Staff members belonging to the sale department are the main beneficiaries of CRM. Thanks to it, they gain access to:
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Information about Leads from their region:
- New leads on which sale activities should be performed
- Closed leads, owing to which they obtain a history of present contacts with potential clients
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Register of Sale Opportunities from their region, in particular to:
- The knowledge about conducted sale activities, their value and status,
- Any kinds of materials which were exchanged with the client. CRM has the last and up-to-date offer, which can be easily located even after a long period of time,
- Basic scope of information about contractors supported by the entire company,
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Access to the extended scope of information about contractors supported in the region assigned to oneself – all in one place. This information includes, among others:
- Telephone and address data,
- History of contacts (future, present and archival),
- Current information about sale coming from the sale system,
- Current information about payments coming from the financial system,
- Access to information about the contractor transferred from production areas, such as complaints,
- Contracts and offers in scanned form
- Compendium of knowledge about products
Information so far stored in many places, are now available in an intuitive and immediate way (outside the company as well).