Effectively manage your customer relationships and sales
Our CRM tools for sales management. Email solicitation and our sales goal boards allow you to quickly obtain information to manage your activities and your customer follow-ups.
Here is a rundown of everything you can do.
1. The follow-up dates
Don’t miss opportunities to communicate at the right time with all your prospects to follow up on sales management. Easy, user-friendly, accessible at all times.
2. The solicitation history
Consult the entire history of your solicitation actions, client by client. Your memory will thank you!
3. The projection table
Get an overview with graphs on the closing rate , in number of proposals , in money in addition to obtaining statistics by customer type . This valuable data will optimize your sales actions. In addition, the list of proposals makes it possible to check and validate these results.
4. The opportunities table
Use a table in which you can “click and drag” and bring to life your business opportunities linked to amounts in real time. Dynamic and motivating! Add sales targets for your products and watch the funnel adjust automatically.
5. The solicitation report
Track your salespeople’s actions weekly, by type of activity or by prospect. A tool that allows you to support your team and direct efforts.
6. Dashboards by product, by customer
Get results tracking tables by product or customer. Having all the information in hand allows you to make the right decisions.
Bonus alerts and notifications: a system that watches over you
The Collabox offers a series of alerts and warnings to warn you that a task has been completed, that an appointment is scheduled, that a follow-up must be carried out.
Be in control of your business!
Watch several videos on our Youtube channel and visit our Tips and Tricks section in the Documentary Blog to continue using the Collabox!
If you have any questions, please contact us and we will be happy to answer you.
info@collabox.com (418) 907-9274 ext. 120
