Was ist Efficy CRM?
Eine CRM-Lösung, die sich an deine Bedürfnisse anpasst.
Eine nutzerfreundliche und einfach zu bedienende Lösung, die an die Größe deines Unternehmens angepasst ist.
Mit der effizienten CRM-Lösung kannst du deine Geschäftsaktivitäten auf sehr strukturierte Weise ausbauen und weiterentwickeln: Dokumentenverwaltung/
Customer Relationship Management (CRM)/
Datenvisualisierung und -analyse/
Außendienstverwaltung und -motivation/
Wer verwendet Efficy CRM?
Efficy ist ein flexibles CRM, das für die entwickeltsten Bedürfnisse konzipiiert wurde. Das Datenmodell ermöglicht es dem Unternehmen, sich an den kompliziertesten Geschäftsprozess anzupassen, einschließlich Personalisierung und Cloud-Hosting.
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Bewertungen über Efficy CRM
Efficy CRM provides access to your contacts, actions, projects with a link to your agenda
To get all information needed in a single software.
It helped be get better organised.
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.
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.
In Betracht gezogene Alternativen:
Efficient small to mid-size company CRM
Kommentare: FLuid, simple to use, easy to configure.
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.
Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).
Antwort von Efficy
vor 2 Jahren
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.
Kommentare: 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.
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.
As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like.
Antwort von Efficy
vor 3 Monaten
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 :-)
Kommentare: Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks.
The 360 view on your customers, the ability to select relations between the different entities.
Document management is not fluent en intuitively. You can link to all entities, still the creation of a document is complex. You need to go over the document container.
Antwort von Efficy
vor 3 Monaten
Hi Curalia, And a genuinely thank you for this review !! Happy to read that your global experience is very positive. Concerning your feedback on our document management feature, let us tell you that our R&D team is working on improvements that will be visible in our next edition... Stay tuned ;-) The efficy Team
Efficy is more than just an application to use for CRM. Also able to improve business processes.
Less independent from people / departments.
Increasing speed in commercial processes.
Mutual goals spread out through the company.
Output more professional.
Better developed marketing instrument.
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.
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.