Sales CRM

As we know, a sales CRM is a platform that provides a wide range of functionalities, a centralized syncing of data, and an integrated ecosystem to create, track, and manage all the touchpoints, users, and customers in the pre and post-sales pipeline. Having a specialized system to track and manage activities pertaining to the sales pipeline helps businesses effectively collaborate, and interact with customers at the right time, and overall improve efficiency. It provides all the necessary ecosystem, such as customer and leads management, collaboration, communication, activity management, reporting, and analytics.

For one of the customers, we have implemented a similar solution where we streamlined and automated the entire life cycle of the Quote-to-Cash journey. It enabled them to automate repetitive and manual tasks, connect all users and systems in one application, view reports, and monitor KPIs in real-time through a dashboard. The solutions encompass team-wise tasks streamlining and automation, routing of work items as per the business logic, providing visibility in closed and ongoing sales work items, customer interaction, team performance, resource utilization, and bottlenecks.