CRM - Customer Relationship Management
CRM, Business Management, Management Software
-Automated CRM Database
A database is one of your most valuable assists. The question to ask yourself is, when last did you update your current CRM database? Our guess is probably never or not very often.
With our automated database feature, your database is created and maintained automatically simply by sending and receiving emails. This includes automatically capturing phone numbers, addresses, positions etc. As long the person sending you the email includes this information in their HTML Email Signature.
It is extremely important to keep track of all client / supplier interaction to ensure you have a healthy track record of all communication should something every go wrong or just to keep you 1 step ahead at all times.
Doing this is easy with Magnetic CRM, simply add a new record and set a follow up date which will remind you to action anything you needed to for the contact. Or if you have an on the road sales team, they can “check in” at clients when doing site visits.
-Manage Your Pipeline
Managing and Tracking your sales pipeline is easy in Magnetic CRM. With a wide range of Opportunity reports including forecasts, close opportunity report, current, created and more, you will soon see what the CRM module of Magnetic is so power and a must have.
On top of the great reports, managing your current opportunities is simple, you are also able to easily drag and drop live opportunities between stages in our CRM to ensure time is spent on closing rather than updating.
, Business Management Software
, Crm Software
, Crm Solutions
, Management Software