CRM Buyers Guide

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Advantages of bpm'online CRM buyers guide

Lead qualification

Thoroughly qualify each lead to save time by working only with sales-ready leads. Use bpm’online sales for merging lead duplicates, link a lead to the relevant account, enrich lead data with insightful intelligence to get it fully prepared for a sales follow up.

CRM buyers guide: Lead qualification

Opportunity history

For each opportunity regardless of its status track its complete history: activities, emails, quotes, feed discussions, files and notes. When analyzing you can return to any stage of the customer interaction based on the chronology of events.

CRM buyers guide: Opportunity history

Forecast sales based on the variable criteria

Make sure your goals are achieved with bpm’online sales forecasting tools. You can easily plan sales volumes by managers, accounts or industries. Compare indicators across periods and apply smart filtering tools to get the information you need within a matter of seconds.

CRM buyers guide: Forecast sales based on the variable criteria
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