6️⃣ Stories from the sales field – real stories from our users.
💡 “Two options on offer – one choice” – a story about Elżbieta and a personalised offer
🟢 Background: The customer is hesitating between two solutions. Elżbieta uses CRM to create a variant offer with graphics, links and colour personalisation for the customer’s brand.
🟡 Plot twist: The customer is delighted – she says that no one has ever treated her decision so individually before. She chooses the extended option.
🔴 Conclusion: Personalisation is not just a form of politeness – it’s a strategy.
Test our crm: Demo CRM
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
🧩 ‘They didn’t buy, but they recommended us’ – Jarek’s story of building trust.
🟢 Background: Jarek had been in talks with a customer for six months. In the end, they decided not to go ahead.
🟡 Plot twist: Thanks to the CRM system, Jarek had a complete record of all their correspondence and details of the processes involved. Two months later, he received a phone call from a friend of the customer with a recommendation.
🔴 Conclusion: The system can help organise facts, but it’s how you treat people that stays in their memory.
Test our crm: Demo CRM
🙂 ‘The Last Day of the Month’ – the story of Ania, a saleswoman in doubt.
🟢 Background: Ania has been transferred to a new region where she has no connections and must navigate a completely new market. She has a week to meet her quarterly target.
🟡 Plot twist: She opens the CRM system and reviews her predecessor’s contact history. She finds an unclosed opportunity and arranges a meeting. Thanks to her predecessor’s well-kept notes, she quickly identifies the customer’s needs.
🔴 Conclusion: There would be no success without the people who left their mark. CRM is just a map – people are the navigators.
People decide where to turn.
Test our crm: Demo CRM
How do I get full access to the content of the knowledge base?
To get full access to OptimaSales Knowledge Base content you must meet the conditions below:
1. You must be an active user of OptimaSales CRM.
2. If you have fulfilled point 1, then log into the program and open the contents of the Knowledge Base by clicking (icon “?” top right corner). What is the Knowledge Base?
3. If you would like to be an OptimaSales CRM user, please contact us.
Best regards
OptimaSales Team
Below, we will go step by step through the settings and configuration of the SMTP account notification type for invitations, scheduled and delegated activities with an e-mail alert, so that they will receive an e-mail to ourselves or to another user (in the form of delegated activities).
In OptimaSales, you will find a large user and team management possibility. This allows users to be assigned to different teams. And as a result, we can easily map the structure of the company.
And configure access to customer data as required. Going ahead, we still have, within the specific teams, the possibility of defining the appropriate permissions.
As a result, access will be defined as to what who can: see, edit, delete and create.
And a fully customisable permissions grid allows flexible management of permissions despite the fact that they have been assigned by default to user roles..