Sales success is determined by effectiveness, and our mission, as developers, is to provide useful tools to help you achieve more. Below are the components of the deals list. Take a look at what the elements are made up of and find out what they can be useful for.
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When you go to the deal card you will see what is available there. Click link to enlarge the image ->
Create a set of best sales practices for your organisation and dress this up in a sales process or processes. We know that there is no one-size-fits-all sales process so in the program you have a lot of flexibility to define your own processes with steps, ones that you think are best.
The best, that is, the ones that best fit your customers’ buying process. Click link to enlarge the image ->
Create simple and multi-variant price offers in multiple currencies without leaving the program.
We have prepared practical functions that will allow you to prepare the sales quotation, analyse it before sending it and set the payment and delivery terms, as well as to select a quotation template to give it a final look before sending it. Click link to enlarge the image ->
Below is the structure of the activity list. Let’s see what elements it is made of and discover what they are used for. Click link to enlarge the image
Let’s go to the calendar and see what is available there. To enlarge the image, click link
Sometimes it is useful to see how things went. This can be found in the history list. In it, we can see what was done, when and with whom, as well as by whom and with what result.
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As they say, a picture is worth 1,000 words, so let’s take a look below to get an overview of the contact list layout in OptimaSales CRM.
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Now, we already know how the contact list is built, let’s see what the contact card looks like. If you enlarge it, the elements of the contact card will be shown.
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Very similar is the company card, which groups together persons from one company. All you have to do is click on the company name and you will already see card details in a new card…
The orders and invoices module in CRM OptimaSales includes orders from the customer and to suppliers, sales invoices, prepayments, corrections. The database of customers and docs.