivery notes, reminders, and inventory. By automating various workflows, you can significantly save time and enhance productivity in your operations. This streamlined approach not only simplifies processes but also allows businesses to focus on growth and customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
2Subscribe
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Tokara Solutions
Founded
2009
Country
United States
Website
www.tokarasolutions.com/technologies/crm-solutions/saratoga-crm/
Vendor Details
Company Name
Worldsoft
Founded
2000
Country
Switzerland
Website
www.worldsoft-wbs.info/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management