CRM Sales

CRM Sales is specifically developed for sales offices, with multiple features that contribute to increased sales.

Tools for increased sales

CRM Sales simplifies the sales process so that your salespeople have more time to contact leads. The CRM system increases the individual salesperson’s efficiency, creates flow throughout the sales process and provides increased profitability for the company, with the added benefit of a better experience for the customer.

Intelligent customer card

For new calls, the system automatically shows the customer card, which provides a total overview of the customer in a single view. The system automatically suggests the next follow-up action, based on previous communication with the customer.

NC Customer Card
Intelligent customer card

Motivated employees

Nothing motivates a salesperson more than a contest. CRM Sales gives you the opportunity to create and manage several types of competitions. Consultants, teams and departments can continuously see results against goals.

Pipeline – tool for forecasting and time management

Gather all your projects in one place and keep track of each project’s progress. Track time with the time management function. Managers get an overview of the number of cases or tasks each consultant is working on, and how the pipeline looks in terms of budget and forecast.

Packed with intelligent and useful functionality

In addition to the features of Always included , you get:

Pipeline sales tools

Collect all your projects in one place and keep track of the progress of the projects. Keep track of time with the time management function. As a manager, you have an overview of the number of cases each consultant works on, as well as how the pipeline looks against the budget and forecast.

Work queue

Set up and plan up to 50 work task lists that your team will be working with. The system feeds the job queue automatically, ensuring that it is constantly updated.

Offers and order confirmations

Offers and order confirmations are easily sent to the customer via e-mail or SMS. Approval is automatically registered by the system.

Sales training and coaching

Create tests for, among other things, system and product knowledge. You can set requirements for the proportion of correct answers to be certified and to be allowed to proceed with tasks.

Target setup

Set goals for user, group, team and department. Requirements and goals for the consultant and the team are shown in the form of a bar chart with colors on the customer card, so that the consultant knows at all times how he or she and the team are doing. This can be budgets, commissions and the like.

Predictive dialer*

This feature reduces the time a consultant spends on missed calls. The system can be configured to automatically call several customers at the same time, and connect to an available consultant when a customer answers the call.