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..
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.
A campaigns list with their recipients is presented below in graphic form with descriptions.
Click link to enlarge the image ->
We already know the elements of the campaign list with the recipients, so when we open the card of the selected campaign we have access to its details, and there you will find all the things you need to manage it, have a look at what elements you will find in the campaign card.
Click to enlarge the image ->
Below, we present a products list, which is a price list of products and services, in graphic form with descriptions.
The management of price lists in OptimaSales CRM is easy and at hand, and in one program, thanks to this, we can create professional sales offers on their basis.
In addition, we have the possibility of sorting, grouping, text search and multi-level filtering.
Click link to enlarge the image ->
Click link to enlarge the image ->
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 ->
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.
To enlarge the image, click on
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.
To enlarge the image, click on link…
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.
Click link to enlarge theimage…
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…