Solution
CRM
Bring all of your customer relationships together on a single dynamic platform. Personalize your sales process and never miss a detail with opportunity and quote management, interaction tracking, email integration and mobile access.
Challenges you face
Sound familiar?
This module is built to remove the everyday operational pains below.
- Customer interactions are scattered across different channels, so you cannot reach past conversations from one place.
- Because you cannot see which stage a quote is in, you notice bottlenecks in the sales pipeline too late.
- Quote approvals are delayed because approval processes run on paper or over email.
- Follow-up breaks down because meeting decisions and action items are not recorded.
- Field teams cannot reach up-to-date customer data while away from the office.
Capabilities
What can you do with CRM?
The core capabilities that digitize your processes end to end.
Opportunity and quote management
Manage sales opportunities step by step on an opportunity card; track quotes live with statuses such as 'Drafting', 'Sent', 'Awaiting Approval' and 'Accepted/Rejected'.
Digital approval mechanisms
Route quotes automatically to the right managers; shorten approval time by ending paper-based processes.
Interaction management
Record phone, email, in-person meeting and social media interactions as different activity types; reach customer history instantly.
Meeting minutes
Enter meeting decisions, assigned tasks and action items directly into the CRM; keep everyone on the same page.
Outlook and email integration
Email correspondence is saved automatically to the relevant customer or opportunity card; the full communication history becomes accessible from one place.
Mobile app support
Field teams reach all CRM data from a mobile device; they create new activities, take notes and send quotes for approval.
Outcomes
What it delivers for your business
Concrete gains that show up in daily operations when set up right.
- Strengthen relationship management by collecting all customer interactions in a central database.
- Speed up the sales cycle by making quote and approval processes transparent.
- Let the sales team focus on the customer by reducing manual data entry.
- Keep your field team always connected and up to date with mobile access.
FAQ
Frequently asked questions
Yes. Customer and opportunity data created in CRM is passed to the sales team instantly; quotes turn easily into orders and stay in sync with the sales and finance modules.
Thanks to integration with popular email services, Microsoft Outlook first among them, correspondence is saved automatically to the relevant customer or opportunity card.
With the mobile app you can reach data instantly, create new activities, take notes and send quotes for approval.
With digital approval flows, quotes are routed automatically to the right managers based on their value and your own setup.
Let's configure CRM around your business
Get in touch for a demo tailored to your team's needs.