CRM is a fantastic and essential tool for all areas of the business and is extremely user friendly.
With effective use of CRM, Sales, Brand and Management all have a secure and transparent view of the deals, including the status of the deal, the value, deal registration information where applicable. You can quickly see deals which require attention and focus to encourage closure.
A pipeline report can be personalised and built to meet any need, and is generated in a matter of seconds.
When in front of a reseller or vendor, you can quickly pull your report and utilise the data to personalise your meeting, and to close your deals effectively.
For Operations, it is an effective method to track and manage workload, to ensure that no requests are missed. It also key to tracking SLA, both internally and externally from vendors.
Life is so much easier at First Distribution, First for Phoenix, First for Africa and First for Cloud with effective use of CRM; building an accurate and up to date view of our business, aiding effective conversations in relation to deals, and an easier way to manage our business together as a team.
informative, how would an opportunity be changed to inactive?