Сlient Management software

Updated: March 22, 2019

2019. HoneyBook, CRM for creative businesses raises $28M



HoneyBook, a customer-relationship management platform aimed at small businesses in creative fields, announced today it has raised a $28 million Series C led by Citi Ventures. This brings HoneyBook’s total raised so far to $72 million. It is using the funds to grow its teams in San Francisco and Tel Aviv and build new features for its user base, including small companies, people who work by themselves (“solopreneurs”) and freelancers. Like other CRMs, HoneyBook helps them develop relationships with potential new clients, manage projects, send invoices and accept payments, but with tools scaled for their business’ needs.


2017. LinkedIn gets closer to CRM



LinkedIn, the social network for the working world that is now owned by Microsoft, is adding a new “enterprise” tier to its Sales Navigator product — a subscription-only service that lets salespeople tap LinkedIn for customer leads for so-called “social selling” — opening up the product for much larger groups of users. On top of this, it’s also integrating PointDrive (a tool it acquired last year to help salespeople share documents and presentations with clients); and adding CRM sync functionality to write back to whichever CRM database your company uses whatever selling you have done in LinkedIn.


2016. Zoho CRM 2016 is now available


Zoho unveiled the new version of its Zoho CRM. The biggest release ever brings multichannel sales, a brand-new email client for salespeople, a marketplace where developers can connect with end users, and other features. Multichannel support for phone, email, live chat, social media, and in-person meetings will let your team make the most of every interaction at a moment’s notice. The new gamification layer Gamescope allows to set up peer-to-peer contests for your teams and make selling fun. You can use badges and trophies to reward best practices and keep your team motivated and see who your top performers are and who could use some more coaching with insights from Advanced CRM Analytics. Zoho Marketplace offers extensions from major SaaS vendors, including MailChimp, SurveyMonkey, Zendesk, Eventbrite, Box, DocuSign, SignEasy, Webmerge and SMS-Magic.


2015. Bpm’online updates its CRM for Financial Services



Bpm’online CRM for Financial Services helps firms to deliver exceptional customer service. New features for corporate banking, lending, underwriting, and product portfolio integration enable the product to arm even more institutions with the tools to obtain a 360-degree customer view and turn it into a competitive edge. Bpm’online CRM for Financial Services supplies banks with all the necessary tools to cover key customer facing processes. It includes four products that can be used as standalone applications or integrated as a bundle of modules: marketing, bank sales,  lending and bank customer center. Banks can choose any or all products that best fit their business needs – each backed by robust business process management engine. By following pre-defined processes in bpm’online, agents bring industry best practices to their work, from identifying prospective clients to suggesting the most relevant banking products to existing customers at the right time.


2009. Salesforce announced Service Cloud 2.0



Service Cloud - is the revolutionary customer service solution, that integrates helpdesk with social networks and tools. Today Salesforce unveils the second generation of Service Cloud with 3 new modules: Salesforce Knowledge, Salesforce Answers and Salesforce for Twitter. All them are tightly integrated with Salesforce CRM and built  on top of Force.com (so they can be customized for particular company needs). Starbucks, Comcast and Dell are already using these new tools. Salesforce Knowledge This is a heart of Service Cloud, that is linked to all other modules and pulls knowledge from them. It's a knowledge base based on Dimensions (one of the best knowledge management systems in the world, acquired  by Salesforce last year). Dimensions is famous for its categorization features that enable quickly find answers that are individual for each customer case. Salesforce made some magic with it and created the world first "cloud knowledge base" that is available not only for customer service, but also can be shared over the cloud: on public website, customer portal or even in Facebook. Salesforce Answers This is Salesforce's answer to popular support forums. As well as forums, Salesforce Answers uses crowdsourcing to reduce load on customer service (experienced customers help newbies). But unlike forums where you need to dig through unrelevant posts, in Salesforce Answers all posts are rated and company representative can select the "best answer" that will be shown first. This imitates Yahoo Answers or Google Answers. Each question/answer can be easily transformed into the knowledge base article. Salesforce for Twitter Salesforce CRM was first to become "listening" Twitter in order to find interesting messages regarding company or products. Now Service Cloud  has a full-featured Twitter client, that can not only search through real-time web, but also convert Twitter messages to support tickets, track their lifecycle and post replies right from the Service Cloud.