17 anos ajudando empresas
a escolher o melhor software
Efficy CRM
Conheça Efficy CRM
Por fim, uma solução de gestão do relacionamento com o cliente (CRM na sigla em inglês) que se adapta às suas necessidades.
Uma solução fácil de usar e adaptada ao tamanho da sua empresa.
A solução de CRM Efficy permite que você cresça e desenvolva sua atividade comercial de uma maneira muito estruturada: Gestão de documentos /
Gestão de relacionamento com o cliente /
Gestão de campanhas de marketing /
Gestão de contatos /
Visualização e Análise de Dados /
Gestão e motivação da força de vendas /
Gestão colaborativa de projetos /
Aplicativo de gamificação
Quem usa Efficy CRM?
O Efficy é um CRM flexível feito para as necessidades mais consideradas. O modelo de dados permite uma adaptação ao processo de negócios mais complicado e, na nuvem, a migração de personalizações está incluída.
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Avaliações do Efficy CRM
Efficy CRM provides access to your contacts, actions, projects with a link to your agenda
Comentários:
To get all information needed in a single software.
It helped be get better organised.
Vantagens:
Ready to use CRM with all functions included. I am giving Soft Skills training and I am working with a lot companies with different type of contact within the company (HR, project manager, Team manger, and workers). Efficy allows me to keep track of each action, meeting or training day thanks to the link and direct access to the action list and agenda. Furthermore it allows me to sort my activities within the Sales opportunity manager and the Project manger so that I can have a clear view on all my upcoming activities. I can access my database from anywhere using any king of devices (laptop, Ipad, cell phone). Not only my actual training types but the business (or private) interests of my contacts can be sorted in the Profile manager in order to send targeted emailing. There is no need to introduce too many data in the system as you can import your emails or send it directly from the application. All data can be exported in Excel, sorted directly on the screen (you can even design your own screen yourself thanks to the custom view editor). A powerful query system is also included to extract data as you wish.
Desvantagens:
There are so many functionalities that you need someone to help you explore them all. It is sometime hard to know where to find the relevant information in order to use a more complex functionality.
Alternativas consideradas anteriormente:
Efficient small to mid-size company CRM
Comentários: FLuid, simple to use, easy to configure.
Vantagens:
Easy to deploy, many standard features that can be easily tweaked but not too many, very complete KPI module easy to deploy on your own.
Desvantagens:
Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).
Resposta do Efficy
há 3 anos
Hi Annelies and thank you for your review Ease of deployment is one nice advantage of our solutions. And concerning multilingual features, I think you're speaking about INES CRM which wasn't completely multilingual, you're 100% right. For you to know, Efficy CRM is now available in 23 languages, even with non roman alphabets. Thanks again and see you soon ;-) The Efficy Team
even the very smallest can benefit from Efficy.
Comentários: Efficy keeps my company's contacts updated and in the right place ( I am entering accordingly otherwise it does not work). The back up service (the efficy support team) is always available and helpful.In a nutshell: I feel save , I don't need to be afraid about loosing what's professionally important to me.
Vantagens:
Working alone, Efficy became my personal assistant: Efficy is my secretary who reminds me about the things I must follow up and keep an eye on.
Desvantagens:
As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like.
Resposta do Efficy
ano passado
Thank you Pauline for this very nice review. Your review is the reason why we keep doing our job: making entrepreneurs happy and support them in their daily growth. I'll forward this message to the team :-)
Efficy is more than just an application to use for CRM. Also able to improve business processes.
Comentários:
Knowledge.
Less independent from people / departments.
Increasing speed in commercial processes.
Mutual goals spread out through the company.
Output more professional.
Better developed marketing instrument.
Vantagens:
The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with. Customers, suppliers, influencers, etc. Efficy is extremely flexible in connecting subjects (all kind of subjects) to each other in order to create a mutual insight in the matters you are dealing with. To store data is one thing, but to make information from that data is another one. Efficy enables you to extract and create views that you haven't been aware of before using Efficy. By using and defining the different opportunities, we have experienced that Efficy supports and improves different business processes. For instance a Project with different companies, and contacts, multiple internal Efficy users, requiring adequate documentation, can be well supported with different Efficy functionalities. Communication and sharing information is Always a difficult part of the working process, in all circumstances. Efficy is very helpful to close the circle.
Desvantagens:
Efficy is very flexible, it often offers many different ways to receive your goal. This makes it sometimes difficult for users to explain the steps that have to be taken. If a user gets more experienced and has the confidence in using Efficy, this flexibility becomes an asset. We have focussed on one solution in our education programm. The faster learning users were asked to take notice of this in order to avoid confusion.
Much more than a CRM, it is a complete product to manage "knowledge" within your company
Comentários:
- better communication within the company
- better process in place to manage information
- better sales activities
Vantagens:
We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs. - amazing flexibility to customize your own process, fields, lookup etc... - very good presentation. "flat" design straight to the point. - good communication with the supplier to move forward your project. If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool. We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..). Great tool
Desvantagens:
The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could disturbing for the users and for the project manager to follow.
