CRM Sales Process

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Advantages of CRM Sales Process

Mobile orders

Easily manage all contracts, related specifications and additional agreements using bpm’online sales. Attach electronic versions and photo copies of contracts, keep track of contracts details and history of amendments. From the given order the system allows you to quickly create several contracts for different accounts, copying all the parameters from the same order.

CRM Sales Process: Mobile orders

Tasks and calendar

Plan your work, tasks and meetings in your calendar within bpm’online sales. Create personal or group tasks linked to contacts, opportunities or documents. Synchronize your tasks and calendar with Google Calendar and Microsoft Exchange. Get notifications and reminders in the notification panel.

CRM Sales Process: Tasks and calendar

Knowledge base

Knowledge base is an online library that stores articles, scripts, guidelines for new employees, document templates, presentations, answers to frequently asked questions, and any other useful materials. The knowledge base takes on features of social networks — users can like posts and share ideas and comments. This helps other users to quickly and easily find the most popular presentation or the most useful answer.

CRM Sales Process: Knowledge base
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