B2B CRM was created with the vision to put the client into the center point of your operations. And that means not sales operations only but also delivery processes, projects, and continuous support. The module can be best utilized by B2B organizations with indirect or combined sales processes. The objective is simple – to manage your channel business efficiently through instant collaboration using a channel network.

Lead Management

Our new B2B CRM will help you operate leads easily and efficiently. You may follow the route of any lead from the very beginning to the very end while having a clear overview of all sales activities.

Lead Processor

Fast and well-prepared follow-up on leads is essential for any successful acquisition. Typically, a digital environment generates a large number of leads with varying relevance. Lead processor is helping to distribute, split and prioritize leads among your own sales team or your partner network.

Opportunity and Pipeline Management

Our B2B CRM will manage your opportunities so you can stay connected to the people and information essential for every sale closure. From anywhere. Track all associated activities as they happen and receive updates when action is required. Send emails effortlessly using templates.

Partner Management

Our B2B CRM provides a complex partner overview where you may track your top partners as well as their progress to the detail. Develop a network of partners across the world and sell your products faster and better.

Account Management

Thanks to the integrated project management platform B2B CRM provides a truly holistic view of your clients’ lifecycle. Besides traditional sales data, B2B CRM brings an overview of delivery, projects, customer care in one system, everything on one page.

Role-Based Homepages and Dashboards

Within the new B2B CRM, you will be updated with customized sales forecasting reports that you can build with ease. In our role-based scenarios, the sales director has a clear overview of revenues, the performance of sales managers, and the pipeline. See which reps are on track to beat their targets with real-time leaderboards.

Process and Project Support

Essential features of project management such as WBS, Gantt, or agile management are present to support various processes in the sales department or serve to deliver projects.

Delivery E2E

In our B2B CRM, you may manage what you sell. From the new lead, across the opportunity quotation to the last implementation. Manage every step along with your partners to get the most out of the deal. The customer does not have to do anything. They can just sit back, relax and watch their business grow with your product.

Continuous Integration

B2B CRM and especially its “contracts” are designed to turn the CRM into a rock-solid source of data for systems managing the delivery of your products and services. The character of our PM platform is also ideal for building solutions on top of standard products.

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