Can anyone operate it easily

[hasnasadia]

Like CRM systems, it can manage customer information, but its unique feature is that it specializes in "managing information related to sales activities." Although it varies by tool, the basic features are as follows: Three-layer management of customer information (first layer: company information → second layer: contact information → third layer: structure where cases linked to contacts can be entered) Reporting function that allows visualization of sales by each sales representative Quotation and invoice issuing function Order quantity management function Sales Management Sales forecast and actual/budget management Since you can manage sales negotiation history and sales representative conversations, you will be able to do things like "use the content of sales negotiations to improve future proposals" and "share the know-how of top sales performers within the company.


" By linking a CRM system with SFA, you can utilize it in the armenia telegram database following ways, for example: Identify customer needs based on sales negotiation history on SFA and take follow-up measures using the CRM system Analyze "characteristics of customers likely to return" from information in the CRM system, record them in SFA, and use them in new sales. Follow up with lost customers who are stored in the SFA using the CRM system's email distribution function to create another chance to make a contract MA MA is a tool to make marketing activities more efficient.


By systematizing the process of "acquiring potential customers → nurturing → selecting them," only potential customers with a high probability of closing are handed over to sales representatives. Although it varies by tool, the basic features are as follows: Lead (prospect) information management function Scoring function that quantifies the level of purchasing intent A function to manage the targeting and effectiveness of campaigns to be implemented on potential customers Ability to design approaches to potential customers If you can hand over only those potential customers who are likely to close a sale, you can increase sales efficiently while reducing the burden on your sales staff.