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INTRODUCTION
Customer relationship management (CRM) is a model for managing a company’s interactions with current and future customer. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. There are two kinds of CRM software which are commercials and open source. Open source CRM software requires lower cost, some of them even free. But most of them are not providing a complete package of business services, which makes it suitable for medium sized companies. These companies often have some technical talent that can take advantage of the fact that the source code is available to read and modify. It also supports multiple organizations, currencies and languages, almost the same as commercial ones. This paper will describe more information about some open source customer relationship management software. Those softwares are X2CRM, SplendidCRM, and SugarCRM. The information will containing its profile and functionality.
2. X2CRM
X2CRM is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system. With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM is remarkably compact and easy to use, yet incredibly flexible and cost efficient. 1.1 Profile Vendor : X2Engine Inc. Database : MySQL Operating System :Linux, Mac OS X, Windows 8, Solaris Web Servers : Apache, Nginx, IIS Programming Language: PHP 5.3.2 and above, JavaScript, Yii Framework User : Individuals and Small Sales Teams (user in 135+ countries all over the world) Architecture : X2CRM supports HTML5, iPad, iPhone and Android mobile phones. …show more content…
X2CRM is fully internationalized and has been localized into six languages with more on the way. X2CRM use “Process Driven Architecture” so company that use X2CRM able to quickly capture and route leads to their agents using intelligent lead routing rules. Inside X2CRM, there is Talend Enterprise Data Integration which provides a comprehensive solution to access, transform and integrate data from any business system in real time or batch to meet both operational and analytical data integration needs.
1.2 Functionality X2CRM has Marketing and Sales&Service function.
a. Marketing Function In order to keep X2CRM compact and easy-to-use we focus on key marketing capabilities, such as email campaigns and web lead capture forms; those features which organizations are most likely to utilize.
1. Email Campaigns X2CRM gives you the capability to create and send targeted and compelling email campaigns which are more likely to resonate with prospects and customers. Email campaigns interface [pic] 2. Tagging With X2CRM Tags, we can easily group contacts, as well as any other records, in any way we might like. The benefits are efficiently communicate or target email campaigns to specific types of prospects or customers. Tagging interface [pic] 3. Newsletter Ideal method for building an ongoing relationship with prospects and customers and keeping them informed of news and developments that may be of interest to them. Newsletter interface [pic] 4. Web Visitor Tracker & Lead Capture Tracking visitors to our site helps us to better understand who they are and what their needs are so we can directly address those needs and secure them as long-term customers. [pic] Web Vsitor Tracker & Lead Capture interface 5. Automated Workflow X2CRM’s marketing automation, X2FLOW, is an intuitive workflow designer and engine where we can leverage all the data in X2CRM to model simple yet sophisticated flows incorporating a variety of actions and conditions. Automating tasks increases employee productivity and allows us to extend the reach of our organization without hiring and training new employees. [pic] Automated Workflow interface 6. Lead Routing X2CRM gives you the flexibility to establish and modify lead routing rules quickly and easily. Small medium-sized businesses need full control over lead distribution to ensure each lead is managed by the individual most likely to move it through the sales funnel. [pic] Lead routing interface X2CRM’s integrated marketing capabilities allow us to efficiently and effectively connect and communicate with prospects, and ultimately convert them to long-term customers. Instead of worrying about logistics or spending time wrestling a complex marketing application, X2CRM’s simplified, intuitive interfaces enable us to focus our time and energy on developing compelling, differentiating marketing most
Customer relationship management (CRM) is a model for managing a company’s interactions with current and future customer. It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. There are two kinds of CRM software which are commercials and open source. Open source CRM software requires lower cost, some of them even free. But most of them are not providing a complete package of business services, which makes it suitable for medium sized companies. These companies often have some technical talent that can take advantage of the fact that the source code is available to read and modify. It also supports multiple organizations, currencies and languages, almost the same as commercial ones. This paper will describe more information about some open source customer relationship management software. Those softwares are X2CRM, SplendidCRM, and SugarCRM. The information will containing its profile and functionality.
2. X2CRM
X2CRM is an open source based Sales, Marketing Automation and Service application designed exclusively for companies that require a tightly focused customer information system. With special emphasis placed on marketing workflows, sales force speed and process optimization, X2CRM is remarkably compact and easy to use, yet incredibly flexible and cost efficient. 1.1 Profile Vendor : X2Engine Inc. Database : MySQL Operating System :Linux, Mac OS X, Windows 8, Solaris Web Servers : Apache, Nginx, IIS Programming Language: PHP 5.3.2 and above, JavaScript, Yii Framework User : Individuals and Small Sales Teams (user in 135+ countries all over the world) Architecture : X2CRM supports HTML5, iPad, iPhone and Android mobile phones. …show more content…
X2CRM is fully internationalized and has been localized into six languages with more on the way. X2CRM use “Process Driven Architecture” so company that use X2CRM able to quickly capture and route leads to their agents using intelligent lead routing rules. Inside X2CRM, there is Talend Enterprise Data Integration which provides a comprehensive solution to access, transform and integrate data from any business system in real time or batch to meet both operational and analytical data integration needs.
1.2 Functionality X2CRM has Marketing and Sales&Service function.
a. Marketing Function In order to keep X2CRM compact and easy-to-use we focus on key marketing capabilities, such as email campaigns and web lead capture forms; those features which organizations are most likely to utilize.
1. Email Campaigns X2CRM gives you the capability to create and send targeted and compelling email campaigns which are more likely to resonate with prospects and customers. Email campaigns interface [pic] 2. Tagging With X2CRM Tags, we can easily group contacts, as well as any other records, in any way we might like. The benefits are efficiently communicate or target email campaigns to specific types of prospects or customers. Tagging interface [pic] 3. Newsletter Ideal method for building an ongoing relationship with prospects and customers and keeping them informed of news and developments that may be of interest to them. Newsletter interface [pic] 4. Web Visitor Tracker & Lead Capture Tracking visitors to our site helps us to better understand who they are and what their needs are so we can directly address those needs and secure them as long-term customers. [pic] Web Vsitor Tracker & Lead Capture interface 5. Automated Workflow X2CRM’s marketing automation, X2FLOW, is an intuitive workflow designer and engine where we can leverage all the data in X2CRM to model simple yet sophisticated flows incorporating a variety of actions and conditions. Automating tasks increases employee productivity and allows us to extend the reach of our organization without hiring and training new employees. [pic] Automated Workflow interface 6. Lead Routing X2CRM gives you the flexibility to establish and modify lead routing rules quickly and easily. Small medium-sized businesses need full control over lead distribution to ensure each lead is managed by the individual most likely to move it through the sales funnel. [pic] Lead routing interface X2CRM’s integrated marketing capabilities allow us to efficiently and effectively connect and communicate with prospects, and ultimately convert them to long-term customers. Instead of worrying about logistics or spending time wrestling a complex marketing application, X2CRM’s simplified, intuitive interfaces enable us to focus our time and energy on developing compelling, differentiating marketing most