Automate your routine tasks
Capture new leads – manually or automatically via all channels, e.g. email, telephone or social media.
Don't worry about responsibilities. Thanks to workflow logic, all leads are automatically forwarded to the responsible teams or employees.
Keep your customers up to date at all times: Save valuable time with flexible auto response functions and configurable sample texts.
Process your contacts quickly and reliably
Keep your appointments safe with reminders and Outlook integration.
Keep track of all customer information – whether call history, visit reports or activities.
Respond quickly to customer contacts. The intelligent mail engine assigns inquiries correctly and informs them immediately.
Dedicate your time to the customer – not to documentation
Sell even faster. Create offers and cover letters with intelligent templates – whether email, PDF or Word.
Minimize your coordination processes: Integrate decision-makers systematically with integrated approval workflows and adjustable thresholds.
Capture all data intuitively and selectively. The intelligent form control always requests the right data.
Keep track – from sales history to sales forecast
Focus on your customers: Historize all customer activities and bring them together clearly.
Maintain an overview of all sales activities: Individual dashboards show you where you stand and what needs to be done.
Conduct targeted sales analyses. Whether sales forecast or customer feedback: All data comes together in the data warehouse.
Adapt CM/Sales to your sales processes and not vice versa.
Control lead processing according to your specifications. Our intelligent process logic automates routine tasks and monitors your To Dos.
Tailor CM/Sales to your needs: Flexible modeling tools allow you to adapt processes and data structures.
Let the system grow with your organization. No matter what you change – CM/Sales grows with you and your requirements.
Sales Management Software CM/Sales – References
Please find references & experiences from various industries for the sales management software CM/Sales as well as further information on processes in the area of sales management, lead management & marketing.