Sales & CRM System

Sales & CRM System

A light touch system designed for sales professionals. Covering all aspects of the sales process.

It provides a central place where businesses can monitor prospect data and customer data. Helping manage and monitor every aspect of the sales process, from tracking and monitoring quotes, leads, opportunities, activities and more.  Sales & CRM helps ensure accuracy and efficiency. Sales systems work with businesses by integrating systems and delivering reports and the sales pipeline. It enhances business relationships with the customers, essentially helping the business grow.

With the Sales & CRM Systems in place, all interactions and activities are integrated into Outlook calendars providing reminders straight to the employees. Alongside, matching activities to Outlook, it enables scheduling and tasks to corroborate with customer data, track every email sent, phone calls made/arranged, and add extra notes.

Organize follow-ups and the next steps taken in the process. Ensuring sales opportunities progress, and no customer accounts will be neglected. Email tracking and integration with outlook.

With no CRM…

Clients and potential client’s details can become lost or forgotten. Hindering potential relationships through missed opportunities, i.e. emails and correspondence not followed up. If no system is implemented and employees leave, the company is at risk of losing critical knowledge.

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