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Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards. CRM helps when multiple team members would be talking to the same customers as they would need the same updated data. The CRM can track work of all the businesses and firms and can manage contacts too. It can also track the progress of possible leads.
Through our CRM system you can organize leads lists by geographic location and assign to respective sales representatives. The program will categorize your sales and customer data into manageable chunks. Through our CRM detailed reports can be genrated which can be based on different criterias.
Track all businesses/firms you work with. These can be future clients, customers, referral sources, or general business connections
Tasks you need to do/complete in order to move a sale forward.
Track leads generated including who the sales rep is, what products/services it’s for, timing, status, etc.
Create a pipeline of future closed/potential business for you.
Track variety of information about an event, mailing, emailing or other marketing initiative.
Create reports based on Demographics, Sales stage, Leads and Sales profits