CRM software improves relationships with clients by providing businesses with tools to develop a successful sales strategy. Sales CRM is a tool that doesn’t just solve problems like qualifying and following leads or prioritizing activities. In fact, it can handle a lot more.
Who should use a CRM solution?
The short answer is “any company that wants to effectively maintain a relationship with customers”. Do you need to maintain information on your leads and customers? Are customers interacting with different people in your company? Do you need a better understanding of your sales team productivity?
If you answered yes to at least one of the above questions you could benefit from a CRM platform. Upgrade from spreadsheets!
1. Secure storage
We help sellers securely and centrally store their leads, sales opportunities, current deals and sales pipeline, in a single database! You own your data, and we never use it beyond the service we provide to you. You can always export it, delete it or transfer it. We store and protect your data using a world-class infrastructure.
2. Plan your time
Optimize your daily activities and prioritize to make sure customers aren’t forgotten and prospects are contacted on time. You can plan tasks, calls, emails meetings and deadlines, and link them to deals, contact persons and organizations. In addition to the basic set, you can create custom activities to make the CRM more specific to your business.
3. Rationalize your sales actions
Simplify the sales process, which means closing more deals in the sales pipeline and achieving goals. With the offer management module included in standard plans. Professional sales quotes can be easily created from deals in 2 minutes. Sales reps can track their results and managers can see their team’s performance. You can see deals and activities across time or any data point you want.
Modern businesses can no longer survive with generic contents. Sending personalized offers is essential to gain customers trust.
You can customize your offer templates and create PDFs with the style and colors of your company. Also, you can create a different template for each team, use different headers and addresses, and even translate the templates into any language. In Onpipeline offers may be subject to team leaders or administrators approval. Whether you want your offers auto-approved or not is up to you. Offers will remain in draft form until approved by the manager.
Read more about Quotes
You can easily send invoices and payment reminders in one click. With just one click, a message addressed to the customer’s email will be generated, with the pdf invoice attached.
The template of all emails can be customized (for each language) and can also be changed on the fly before sending the message.
If your business is international you can take full advantage of the features we offer.
You can invoice in the currency of your choice with our built-in currency converter. You can also send invoices in different languages according to the customer, choosing among the supported languages but also adding additional languages if necessary.
Read more about Invoices
The importance of sharing customer information is vital in any business where there are multiple people working on the same accounts and having contact with customers. Onpipeline is one of the best CRM for Sales Teams. It helps people and departments work together and close more deals. Both small and large Sales Teams will find that sharing information improve the quality of their work and improve results.
- Collaboration throughout the sales cycle
- Unlimited Teams and Team Leaders
- Effective team and cross-team collaboration
- Keep your team informed, instantly
- Team leader supervision and training
Read more about Teams