Sales Management
You want your sales teams to concentrate on sales, revenue, right deals and they should spend less time on administrative tasks. To be able to sell more, they need faster access to accurate customer data, information about customer needs and customer history.
PM AM CRM empowers your sales teams to produce more revenue by aptly targeting new as well as existing customers at the right time with right solution with complete information about the customers at their fingertips.
With PM AM CRM, you get:
Appointment Management
Schedule, review and manage appointments effectively.
Timely reminders and notifications ensure that you never have to worry about missing any appointment.
Lead Management
Create and maintain comprehensive record and information about each lead.
Use PM AM CRM Import Wizard to import contacts from various sources into the CRM system with one click.
Route and assign leads to appropriate sales team or person.
Group common leads into lists. For example: Group leads from a single source like trade fair, conference, exhibition or webinar into a single basket and design more targeted communication and strategy for such leads.
Conversations and Interactions Management
Maintain a detailed record and notes of all the interactions with various contacts and stakeholders within an organization. Easily look up prior communication for a more focused discussion and follow up activity.
Accurately track contact hierarchy within an organization. Focus your communication as per the role each contact plays in decision making so that you can address the right needs of the right contact.
Opportunity Management
Create and manage opportunities by linking them to specific leads and accounts.
Automatically generate and preview quotes or proposals within CRM and send those via email.
Quickly raise sales orders based on automatic calculations and approved proposals.
Activity Management
Share information about an activity (related to contacts, leads, accounts, products or cases) with team members across departments.
Collaborate and work together towards activity completion.
Automatic notifications and reminders ensure that nobody misses on the activity.
Handy Toolkit
Empower your sales, marketing and customer support teams with access to frequently required information in the form of competition analysis, answers to frequently asked questions, product related documents and objection handling tips etc.
