Solution
CRM
Bring all of your customer relationships onto one platform. With opportunity and quote management, interaction tracking, email integration and mobile access, you run the sales process around each customer and keep meeting and quote records in one place.
Challenges you face
Problems in day-to-day work
This module is built to fix the problems 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 module's core features.
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, so everyone works from the same record.
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
What you see in daily operations once it is set up properly.
- All customer meetings and correspondence are collected in one database.
- Everyone can see which stage a quote is at; approvals run digitally, so the sales cycle shortens.
- Manual data entry decreases, so the sales team has more time for customers.
- The field team reaches up-to-date customer data from a phone.
FAQ
Frequently asked questions
Yes. Customer and opportunity data created in CRM is passed to the sales team instantly; quotes are converted into orders and carried through to 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 the rules you define.
CRM by sector
Pages on how this module is used in each sector:
Let's configure CRM around your business
Get in touch for a demo tailored to your team's needs.