Sales Processes
From lead to order, tracking and automating the various steps, manage activities via the shared calendar and tasks defined also from a mobile terminal with the Sales Processes
Identify, contact and close business deals in the shortest possible time. Create customized offers for cross-selling and up-selling activities, consulting historic data. Monitor and identify your team’s best performing activities.
Some of our customers
Discover the power of Sales Processes
The benefits of Sales Processes
Manage each Lead effectively
Profile and manage each lead promptly, create automated processes of assignment and checking of correct taking charge of each master record, track each interaction of the sales team effectively (e.g. mails, appointments, calls etc.)
Never lose a sales opportunity
Thanks to tailor-made processes and the use of calendar events and automated alerts, you can relax in the knowledge that you have managed and completed every sales opportunity, thus increasing the probability of closure
Coordinate your sales team efficiently
Plan visit rounds and team activities thanks to the shared calendar and keep constantly up to date in real time, even when travelling, thanks to the mobile app
Schedule automatic reports
Analyse activities: optimize them constantly also via automatic reports that help you achieve a clear vision of the most profitable customers and the state of the budget
Plan follow-up activities
Do not neglect already acquired customers: implement automatic follow-up processes to keep in close contact with customers at all times and proactively identify their needs, generating new sales opportunities
Facilitate communication with other departments
Promote joint activities with the marketing department, plan technical interventions, receive after-sales reports, put all departments in contact with one another, maximizing customer retention and satisfaction
Discover the power of Sales Processes
Our customers’ success stories
Case Study: Vetrocar S.p.a.
Case Study: Banco di Napoli foundation
