There are a lot of choices out there for Customer Relationship Management (CRM) software, with the most common being Salesforce.com. Just like the Starbucks of the world, Salesforce.com uses it's deep pockets and creative marketing power to muffle the efforts of others in the CRM space -- until now!

If you take a close look at Salesforce.com's CRM packages you'll see a solution not too different from what they first developed 10 years ago when software-as-a-service was just hitting the market - that solution has been morphed and molded into what you see today. 

Having built DreamSimplicity, the fastest growing SaaS directory on the web, I have seen and evaluated many different software packages, CRM being the most common next to Enterprise Resource Planning (ERP). I must say Ivinex's system is impressive!

Ivinex CRM provides the latest and greatest in features and automation. Developed with the philosophy that each company's work-flow processes are unique, Ivinex is designed to give the user streamlined usage of the system. That means no tab, feature, or screen real estate ever goes unused. On top of that, Ivinex achieves  a click reduction of 16 to 1 for most common tasks.

I had a chance to catch up with  Derek Miner and Craig Austin from Ivinex to review their system in detail. Here are some key areas where Ivinex is clearly leading the charge:

Real-Time Configuration

Most know that with SaaS comes real-time visibility, control, and configuration.

Solutions like Salesforce.com and SugarCRM offer their users the ability to add custom fields, tabs, objects, forms, etc. - no news there. Configuration in these systems, though, is usually done from the administrator panel and does not happen as the user is imputing new records or building reports in the system. In other words, any configuration must take place either before or after the fact - not during...

Ivinex gives the user complete control to make changes on the fly. With just one or two clicks the user can add a new field to the record while the customer is on the phone.

Custom Process Flow 

Having used Salesforce.com for the last 5 years consistently, I am very aware of the systems' shortfalls as they relate to work flow processes. One of the biggest challenges is that "Leads" must convert to "Opportunities" and "Opportunities" must convert to "Accounts."

What happens if the record starts off in the system as a "Lead", but then needs to be converted to a "Partner" not a sales "Opportunity?" 

With Ivinex you can design this process to best fit your organization. If a "Lead" needs  to be converted to a "Partner," no problem. Utilizing easy-use-drag and drop technology you can create multiple scenarios and process flows to fit your organization's exact needs.

Additionally, Ivinex has the ability to report across any record type creating what seems to be the ultimate custom reporting engine!

Template Exchange

Salesforce.com made popular the AppExchange, an app store that provides users  a place to buy, sell, and share apps developed to integrate directly into their Salesforce.com CRM. 

Ivinex provides something similar, the ability to create templates of process flow and system layout.  Ivinex CRM's customers can design their own template or search the growing number of other business templates in their Template Exchange. 

The Template Exchange gives businesses access to templates developed and designed by other Ivinex customers, which can easily be imported to their account for usage. 

An example: a plumbing company may need a unique process flow and layout for their CRM. They can easily search for other templates on the exchange that fit their model and simply important them -- and boom their off and running.

Conclusion 

You can see why I am so excited about Ivinex.

It's super easy to switch over from any CRM and in the long run it will save you money and  hassle. Say goodbye to pricey deployment consultants and customization. Welcome power, real-time control, and a solution that fits any organizations needs big or small.

Thanks to Derek and Craig for sharing their amazing product with me. Can't wait to see what's cooking for the next release!