Customer Relationship Management (CRM) Automate your sales processes and focus on building a long-term customer relationships

Seize all potential sales opportunities - reach out to your prospects and automate your sales processes with a tailor-made CRM system, use the time saved to build long-lasting customer relationships.

About the solution

CRM Productive24 is a system built on the basis of the Productive24 platform, which by automating the work of the sales department allows you to effectively manage customer data in order to build long-term relationships and improve customer engagement.

This solution can be easily adjusted to the individual needs and can map the unique selling processes of each organization.

CRM Productive24 enables:

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    To constantly monitor customer-related activities. Track customer journey.

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    To manage all leads and assign them to a specific salesman.

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    To keep detailed records, create all necessary reports and measure KPI.

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    To comprehensively manage both customer base and business contacts base.

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    To manage promotional campaigns and focus all activities on leads that meet certain criteria.

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    To receive a customized system, tailored to the needs of your organization.

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    To properly conduct a competitive analysis and optimize sale activities.

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    To ensure the security of key sales data and protect personal data processing, all in accordance with GDPR.

Sample system functionalities

Activities

Monitoring and managing all current leads and deals from a single place.

  • Adding sales processes from the calendar.
  • Various calendar views, i.e. daily, weekly, or monthly.
  • Advanced filtering, sorting, and searching for given sales processes.

Sales leads and sales processes

A visual representation of all sales processes with their current statuses.

  • Separate, dedicated sales processes for various products.
  • Adjusting sales processes to the individual requirements of the client.
  • Engaging certain departments to take necessary actions during certain stages of the sales process.
  • Measuring the potential of sales leads.
  • Conducting a sales campaign dedicated to a particular group of clients or specific sales leads.

Companies and contact persons

Managing all relevant information about customers, leads, prospects, companies, and contact persons.

  • A list of contact persons and companies with all necessary information, such as activities, assigned contracts, personal details, etc.
  • Adding a contact person, the sales process, and the assigned contract from the level of the company view.
  • Creating reminders.
  • Advanced filtering, searching, and sorting.

Commercial Offers

All commercial offers available in one central place.

  • Assigning offers to the selected customer and to the sales process while determining the status of the bidding process.
  • Selecting a payment method and time, granting discounts.
  • Information on the submission date, duration and expiry date of the tender/contract.
  • Selecting products from the product catalog.
  • The list of offers with the possibility to filter, sort, and search for specific items.

Competitor analysis

Keeping detailed records and analysis of existing competitors. 

  • 360-degree view of competitors and their offer.
  • Providing detailed information about the competitors (e.g. strengths and weaknesses, successful/unsuccessful sales processes, market feedback etc.).
  • Attaching documents (e.q. price list, commercial presentations, marketing materials).
  • Conducting discussions in the comments section.
  • Complex catalog of all processes including win/lose tenders with given competitors.

Trade fairs and events

List of trade fairs and events in which the company has participated or is going to participate.

  • Adding planned events and keeping a record of the archival ones
  • Providing information about the cyclicality of the event, the scope of participation, estimated and incurred costs.
  • Storing all materials provided during the event.
  • Conducting a discussion in the comments section.
  • Assessing positive and negative aspects of participating in the event.
  • List of the business contacts, leads and sales processes resulting from the event.

Reporting

Creating complex, personalized reports. Presenting aggregated data dynamically with the aid of various graphic views.

  • Evaluating the effectiveness of selected processes. Monitoring unsuccessful processes.
  • Analyzing the weaknesses of the offer.
  • Ongoing control of all trader activities.
  • Goal achievement assessment.
  • Analyzing planned and actual revenue and profit.
  • Comprehensive notification system with various mechanisms and complex logic preventing all negligence and focusing the activities around clients in the CRM base. 

Customer Feedback – the way to better understand your customers.

Customer feedback is an extremely important source of information. Productive24 enables to gather feedback from both current and potential clients (B2B).

The feedback assigned to a given customer in the CRM database allows the team responsible for taking care of that customer to exchange comments and implement all suggestions – opinions considered valuable can automatically be transferred to other Productive24 applications, such as the innovation management module (idea backlog), to product management app (PLM, Retail&Promotions Management) or project management (Project Management Productive24).

Business App Ecosystem


Each system built on the basis of the Productive24 platform can be easily combined with other solutions. The CRM Productive24 system can be linked to systems such as:


Service Desk

Customers (listed in the CRM database) can easily report all problems and incidents.

Project Management

Calculating ROI and the percentage share that customer has in a given project.

Business Trips

The settlement of business trip expenses and the records of all costs related to the meetings with a client.

Organizational Management

Budgeting, invoices, requests for legal advice, and resource reservation e.g. conference room necessary for the meeting with customers.

Digital Workplace

Ensuring that there is a smooth flow of information between salesmen and a project team directly working with the customer.

Contract Management

Creating new contracts, e.g. NDA, trade agreements, etc. Further processing of those documents in accordance with the GDPR and internal policies.

Online, offline, omnichannel

All Productive24 functions are available both in the WEB application (online, RWD technology) and in the form of native mobile applications for Android, iPhone and Windows 10, which work offline.

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