Sales activity management

Planning and execution of sales activities

Once you have defined a group of clients interested in your products or a group of regular customers – you can use Comarch ALTUM CRM for sales activities. The application enables planning your budget in terms of money, workforce and other resources connected with the sales activity and lets you determine the cost of ongoing operations, making it possible to turn your leads into customers. Among the many features available in the Comarch ALTUM CRM application is the ability to link sales topics with potential customers, for example by distinguishing different groups of customers interested in given goods, or those requiring specific solutions.

Summarizing sales activities

Sales activities, either completed or in progress, can be reflected in the form of various reports, i.e. as a sales funnel. The report will show you the number of potential customers at every step of your sales campaign: for example beginning with the number of people who received an advertisement email, through the intermediate stages, up to the number of those who finally made a purchase.

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Contact management

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Plan your tasks effectively

Using Comarch ALTUM CRM means that all customer e-mail addresses, meeting times, tasks, and contact information are located in one place. The application’s easy and intuitive navigation will allow you to focus on new sales opportunities instead of wasting time trying to manage all your data. With a single database of sales activities which is continuously updated, you can avoid the chaos that results from uncoordinated activities: “Has somebody contacted this customer yet? If so, who was it? How? What was the outcome?” With Comarch ALTUM CRM you can be certain that these kinds of questions will not become a nightmare for your sales force.

Easily coordinate your sales activities

The shared calendar that is synchronized with Outlook ensures that all marketing tasks (whether regarding a campaign or not) are clearly assigned to individual sales team members. That way they stay always informed about upcoming events. Your sales managers will have better tools to guide and monitor campaigns as they unfold. Together, this means a shorter sales cycle and enhanced lead-to-customer conversion ratios.

Better identify your clients’ needs

Comarch ALTUM CRM allows you to associate a sales topic with given customers or a group of customers, which allows for improved organization of your sales processes and resource planning (i.e. funds, responsible persons), which optimizes costs and increases efficiency. On the other hand, you will be able to better identify your customers’ needs (even very specific-ones), and therefore provide them with the best possible customer service.

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Contact management

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