CRM - base of customer relations and effective sales
Throughout the sales, numerous parallel processes are essential for a successful outcome. Our CRM module addresses operational challenges, offering comprehensive support for the crucial tasks required for successful sales and exceptional customer relations.
From A to Z
Rather than relying on Excel spreadsheets and emails, all essential documents and tasks are centralized in one location. This allows for precise monitoring of critical deadlines, contracts, and requests for proposals, ensuring accountability among those responsible.
More than a database
The objective of our CRM module is to ensure sales processes, along with their related documents and tasks, are transparent and easily manageable. Additionally, it facilitates the maintenance of records for both existing customers and potential leads.
Within the module, it is possible to designate specific responsibilities, documents, and deadlines for each step of the process. This enables the execution of transparent and precisely managed sales processes.
Utilizing these features, xFLOWer not only retains conventional sales data but also offers an efficient resolution for operational customer management concerns.
Comprehensive framework - right from the start
The CRM module of xFLOWer offers a framework that promptly incorporates critical business processes and essential operational master data.
Simultaneously, these master data can be swiftly tailored during the initial setup or at a later stage, allowing for easy modification and expansion at any point.
CRM processes extend beyond customer prospecting. Alongside handling offers and contracts, the xFLOWer CRM module oversees the complete operational life cycle of customers.
Highly visible sales
To ensure a successful sale, numerous concurrent processes need to be executed. Managing a substantial volume of ongoing sales projects and customer data can be challenging and inefficient without a dedicated system in place.
One of xFLOWer's CRM module's primary advantages lies in its ability to provide transparency in sales operations. This empowers companies and sales managers to have complete control over defining the specific steps, tasks, and deadlines necessary to organize the sales process.
xFLOWer inherently encompasses customer log management, yet it allows for the definition of additional CRM data that requires handling beyond the fundamental information. This enables the recording of details such as partners' shoe size, language proficiency, and sales revenue.
The existing master data from other systems can be effortlessly synchronized, eliminating the need to redundantly input previous customer information on the xFLOWer interface.
For specific data, it is simple to generate additional groups (e.g., real estate group, vehicle group, etc.) and align business processes with their respective groups.
Processes-driven contract and document management
Managing thousands of contracts across hundreds of customers? Searching for contract data one by one? This can be a costly and time-consuming process, even though most contract registration systems claim to offer the solution!
In xFLOWer CRM, on the other hand, every document is linked to a process, i.e. the system automatically starts the processes that are necessary for fulfillment.
Using contract data such as deadlines, assigned personnel, and execution particulars, the system assigns tasks and oversees their execution. As a manager, we receive comprehensive reports on all of this, including real-time updates.