BUSINESS AREAS / CUSTOMERS & CRM

Keep the conversation connected to the customer.

Explore prospect records, opportunities and customer information alongside the sales process.

How the work connects

01
Organise prospects
Review Lead, Contact and Address records and your approach to identifying potential customers.
02
Follow the opportunity
Explore opportunity stages and link the commercial conversation to quotations.
03
Hand over to sales
Connect customer information with sales documents, rather than keeping a separate unlinked customer list.

EXPLORE IN YOUR DEMONSTRATION

Records with a purpose.

Lead and Opportunity
Customer, Contact and Address
Quotation
Customer-linked sales history

Availability depends on roles, installed modules and configuration. Demonstrate your required exceptions as well as the routine case.

A PRACTICAL BUSINESS SCENARIO

What this means in practice.

A prospect asks for a quotation. The opportunity and contact details help the sales team continue the conversation when the quotation becomes an order.

Illustrative explanation; not a live transaction or customer case study.

Make the demo about your work.

Bring your sales stages and customer follow-up process. Messaging integrations and automated campaigns require separate confirmation.

Discuss customers & crm

RELATED WORKFLOWS

Continue the story.

Sales & Receivables

Follow the customer journey from an agreed sale to invoice, receipt and outstanding balance.

Projects

Explore project tasks, recorded time and related commercial documents.

Business Reports

Explore financial statements and operational reports with the right company, period and filters.