These days, businesses are focusing on business automation over the legacy model of CRM where employees track their own interactions with their groups of communities. They want an engine that will power customer interactions throughout the organization rather than merely an application for their own employees to track their contacts, opportunities, and leads. X2CRM flourishes in this environment. X2 dismantles barriers between their customers, prospects, and partners and enables these groups to self-serve on a CRM platform to automate interactions with all members of their communities without talking to your employees.
The Origin Of X2Engine
The origins of X2 go back to 1988 when David Buchanan created one of the first CRM companies. In 1989, Aurum Software unveiled its unified Sales, Telemarketing, and Support product line. Since most CRM customers need to add additional information to the standard CRM database of Leads, Contacts, Accounts, and Opportunities, Aurum took the unusual step of developing the application in a high-level interpretative language. It was a 4GL at the time, giving away the source code to customers for free so each customer could make their own customizations,
In 1996, Aurum Software became public and was acquired in 1997. John Roberts began working at Aurum Software before developing Sugarcrm and X2Engine. John started X2Engine in 2011 because he thought the cloud software infrastructure had advanced enough to develop a new generation of CRM. The X2 project’s primary goals were to construct:
1. Native AWS cloud infrastructure
2. Integrated CRM and MA functionality design
3. Create a powerful enterprise workflow engine
4. Create a Studio that will be used to build the application, specifying database tables and forms for data input and output.
The Uniqueness Of The Brand
Because of its unique beginnings in the market, X2CRM is well-positioned to adopt cutting-edge technologies. Instead of starting to write a CRM application, X2 first created the X2Studio. Then X2 used the X2Studio to build the X2CRM application. This makes it possible for X2 and/or the customer to quickly and easily extend the application to meet the client’s needs. Rivals have not used this strategy, giving X2 a distinct competitive advantage.
X2 approaches clients with the idea of automating their entire business operations. This is a radical change from how CRM businesses have traditionally operated. The first requirement to meet this objective of automating entire companies is to be able to add new client-specific applications quickly and at a low cost. The X2Studio meets this requirement. The second requirement is to have an enterprise-level CRM suite that is fully integrated and has all CRM components built in the same language, using the same database, using the same admin tools, and using a single cloud platform. Most, if not all of our competitors build out their CRM product line by acquiring CRM companies that had a product they lacked. The largest CRM vendor has acquired over 100 companies. But these products are never built using a single software stack and thus lack any sophisticated integrations between CRM components. The third requirement is to support a set of multiple user interfaces across CRM modules that allow non-employees to run the CRM module themselves as casual users. Most employees at a company using a legacy CRM application all go through user training and spend a few days learning how to use the CRM application. They then run this CRM user interface all day every day. A casual user, like a customer, may only use the application for 20 minutes every 6 months. They have no time for training and must be led through the CRM module much like current web applications work today for the public. If these customers can access the web application, fill out some information, and select some product components, you have just automated a potentially complex business process of marketing and selling your products. X2 is the only CRM that meets all three of these requirements.
With multiple data silos and process inconsistencies impeding the customer experience, X2CRM helps businesses with multi-SaaS system headaches. With a solution developed on a single platform, using a single code base, and offering all features in one bundle, X2CRM addresses this unhappy segment. The single CRM data source, the marketing automation engine, the workflow and process automation engine, and business analytics are used to power over 18 pre-built modules.
The benefit of using X2CRM is that it gives businesses a comprehensive view of their customers and a standardized method for interacting with them in sales, marketing, and support. One X2CRM system manages the seamless client journey, which increases internal efficiency and lowers technology-related costs. Because interactions are more precise and occur at scale, this will ultimately increase revenue and profitability.
Multiple User Interfaces
• A Portal User Interface
• An Adobe PDF user interface
• A web application user interface
• A Mobile application user interface. With the extension to X2Studio to map mobile layouts
• An Integrated Calendar in the CRM
These are some instances of how X2 offers self-service data access. This is a rising demand that they continue to address by offering methods that let clients update their data with the least assistance from company staff.
Overall, with X2CRM, businesses can truly automate every aspect of their operations, expanding beyond simply the most fundamental CRM features. By providing X2’s Rapid Prototyping service, X2 adopts a distinctive strategy for engaging prospects.
The Transition to X2CRM
X2Engine introduced a packaged Enterprise migra-
tion solution in 2018 under the name “White-Glove” service. The idea is that X2 will take full responsibility for the transition from a legacy CRM vendor without the client having to touch the data or the new X2CRM application. These transitions usually take 2 weeks to a month. A large investment by X2Engine in the data, interface, and workflow extraction from top CRM platforms enables X2 to automate the transition to X2CRM. The X2CRM Enterprise solution could launch and the client base’s productivity would not suffer, and downtime would be avoided.
Transworld tried to make Salesforce work for their business model of a business broker marketplace. After spending a lot of money and five years of trying, they switched to X2CRM, which had them up and operating in just two months. Five years later, X2 has made a tremendous impact on Transworld by automating so much of their business with new X2CRM functionality specified by Transworld and implemented by X2.
Salesforce was also used by Pilgrim Foodservice in the UK, primarily for quotations to clients and potential clients. Pilgrim has sophisticated product quoting and negotiation requirements due to the multiple levels of products and product groupings. X2 was able to develop a custom order module to Pilgrim’s specifications. Pilgrim could save money on the software, have their specific quoting needs satisfied by X2, and get a foundation for future development and automation of business processes that Salesforce could not handle.
Over the past few years, the White Glove service has focused on how X2CRM can automate a business. To that end, it has successfully delivered many custom projects for various clients for some of the largest companies in the U.S.. These clients return to have X2 work on various aspects of their organization because they believe the projects offer an exceptional return on investment.
The Fully Automated Company
X2 recently released X2DocSign, a system for processing documents and electronic signatures. This illustrates the direction X2 is taking in the information self-service space. Today’s businesses have difficulty maintaining current client information and successful client communication. Because X2DocSign can receive data into a document and subsequently update the database, a mass email might be sent to clients with a link to a secure document allowing the client to update their information. Employee time spent looking for the same information and manually entering it into the database is significantly reduced in a secure, safe environment.
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