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🤝 CRM

Prospects, quotations, sales opportunities and e-mail marketing in one place.

  • Management of prospect, customer and supplier information.
  • Quotation issuing.
  • Task management for all personnel by process, branch and sales channel.
  • E-mail marketing.
  • Follow-up of sales activities, customer complaints and suggestions.
  • Control of promotional product samples.
  • Management of long-cycle Sales Opportunities and Tenders, with SWOT analysis of competitors, winning prices and closing strategies.
  • Sales projection and potential reports by salesperson, branch and channel, per quarter.
  • Importers of segmented databases for telemarketing assignment, mailing with predefined documents by sale type, and assignment to a salesperson for follow-up and quotation.
  • Intranet of commercial documents linked to processes: FAQs, sales scripts and objection handling.