 |
Automate processes and accelerate sales opportunities
Lead CRM supports every key stage of any sales process. Direct and indirect sale processes automation helps teams involved in the sales process to change customer information easier. Lead CRM enables creation of powerful workflows that streamline management of sales activities, the processes of forecasting, follow up and evaluation.
Improve sales processes through leads follow-up, sales forecasts, quotations, ranking of opportunities, evaluation and reporting of market and business trends. Optimize and shorten the sales cycle by identifying the best customers and proper price management.
Valuable database
- Fill in information related to clients / partners.
- Client Focus (customization depending on end-user).
- Interactions History and Statistics of clients / partners.
Customer management
- Identify the best customers and the most interesting sale opportunities.
- Generation of routes, contact strategies, status of customer meetings.
- Determining the profitability of a product / service.
- Automating reconciliation situations with customers / partners.
Sale opportunities management
- Preparation of quotes in various stages.
- Invoice and contracts management.
- Issuance of offers, status, negotiation, conclusion.
- Evaluation, forecasting and lead tracking.
- Manage and prioritize sales opportunities.
- Forecast, reporting and performance indicators.
Sales cycles automation
- Conversion of potential customers for sales opportunities: follow and coordinate these opportunities throughout the sales cycle.
- Group e-mailing, custom templates.
- Availability planning (customer visits, training offered, etc.).
- Material and human resources management.
