CRM program for sales agencies

CRM program for sales agencies

Our CRM program for sales agencies is ideal for sales representatives working in the fields, providing comprehensive management of customer relationships, company resources and business processes.

Key functionalities:

1. Integration with IT telephony:

• Tracking all sales agent calls.
• Recording missed calls.
• Detailed reports on customer interaction via phone calls.

2. If necessary, integration with BAS Small Business is possible to achieve:

• Connection with accounting and financial data.
• Order reconciliation and inventory management in CRM for sales agencies.
• Real-time control of expenses and revenues.

3. Contact and customer data management:

• Store all customer information in one place.
• Segment customers by different categories for personalized communications.

4. Task planning and control:

• Create and track tasks for sales agents.
• Schedule visits to clients and meetings.
• Automatic reminders about important events.

5. Sales management:

• Keep a sales log in CRM program for sales agencies.
• Track the status of orders and deals.
• Analyze sales performance and forecast.

6. Business processes and automation:

• Optimize and automate business processes.
• Monitor and analyze processes to improve efficiency.
• Integration with other systems for seamless data exchange.

7. Analytics and reporting:

• Generate detailed reports on sales agent activities.
• Visualize data using graphs and charts.
• Instant access to analytical data to make informed decisions.

Your benefits of a CRM program for sales agencies:

• Increased efficiency: By automating many processes, your sales agents will be able to devote more time directly to working with customers.
• Centralized management: All information about customers, orders and finances is stored in a single system.
• Ease of use: Intuitive interface that is easy to learn and use.
• Flexibility: The system is easily customized to the needs of your business and scales as it expands.