Simple CRM: a CRM powered by AI
Contact management in Simple CRM
The CRM lets you handle your contacts as well as possible by centralising their information. You can reach the history of your interactions as well as the history of changes to recover deleted data.
Salesdorado’s adviceLike many CRM tools, Simple lets you separate your “company” contacts from your “person” contacts. Simple CRM goes further, though, by letting you assign several companies to the same contact, which avoids creating duplicates and muddling your tracking of that same contact.
You can also store and split data while complying with the GDPR. Finally, you can archive and activate contacts, as well as assign areas of interest to them.
Needs qualification and opportunity management
The tool lets you qualify your customers’ areas of interest and your suppliers’ capabilities. You can create advanced qualification fields, build complex queries and take advantage of BI, which draws on the relationship history (customers who have never contacted support, for instance).
Simple CRM lets you create custom fields to qualify your contacts, notably around their needs and capabilities. Data mining is indeed at the heart of Simple CRM’s technology, and it lets you easily get a return on your address book.
The role of AI within Simple CRM
Salesdorado’s noteSimple CRM was the first management tool to build AI into its system. While that AI started out as nothing more than a virtual assistant, Simple CRM’s AI today offers increasingly advanced features.
The tool (called HaPPi) today lets you analyse plenty of data, spot potential problems and it even suggests solutions and potential customers. HaPPi is crossed with Big Data technology, which lets it send qualified leads straight to your sales reps.
The tool lets you send automatic meeting reminders, in several forms. The AI also fuels the gamification of the software by working out who the top-performing employees are and motivating teams to outdo themselves.
Salesdorado’s takeArtificial intelligence is a central part of Simple CRM, and it gains power over time. The more the SIMPL environments are used, the more relevant the AI’s interventions become. Data confidentiality is also secured because that data is encrypted.
Reporting in Simple CRM
Simple CRM’s reporting solution focuses on analysis tables tied directly to sales, notably for analysing sales projections. Reporting goes further, though, thanks to tools that let you measure the overall ROI of your business.
The CRM includes modules for return on investment analysis, Business Intelligence and classic sales reporting. Those analyses let you quickly know whether an action is profitable or not: from sales management to after-sales service, the entire running of the company can then be steered in a few clicks.
Salesdorado’s takeThe Business Intelligence and ROI tool lets you analyse the profitability of your interactions, what takes up most of your time as well as your budget balance. All of that lets you improve your management decisions.
Simple Mobile
Simple Mobile is available for smartphones and tablets on iOS and Android. That application works offline, which lets you reach the CRM solution even with no internet. The application lets you handle “company” and “contact” records, your interactions and also view your projects in progress.
Salesdorado’s takeYour data is encrypted in 1024 bits: that protects it and keeps you calm, even if your phone is stolen!
Simple CRM’s integrations
Simple CRM is the centre point of a broader suite of tools. You can therefore connect it to the following tools to get one of the most complete management tools around:
- Simple ERP for unified management of your entire customer relationship
- Simple Marketing for campaign management and analysis of your customer feedback
- A GDPR control centre
But that is not all. Simple CRM also integrates with plenty of other business applications, such as Outlook for emails, Skype for video calls, Drupal for the CMS, Google Drive and so on. In short, as you will have gathered, the list of possibilities is long.
Salesdorado’s takeBetween the other tools in the Simple suite and the fact that the CRM can be connected to the most popular tools on the market, you quickly realise that the number of available features is well worth a look, especially at relatively affordable prices.
Customer support at Simple CRM
Simple CRM is a French solution, with French customer support as well. Contact is mainly by email, there is no way to call them by phone. If you run into a problem, you can also look at the “Simple CRM club”, which gathers plenty of resources that can help you.
You can also watch explanatory videos on MOOCs or read articles to keep up with the software’s latest developments. On top of that, you can earn certifications tied to using the software through the Simple CRM Academy.
Salesdorado’s takeSimple CRM has plenty of features and keeps evolving. Stay up to date by training on the MOOCs and the Simple CRM Academy! We also appreciate that support is available whichever package you pick.
Simple CRM pricing
- Simple CRM Starter, from 15 €: 1 to 5 users, you get access to the management of companies, contacts, tasks, meetings, projects, documents, targets and to activity reports. You are entitled to support, can make a few customisations, sync your calendar and generate project templates. No access to sales document management (you can buy an ERP module) or to artificial intelligence.
- Simple CRM Classic, from 25 €: 1 to 50 users, you get access to everything in Starter as well as telephony, Skype and Whatsapp links, the optional Simple Paiement module and voice recognition.
- Simple CRM Enterprise, from 40 €: 1 to 250 users, you get access to everything in Classic, to geolocation of customers and leads and route calculation, to tailored reports and to most of the artificial intelligence, customisation and sales document management options.
- Simple CRM Business+, from 65 €: an unlimited number of users and you get access to every function of the software.
Salesdorado’s takeSeveral packages to match your situation and good value for money. You can also try the tool free of charge for 15 days.