🧩 ‘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 the
🙂 ‘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 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.