Efficy CRM: Our review

Contact management on Efficy CRM

Efficy allows you to keep your contacts’ information securely, including addresses, contacts, relationship history, prospecting and loyalty actions, orders and complaints.

Efficy’s CRM allows you to track all your customer/prospect actions, regardless of the channel (email, call, mail…). This allows for greater coordination between departments and better follow-up for your customers. The same goes for interaction sheets, ideal for giving context to sales teams or settling certain disputes.

Salesdorado’s advice
Access to the history of exchanges and their centralization allows managers to monitor what is being done and not risk losing information, if one of your employees decides to leave, your information is shared within your team.

The sales pipeline on Efficy CRM

With Efficy, your leads quickly turn into opportunities and the CRM quickly redirects them to the right salesperson, your sales process is optimally automated.

Efficy’s “Peak Me Up” application allows you to challenge your salespeople and improve their results.

The CRM can then provide you with comprehensive reports to optimise your performance and provide you with areas for improvement.

Your database is accessible both online and offline, allowing your sales staff to remain effective anywhere, anytime.

Gamification of CRM: an important plus for Efficy

Efficy has introduced gamified elements in its tool to make the sales process more fun. Your sales teams are then presented with a number of challenges and objectives, such as increasing turnover or the number of leads. Once the objectives have been achieved, badges are awarded to the most successful users.

Gamification of the sales process allows you to create a friendly competition within your teams, and to motivate them in their work, which results in an increase in productivity.

Route management makes Efficy a CRM for physical sales processes

The Sales Route Optimisation module allows you to save time when planning your routes. You can access address geocoding, schedule generation and route calculation.

Everything is done in just a few clicks: you select customers or prospects to visit, enter your time slots and other constraints, then the tool calculates the most optimal route and integrates the visits into your schedule.

The Salesdorado opinion
Efficy is first and foremost a CRM, and you can feel it in the way the tool is organised. We particularly appreciate the centralisation of exchanges, which greatly facilitates the coordination of sales teams.

Efficy’s marketing automation features

Lead capture and attribution

Efficy CRM offers web forms and the possibility to manage contact forms directly linked to the tool. This avoids the need to integrate the CRM with your website, which can be very technical and complex.

These web forms also show you the marketing origin of your contacts. Their marketing footprint is passed on to all CRM processes, allowing you to calculate ROI automatically.

Salesdorado’s advice
You can also create personalised landing pages and integrate dynamic forms on your sites. Visitors enter information and are then no longer anonymous. This is the beginning of your progressive profiling.

Segmentation

For an efficient segmentation, you will have to take into account qualitative criteria (activity, status, geographical area…), behavioural criteria (current opportunities, need for customer service…) and temporal criteria (birthday, today minus 5 days…). CRM allows you to define contextual values.

Marketing automation

Inspired by the best marketing automation tools, Efficy allows you to automate your campaigns according to the customer’s actions: if they place an order or call customer service, for example, they will receive a response accordingly. This is trigger marketing: we talk about specific steps and scenarios.

Efficy allows you to use its marketing automation module to analyse the behaviour of your visitors, prospects or customers. This function automatically and appropriately activates messages on the most suitable media (SMS, notifications, emails…) in an intelligent way, to increase your conversion rate.

Editing quotes and invoices on Efficy

Efficy offers you an ERP module to manage your internal processes. This allows you to streamline exchanges between the various departments of your company and to process large volumes of data easily.

Efficy’s CRM offers numerous integrations with the most popular accounting tools on the market. You can integrate your sales, purchases and third parties automatically into your accounting system.

The tool also allows you to create quotations, with a catalogue of products in order to follow a commercial policy and coherent prices.

Finally, you can create document templates from the CRM and the data stored in Efficy (addresses etc). This allows you to follow a consistent graphic style for your proposals, invitations or newsletters.

The Salesdorado Opinion
These kinds of functions show that Efficy is more than a CRM. The tool becomes a real Swiss army knife and you quickly realise that the price you pay is very low considering the possibilities the tool offers. However, if you want to focus on an invoicing tool, we advise you to read our guide on the subject.

Reporting on Efficy CRM

As for the KPIs, you can cross-reference your information from the tool to summarise your results. The generated data can then be exported in Excel or Powerpoint format, ideal for a presentation.

Your reports are available as a dashboard, PDF for email or Excel spreadsheet. You can configure your level of confidentiality and access rights for users or teams. For example, you could restrict customer service access to processing requests only.

Users are autonomous and have tools adapted to their role (salesperson, consultant, marketer), they can then create complete graphs with filters, objectives and many other functions.

The Salesdorado Opinion
Once again, Efficy is well done. The tool is very complete and summarizes the results in an optimal way. The number of options available can be a bit confusing, but with a bit of practice you should be able to get your bearings without too much trouble.

Peak Me Up: the Efficy CRM mobile application

Peak Me Up gives you access to clear, shared objectives on a dashboard that is updated in real time. The sales manager can create and customise challenges, send private messages with delegates (and vice versa). This is followed by a ranking of delegates, based on their results.

Salesdorado’s advice
The gamification of Peak me Up is reflected in the application’s playful ergonomics. However, this is not enough to call it a mobile game, we are talking about a professional solution.

The aim is to define certain actions that deserve to be rewarded (sales, demonstrations, product placements). From their smartphone or tablet (IOS and Android), the sales team can access each other’s results and set up challenges or manage objectives as a team.

Salesdorado’s opinion
Gamification has already proved its worth, it is an original way of stimulating your teams and encouraging them to surpass themselves in a playful setting.

Efficy CRM integrations

Efficy works with a large number of partners, which allows you to increase the number of features already available with the “Vanilla” version of the CRM. Here is a non-exhaustive list of integrations available on Efficy:

• Business intelligence: Fire Tiger, Akanea, AGM Alliance
• Data provider: Altares, Amabis, Creditsafe
• Document management : Business Document GFI
• Integrator: ASI, ATOS, Eureka Solutions
• Digital marketing: Mailjet, Flexmail, Actito
• Enterprise Messaging: BlueMind, Gmail, Microsoft Exchange, IBM
• Electrical signature: Universign, Yousign, Connective

Another interesting feature is the bi-directional calendar synchronisation. You can synchronise your Oulook, Lotus Note or Google calendar and appointments with Efficy and your appointments will appear on both platforms.
Working with Efficy also allows you to link the CRM to the Office suite tools (Word, Excel, PowerPoint or Outlook), thanks to a dedicated plug-in.

The Salesdorado Opinion
The above list does not mention all possible integrations with Efficy, it would have been too long! For a complete list of Efficy partners, please follow this link: you are spoilt for choice!

Customer support at Efficy CRM

As Efficy is a French solution, communication with customer service or technical support is seamless. The knowledge centre is also very rich in information and you can also access a self-help forum.

You can also take advantage of free sales courses to improve your sales skills, or take a training course to master the CRM. Finally, be sure to visit their YouTube channel, where you will find many webinars.

The Salesdorado Opinion
Efficy is notoriously complex and difficult to use properly at first. To remedy this, you have access to a wealth of resources and friendly customer support to help you out if you hit a snag!

Customer reviews of Efficy CRM

In terms of user reviews, Efficy has an average rating of 4.5/5 on Capterra and 4.4 on G2. Here we summarise the most recurrent reviews.

Advantages & Disadvantages

Efficy CRM pricing

Efficy’s tariffs come in 4 types of offer:

• Starter, from 20€ / user / month. Ideal as a first CRM tool, minimum 2 users
• SMB, from 40€ / user / month. A more advanced offer in order to best configure the CRM, 5 users minimum
• Enterprise, from 60€ / user / month. Full CRM (sales, customer service, reporting), minimum 5 users
• Corporate, from 80€ / user / month. For the most experienced with several customer relations processes. The package includes a billing tool, 10 users minimum

The Salesdorado Opinion
Four offers with a good quality/price ratio, when you think of the many features available. The only regret is the lack of a free trial version.