Sales
end-to-end sales process.
Company Management
Sales Process Designer
Manage the entire process from the moment an opportunity arises to detailed job description, bidding and closing the sale. Taking orders or following up on contracts is now easy. Discover where your sales team spends the most time and improve the process.
Target management
Create annual quotas for your sales teams and define their goals to keep them motivated. Track their goals over the desired period to increase current sales, cross-sell products and services, and generate sustainable revenue.
Order and contract management
Create an Order record for your positively closed sales and sign a Contract if you wish. Track your Contract renewals and related payments.
Sales tracking
Create tasks to regularly track your sales opportunities, plan your activities, create offers using price lists, and easily print or email them to your customers.
Activity management
Plan visits for your sales teams, email correspondence and phone calls with your customers, always remember and follow up with your customers.
Contacts
Role Distribution of Related Contacts
Keep track of your customer contacts in their roles as decision maker, regular employee, or decision influencer.
Activity Tracking
Track and manage contacts such as phone calls, visits or emails across timelines.
Connections
Manage the relationships of different contacts with the opportunity or other stakeholders while pursuing a sales opportunity. Make connections with management consultants, former colleagues, and executive board members and quickly reach the position you need for sales.
Opportunities for Interested Contacts
Record the contacts who need your product or service in your sales opportunity, the details that will lead to a purchasing decision, and manage the stakeholders of the sale.
Sales Productivity
Price list
Create different price lists in different currencies, define special price lists for your customers.
Create different lists by considering values such as period, customer segments, region, discount. Select a price list in the sales record and allow the sale of only the products defined in the selected price list within that sale.
Proposal templates
Specify the location of the logo in the proposal output, whether to include a product image and its size, whether to list optional products, and whether to display a footer and header.
Use the document template feature for custom proposal outputs.
Proposal options
Separate optional product items in proposals. Add options such as spare parts, consumables, special services to your offer.
Recommended products
Mark the products that are suitable for cross-selling as recommended products. Don't let your sales team miss out on cross-selling opportunities when selling a product.
Proposal Versions
Track revisions in the proposals you give to your customers and capture changes in the process. Measure how many proposal revisions your sales team needs on average to close a sale and improve the process.
Quick Add Product
Easily define the products you want to add to the sale, the unit prices of the products, their quantities, tax, discount, the discount to be made from the bottom total of the sale and additional costs from a single screen.
Instead of entering the sale products one by one, make all entries quickly from a single screen. View and edit the pricing and quantities for the sale and products on the same screen.
Copy sale
For repeat salesx, avoid re-entering items by copying your past sale.
Convert to Order
Create orders quickly during the sales process. You can create multiple orders for a sales transaction.
Close Proposal
If your sales proposal has lost, close the sale by defining the reason for the loss and the competitor who got the job in the system. Gain insights on lost proposals with smart dashboards.