🧩 ‘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.
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🙂 ‘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.
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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.