Visit suggestions, follow-ups or workflows speed up your sales processes. You can also subscribe to News Feeds to automatically receive updates on leads, customers, or projects. “Colleague” CRM thinks of everything and informs you as desired about all activities related to the leads.
Electronic customer files including sales region and with all data from sales, customer service and marketing, show you the complete contact management.
Paying attention! The EU GDPR is fully implemented in the software. So you always work IN accordance with GDPR.
Manage leads and fill pipeline
Leads via your website and new prospects let you flow comfortably into the sales process. You will see all relevant activities to convert these leads. Use a rating matrix to classify your customers and opportunities. The CRM system identifies priorities and creates the basis for your sales activities.
Time and task management
Your tasks and calendars are in CRM and in the personal mailbox. Memories are self-evident. Appointment surveys over the Internet shorten your appointment with customers and partners.
Your priorities ensure that customers are not ignored and that key prospects are contacted.
Reports for management
The process is automated, transparent and requires only a few clicks to keep others informed of the current opportunities.
Unique email integration
BusinessMail already shows CRM data about the sender in your mailbox. All incoming emails can be taken over to the sales software with one click. The equivalent BusinessMail4SAP® also shows transactions to the sender.
Who are the A customers? Who needs to be addressed again?
What about sales goals?
Use resources consciously
Identifying probabilities to a deal helps sales management and employees focus on promising customers.
Working according to a proven method
Define an approach model in the sense of a sales process with the important KPIs in the milestones.
Focus on promising customers
Automated classifications and selections according to your specifications. This means that the focus is always on the right leads and customers.
Analyses and forecasts
The analytical CRM provides you with the figures and trends as the basis for your operational business.
Current pipeline* and resilient forecast**
You are the foundation of your business and sales planning. Every month anew.