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CRM
- Category: Business Development
- Version Number: 1.0.0
- Version date: Jan 2025
- Targeting Customer: Marketing & Sales professional
A CRM (Customer Relationship Management) is an essential platform for any organization or team looking to effectively manage their following up processes regarding sales, marketing, opportunities hunting and customer interactions.
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A CRM (Customer Relationship Management) is an essential platform for any organization or team looking to effectively manage their following up processes regarding sales, marketing, opportunities hunting and customer interactions.
It can be used by companies of any sector or type, as it helps to streamline communication and organize customer data through a powerfull sales pipeline in one convenient dashboard.
The platform enables quick and efficient communication with contacts through various means such as calls, SMS, or other tools (most favorite tools).
The CRM team is responsible for managing and tracking all customer interactions (Prospecting, Qalified, Quotes, ..etc), as well as taking necessary actions through emails, meetings, SMS and calls.
This ensures that all opportunities are followed up on in a timely manner through activities calender by responsible team. The platform also allows for the creation of quotations with a pre-defined format, making it easier to send out proposals to potential clients.
Also, the platform is supported by a dashboard includes charts and KPIs that provide an overall view of the over all sales' processes performance.
This includes tracking opportunity achievement, hit ratio, activity actions, and company sectors.