CRM Sales Management

CRM Sales Management supports customer data gathering and management. All events, concerning customer services are registered, for example contact history or any data modification. Thanks to a 360 degree view the user can quickly acquaint himself with the most vital information, gathered from different systems connected to a customer, and identify his needs. Managers will appreciate the ergonomic module allowing them to manage all users, define new products, create sales plans and reports. Thanks to being built in Enterprise Service Bus, the CRM application easily assimilates with external systems, which are already used within the company.

• Lead Management – a module responsible for gathering data about potential customers, and supervision over complex multistage sales processes.
• Task & Contact Management – part of a solution that is responsible for servicing sales opportunities, tasks, complaints and customer inquiries. All tasks/complaints can be easily and quickly distributed throughout the company.
• Employee Management – this application allows to add new users, set substitution rules. This module is also responsible for customers’ portfolio functionality, inspired by the VIP servicing model – managers can attribute given customers to given users(advisors), who in turn can embrace the most important customers with special care.
• Reporting – thanks to the functionalities of this module, managers can acquaint themselves with the current situation in the company, for example with the sales pipeline. All reports are enriched with graphic charts, allowing its users to assimilate the performance of company even faster than before.
• Sales planning – functionalities allowing managers to create and distribute sales plans in an easy and transparent way,  to create and modify price policies and keep a track of sales progress.