The Perfect Workflow: Connecting a Service Ticket, Parts Inventory, and Invoice
For most field service businesses, the process from a customer's call to...
PROBLEM
Your commercial data is spread everywhere, yet inaccessible
You wouldn’t be the first company where your sales team’s information is “recorded” in paper agendas, emails, and even Excel sheets. And when a sales team member leaves, they take all their information with them, making recovery nearly impossible. You’re left with billing data, but nothing related to the actual management process.
Many times, you can’t track the journey from initial meetings, proposals, sales, support, and cross-selling because you have everything—but scattered everywhere.
You need a Custom CRM System.
SOLUTION
Custom CRM system tailored to your company
Each organization is unique, and its commercial management has a distinct personality precisely to stand out from the competition. That is why having a Custom CRM system tailored to your company is essential.
While CRM methodology processes follow a standard, the way information is captured and the key processes that add value to commercial management must align with the vision and goals of the commercial direction. That is why our CRM Software provides the following modules, all of which are fully adaptable:
THE PROCESS
Steps to implement a Custom CRM System in your company
Since you need a custom CRM system tailored to your company, it is essential to understand its vision and commercial processes. Some of these processes will be improved, adjusted, or eliminated to ensure precision in their outcomes. Among the steps, we have:
BENEFITS
The advantages of using our
CRM System
Immediate Connection
The CRM software allows interaction with all areas of your company, including sales force, support, inventory, and management
Tailored to your business
Each process will be adaptable to your commercial management and will be defined in modules that automate activities.
High Precision
All your commercial management information will be stored in a centralized, high-availability database, providing instant access to data.
Sales force oriented
Our CRM software allows you to organize, measure, and guide your sales force to track objectives and implement improvements.
100% Web
You won't need to install any additional software on your team's computers, as the software is 100% accessible from your web browser.
Continuous Improvement
Analyze the behavior of your sales force, achieved goals, and business opportunities, and immediately develop new strategies.
Articles and Publications
Publications on
CRM Software
Stop Shopping for a “CRM”. You Need a Business Operating System (BOS)
Let's recap. We've established that spreadsheets are a trap that stop your...
The Operations Gap: Why Your CRM (Like HubSpot) Fails at Inventory & Work Orders
After escaping the Spreadsheet Trap, your first logical step is to find...
Quantifying the ROI of Logistics Optimization Software: The Real Percentage Savings
In the high-stakes world of logistics, thin margins and rising costs are...