CRM features and its flow in business

Whether it’s sales target management, lead follow-ups, sending quotations or other sales centred functions, every business has its ebb and flow. Here’s a ‘business flow’ that can help you understand how a crm can help amplify the efficiency from every stage of your business sales.

crm features in a business flow

 

Sales Target Module

SET, TRACK & MONITOR SALES TARGETS

Effectively set, allocate, achieve and monitor sales targets

Lead Module

MANAGE, FOLLOW-UP & CONVERT LEADS

Centrally store and easily access critical lead data

Follow-up Modules

SCHEDULE, TRACK & MONITOR FOLLOW-UPS

Capture more leads. Streamline follow-ups, set reminders, track & increase efficiency.

Quotation Module

CREATE, SEND & FOLLOW-UP QUOTATIONS
Fasten your pitching process; create quick, simple and winning quotations to get more business.

Resources on CRM:

1. Download CRM Software Buyer’s Guide
2. Download Top 10 Features for CRM Software
3. Sign up to view Reports in CRM Software
4. Hosting, security, compatibility, integration and customization details of CRM Software
6. Sign up for a CRM Software Demo

 

Do you want an obligation-free consultation on CRM?

Contact our CRM Solution Architect via phone or email – Click here
Chat with our CRM Solution Architect (Mon-Fri, 10 am-5 pm IST) –Click here

 

Need a CRM demo? Head here.

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