Customer Relationship Management
CRM is a solution dedicated to the complete management of the relationship with the customer,
including all pre-sales activities, sales and after sales.
This solution contributes to your company gain and maintain a good relationship with customers storing information about your activities, business and customer interactions, this way you will be able to surprise them with new opportunities.
Allows the sales team can register prospects, customers, contacts, opportunities, proposals, quotes, history of contacts with customers and, from there, to be made controls and identification of new business.The activities of the sales team are available through reports and graphs in smart panels that convey the managers the information relevant to the business.
Controle a execução de todos os passos pelas equipes de vendas, e certifique-se de que não haverá negócio perdido por falha no atendimento.
Entenda todos os negócios rapidamente e tome as ações mais eficientes para conquistar mais clientes.
Relacionamento com o Cliente
Work with many different sales teams, defining leaders and managers for streamlined management.
Manage internal and external salesmen, and link them to specific Sales Teams.
Define and control goals for each member of the Sales Team. Easily monitor each person’s performance.
Register Leads from your website and/or other places, and distribute information to your teams and salesmen.
Customize your workflow, set requirements to be met at each stage, and ensure standardization and proper audit of important sales data and activities that are critical to every moment of the business.
The various dashboards available to leaders and managers clearly inform the performance of sales teams and enable faster and smarter decision making.
A simple and intuitive work area for each salesman to easily manage their Leads and Opportunities. Through it, they can interact in forms, move items forward, comment and register activities for each item.
Classify Leads, generate Opportunities or archive them for future reference.
Understand the timing of each opportunity, check the history of service and define strategies for each opportunity in progress.
Automatically capture Leads from your website or from other sites using our APIs.
Import your leads quickly using an Excel / CSV file. Download the standard layout and then load it back into the system.
Integrated agenda to manage activities related to the businesses in progress, to customers or suppliers. Create activities directly from the Lead and Opportunity interaction window or manage from the schedule.
Overview of all scheduled activities for your team members. Look up activities by salesman and keep track of the executions.
Look up team or salesman opportunities, analyze the history, interact by adding comments or activities.
Be alerted when an opportunity or lead enters a certain phase, or when they are lost.
Reassign an item to any user at any time.
Contacts by account
Calendar for opportunities
Dashboard by salesperson
Routing of Leads
Customizable user profiles
Productivity reports by salesman
Contact Management bymultiple accounts
Integration via API and Web Services