CRM
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.
Record and monitor all customer relationship management activities on an ongoing basis.
Manage customers and sales contacts databases, classify and assign leads, manage sales activities, and tailor activities to lead type (leads meeting selected criteria only).
Analyze currently held activities and monitor the activities of competitors, collect feedback in order to streamline sales processes.
Receive fully customize software, tailored to the needs of your company, with the possibility of further modifications or expansion.
Keep detailed records and provide necessary statistics and reports. Evaluate their progress and success at reaching targets (KPIs).
Ensure the security of key business data and protect personal data in accordance with GDPR.
All functions are available both in the WEB application and in the form of native mobile apps for Android, iPhone, and Windows (also offline).
Thanks to the sales automation software, salespeople retrieve their precious time, and they are more efficient in serving current and acquiring new 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.
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:
The software allows for managing problems/incidents reported by all customers in the CRM database.
Any project may be assigned to a specific customer from the CRM database. Thus, the share of selected customers in the given project as well as project ROI could be easily calculated.
A business trip may be assigned to any customer, making the entire process of cost calculation and cost accounting clear and transparent. All customer or business contact activities are reported and the incurred expenses are treated as a part of customer acquisition cost.
Budgeting, invoicing of clients in the CRM, submitting a request for legal advice necessary to for example sign the contract, booking resources for meeting with clients (e.g. conference room, projectors, company cars).
Ensuring a smooth flow of information between the account manager and the team working on behalf of the selected client (notification system, built-in comments section, internal chat etc.).
Creating new contracts e.g. NDA, trade agreements with their further processing in accordance with the GDPR and internal policies.
An application that allows you to organize and comprehensively manage all the knowledge in the organization.
A comprehensive tool designed to effectively automate the work of sales department.
IT system which allows for effective planning and management of business trips and settlement of their expenses in each organization.
An application that provides ongoing control of all resources in the organization.
An application that allows you to comprehensively monitor the entire financial activity of the organization.
A comprehensive application that allows you to effectively manage the fleet vehicles in the organization.
IT platform that enables you to automate and centralize the process of managing projects in your organization.
A ticketing system (ITS) designed for managing incidents and service requests and handling communication with the users.
The tool for a quick and effective time and task management.
Create your own, custom solution which will fully reflect all your business processes.
