Typically, Marketing and Sales managers find it easy to see the benefits of adopting a Customer Relationship Management (CRM) system. They appreciate that in CRM their sales data is going to be stored centrally and presented in an easy-to-follow format, allowing them to monitor processes, staff performance and, as a result, optimize selling.
CRM
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Activity Management
Activity Type: Register all activity categories and types.
Opportunity Stage: Define and track all possible sales opportunity stages.
Opportunity Lost Reason: Record reasons for lost opportunities to improve performance.
Sales Channel: Add and manage multiple sales channels linked to employees or departments.
Sales Commission: Configure and manage sales commission structures.
Sales Target: Set and monitor sales targets for individuals or teams.
Customer Relationship Management (CRM)
Contact & Customer: Store and manage complete data for each contact and customer.
Lead Management: Add new leads and manage them through the entire sales cycle.
Opportunities: Track new opportunities from creation to closure.
Activities: Create and manage all sales-related activities, including estimates and actual plans.
Quotations: Generate and manage quotations linked to customers.
Invoices: Create, issue, and track invoices — including automatic renewals for recurring ones.
Real-Time Notifications: Receive instant alerts for every key action in the system.
Administration & Access Control
Company Profile: Register and manage all company details.
Branch Management: Add and monitor multiple branches.
User Management: Create and manage user accounts.
Roles & Permissions: Define user roles and assign detailed permissions for access control.
Employee Records: Add and manage all employee data within the organization.
Implementation Structure
1. Marketing Team
Key Activities:
Publish new projects on the online portal with shareable links to capture customer interest.
Collected data is automatically saved in the CRM under the marketing user who created the project.
Manage client data and oversee business development.
Assign projects to the sales team for follow-up and closure.
Access custom dashboards and reports tailored to performance metrics.
2. Sales Team
Key Activities:
Access a CRM inbox listing all leads with advanced filters by status.
Record all lead interactions, activity results, and meeting outcomes.
Access complete client contact details in one view.
Receive automated alerts and notifications to prevent missed deals.
View customized reports and dashboards designed for sales managers and team leaders.
3. Sharing Center
Centralized file-sharing directory accessible by all marketing and sales team members.
Simplifies access to project multimedia files, documents, and presentations.
4. Accountant
Verify final contract details and identify initiators from marketing and sales.
Automatically calculate commissions based on sales performance and contract completion.
5. Company Admin
Full system control over user management, permissions, company data, and reports.
Monitor all marketing, sales, and accounting activities through a unified dashboard.
