Interesting facts about our CRM

6️⃣ Stories from the sales field – real stories from our users.💡 “Two options on offer – one choice” – a story about Elżbieta and a personalised offer🟢 Background: The customer is hesitating between two solutions. Elżbieta uses CRM to create a variant offer with graph

5️⃣ Stories from the sales field – real stories from our users.📅 “A reminder that saved the deal” – Iza’s deal and follow-up crm notifications🟢 Background: Iza was supposed to send a reminder after 3 weeks. Too many responsibilities? The customer would be lost.🟡 Plot

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 ye

🚀 ‘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. T