Automate your sales processes and build long-term relationships with customers

Lead management and sales processes automation

CRM Productive24 is a system built on the basis of the Productive24 platform, which by automating the work of the sales department allows sales teams to coordinate their work and effectively manage customer database. The solution automates leads, prospects, and opportunities management. What’s more, it streamlines the customer communication process and enables quick and effective delegating of tasks, monitoring their status along with an insight into all activities of the sales team.

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

Thanks to the sales automation software, salespeople retrieve their precious time, and they are more efficient in serving current and acquiring new customers.


Sample functions:

  • Sales activities

    • Monitoring and flexible management of all account managers’ activities.
    • Adding new sales processes to the calendar.
    • Changing calendar settings – daily, weekly or monthly view.
    • Advanced filtering, sorting, and searching for given sales processes.
  • Leads and sales processes

    • A visual representation of all sales processes with their current statuses.
    • Creating separate sales processes for given products.
    • Adjusting sales processes to the individual client’s requirements.
    • Involving certain departments to take necessary actions at a particular stage of the process.
    • Lead scoring – assessing the quality of leads.
    • Conducting sales campaigns adapted to a particular group of clients or leads.
  • Companies and business contacts

    • Managing all relevant information about customers, leads, prospects, companies, and contacts.
    • A list of contacts and companies with all necessary information such as activities, assigned contracts, personal details, etc.
    • Adding contacts, sales processes, and assigned contracts under each company (company view).
    • Planning tasks and adding reminders.
    • Advanced filtering, searching, and sorting by different criteria.
  • Commercial offers

    • Central database of commercial offers.
    • Assigning offers to the selected customer and sales process. Determining the status of the bidding process.
    • Selecting payment methods and deadlines. Granting discounts.
    • Information on the submission date, duration, and expiry date of the tender/contract.
    • Product selection from the product catalog.
    • The list of offers with the possibility to easily filter, sort, and search for specific items.
  • Competitive analysis

    • Keeping detailed records and analysis of existing competitors.
    • 360-degree view of competitors and their offers.
    • Providing detailed information about the competitors (e.g. strengths and weaknesses, successful/unsuccessful sales processes, market feedback etc.).
    • Attaching documents (e.q. price list, business presentations, marketing materials).
    • Conducting discussion in the comments section.
    • Tracking won/lost sales in competition with a particular competitor.
  • Trade fairs and events

    • The 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.
    • Setting parameters such as frequency, the scope of participation (packages), and estimated and incurred costs.
    • Storing all materials provided during the event (e.g. presentation, notes).
    • Conducting discussions in the comments section.
    • Assessing positive and negative aspects of the event.
    • List of the initiated sales processes, acquired leads, or business contacts resulting from the event.
  • Reporting

    • Creating complex, customized reports.
    • Data aggregation – presenting data in a summarized manner. Various graphic views.
    • Evaluating the effectiveness of selected processes.
    • Monitoring unsuccessful processes. Feedback and the analysis of the offer’s weaknesses.
    • Ongoing control of all sales activities.
    • Goal achievement assessment (KPI).
    • Comparing planned and actual revenue in a certain period of time.
    • Comprehensive notification system and various mechanisms with complex logic, preventing all wrongdoings and improving the activities of CRM.

Customer Feedback – how to better understand your customers?

Feedback from customers is an invaluable source of information. Productive24 allows companies to collect feedback from current and potential (B2B) customers.

Feedback assigned to a selected customer in the CRM database helps teams responsible for a given client to not only pass comments, but also to quickly react to a suggested change. Valuable opinions may be automatically uploaded to other components of any Productive24 business application such as innovation management (ideas backlog), product management (PLM, Retail) or Project Management.

Create your own business application ecosystem!

Did you know that all the solutions built based on the Productive24 platform can combine, permeate and influence each other to create one comprehensive business application ecosystem? CRM Productive24 will perfectly match the following solutions:

Discover new possibilities!