The number one reason why companies fail to achieve sales targets is not a lack of opportunity, but the incoming potential customers (leads) being left unfollowed. A Customer Relationship Management (CRM) system designed specifically for the institution makes every step of the sales process transparent and automatic.
- Visual Kanban Sales Funnel (Pipeline Management)
All offers in the negotiation phase, opportunities awaiting contract, and sales won are monitored step by step on Kanban boards. You can instantly see which representative is blocked at which stage.
- Automatic Task and Follow-Up Reminders
If the customer has not been called 3 days after the offer is sent, the system creates an automatic task and sends a notification to the representative. The rate of forgotten offers drops to zero.
- Email, Phone and Offer History on One Screen
When the customer card is opened, all past correspondence, revised offers sent and notes taken are listed chronologically. Even if the sales representative changes, corporate memory is preserved.
An effectively used CRM system increases sales conversion rates by 32% and shortens the sales cycle by 2 weeks.
Birsav Mühendislik Ekibi
