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..
Each Data Centre in which we store our users’ data has security systems against power cuts, a dedicated, advanced ventilation and air conditioning system, as well as fire and burglary protection. According to the TIER classification, the data centres we work with meet TIER3/4.
We cooperate with each customer of the OptimaSales service in accordance with a contract (regulations) guaranteeing high quality IT services at the SLA level of 97.5%.
Its scope includes, among others: configuration of the LAMP server together with OptimaSales CRM software and updates. Everything is installed on very fast SSD and NVMe drives in a RAID configuration in a distributed file management system (DFS). Computing power is provided by fast, state-of-the-art Intel processors and fast and efficient RAM.
And everything is protected by a properly configured FireWall with all additional options against external attacks. Also noteworthy is the fact that once a day there is a full 3-day back-up, completely isolated from the production server, with triple write replication (this means writing to different locations, other data centres min. Amazon (AWS), BlackBlaze). This ensures that the loss of valuable information is reduced to almost zero.
Below in the form of a graphic how this is organised. In one such data centre block, the OptimaSales CRM data is located, and there is an individual installation of your OptimaSales service.
The connection to it is secure, stable and encrypted with an SSL certificate.
By setting up an SMTP server, i.e. a personal outgoing mail account, we will be able to send sales offers and emails based on a designated template directly from the OptimaSales application.
From this point on, our work becomes easier and all the data is saved in the card of a specific customer (contact) and sales deal, etc.
Note: The OptimaSales application does not have a built-in email program, but only integrates/synchronises with any email program to save outgoing and incoming email. This means that basic email sending/receiving activities are still carried out in your email program.
Below we will go step by step through the settings and configuration of the SMTP account.