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.
Click link to enlarge the image ->
Note: Access to content only for logged-in users in OptimaSales. Log in and refresh this page. Read more about this here...
When you go to the deal card you will see what is available there. Click link to enlarge the image ->
Note: Access to content only for logged-in users in OptimaSales. Log in and refresh this page. Read more about this here...
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 ->
Note: Access to content only for logged-in users in OptimaSales. Log in and refresh this page. Read more about this here...
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 ->
Note: Access to content only for logged-in users in OptimaSales. Log in and refresh this page. Read more about this here...