Manage and follow the sales all the way from leads to contracts.
The Sales Pipe provides vital information about the sales process, including the assigned salesperson, sales phase, Wallet Share area, probability and sales value.
The sales process can be reported and followed using the versatile reporting tools, by either examining the big picture or focusing only on certain phases of the sales pipe. The customer data is managed on different modules along the way, including Potentials, Quotes, Orders and Contracts.
Build your own Sales Pipe
Bring the contact requests directly to your CRM and manage the leads as a one unit.
Manage different types of activities and tasks. Set up alerts, reminders and automatic calendar events.
Follow the sales process by different stages. Link any others sales related deeds and keep all data tight up in the same place.
Fill up all the needed information, add the products and CRM will do the calculations while you can focus on just the needed adjustments like discounts.
An accepted quote is easy to convert to a sales order. Orders can be unique or recurring orders.
Send out invoices by products, orders or hours. Invoices can be created manually or converted automatically from orders or workhours entered on projects.
Managing the contacts in the CRM gives you the benefit of up and cross sales, customer satisfaction and churn.
Manage and follow
All the needed statistics are right on the homepage of the CRM.
Set up targets by product, by euros or by pieces. Targets can be set up to sales and to activities.
Compose AdHoc list reports with versatile functions like counting and grouping. Report templates can be shared with other users.
Built-in Qlik Sense -based reporting tool gives the ultimate opportunities to see the overall picture and drill down to data from different perspectives.
Plan out the budget and compare it with the outcome.
Manage the commission logic and follow the realization. Gather the information and share to payout.
Enrich with additional features
Use the company brand with the document templates. The document will be filled out as a PDF automatically according to the data in the CRM.
Define what reminders you want on the CRM homepage or as an email - for example overdue quotes or upcoming tasks.
Create segmented automated calendar activities to the sales team member according to e.g. if the customer hasn't had any action for 3 months or send the e-mail directly to the customer.
With the surveys, you reach out all the way to the feedback and collect important information about products, services, and employees directly from the customers.
Other Features That Might Interest You
Follow up the whole new sales acquisition process with the all-powerful Contact Center.
Sales orders trigger automations and segment based sales reminders for the whole sales team and individual users.
Several different calendar, activity and sales competition views enable a clear sales force management.