5️⃣ Stories from the sales field – real stories from our users.
📅 “A reminder that saved the deal” – Iza’s deal and follow-up crm notifications
🟢 Background: Iza was supposed to send a reminder after 3 weeks. Too many responsibilities? The customer would be lost.
🟡 Plot twist: An email notification from CRM arrives at the perfect moment. Iza opens the deal, sees the history, and the follow-up takes her… 4 minutes. The customer is impressed, and they arrange a meeting.
🔴 Conclusion: You don’t have to remember everything — you just need to know how to set a reminder that does it for you.
Test our crm: Demo CRM
4️⃣ Stories from the sales field – real stories from our users.
🧠 “I lost contact… but CRM remembered” – the story of Piotr and his return after many years
🟢 Background: Piotr accidentally comes across an email from a customer he hasn’t been in contact with for three years.
🟡 Plot twist: In the CRM history, he finds all previous conversations, notes, and even… an old offer. In a few minutes, he refreshes the context and prepares a new proposal – multimedia, with graphics and tailored to the customer’s brand.
🔴 Conclusion: CRM does not forget. It is not an archive, it is a time machine.
Test our crm: Demo CRM
🚀 ‘The team that never met’ – the power of collaboration in a dispersed team
🟢 Background: Three salespeople in different parts of the country are working on the same company (offer).
🟡 Plot twist: Thanks to the central database in OptimaSales CRM, they join forces. They create a joint offer and beat the competition.
🔴 Conclusion: Technology can bring people together – as long as we let it play a supporting role, not the director’s.
Test our crm: Demo CRM