Sales
CloudBiz CRM offers Sales team the ability to monitor sales operations briskly. The goal is to bring in the prospects, nurture, and win. This is what CloudBiz helps you do, expertly. The operations in the Sales cycle can be streamlined and automated; Consequently, efforts will be optimized to see better results.
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1. Capture Lead
Gather Leads from different Lead generating channels into the system through different gateways offered by CloudBiz CRM
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2. Qualify Leads
Follow up Leads, Sell them the benefits, Nurture them and filter the prospects that might be interested in the deal
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3. Convert Leads
Identify business prospects and convert them into Opportunities, Contacts, and Organizations
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4. Grab Opportunity
Track Forecasting amount, Sales stage, Anticipated Revenue from a potential customer to increase the chances of winning the deal
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5. Contacts
Contacts is a repository to store qualified prospects and existing customers. Contact could be acting individually or representing an Organization.
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6. Organizations
Organizations module is used to store the information of company that is already dealing business or actively evaluating your products or services
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7. View stats
Personalized Reports and Dashboards will give you graphical representation of Sales Stages, Performance of Sales Reps, etc
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8. Exchange Business Orders
Manage mutual transfer of business orders such as Quotes, Purchase Orders, Sales Orders and Invoices