Get to know all deals status in a single screen and update it through fingertips. Focus on your near closing deals and get to know which deals need immediate attention. Estimate monthly closing deals’ revenue to achieve the sales target.
Always miss out the appointment with clients?
What has been discussed with client on the last meet up?
Plan your day from calendar. Create a list for your upcoming activities in order to improve your sales conversion rate and avoid miss out on any opportunity. Keeps customer activities updated so you could view the activities history anytime.
Plan your day from calendar. Create a list for your upcoming activities in order to improve your sales conversion rate and avoid miss out any opportunity. Keeps customer activities updated so you could view the activities history anytime.
Access and modify all your customer information from any mobile devices, anywhere and anytime, even you are offline. When you have time to spare after meet up with a client, you could locate clients or prospect nearby and get their details from the app. Check in at the client’s location to record your visits and maximize selling time on the road.
Whether my team achieves KPI targets?
Spend too much time on reports creation?
Generate real time reports and visualize data by converting reports into charts. Get to know you and your team’s overall performance in a single glance. Visualize how your KPIs are performing, compare current numbers to a previous time period. View the drop or increase for each metric and discuss with team next action plan and how to improve.
Generate real time reports and visualize data by converting reports into charts. Get to know you and your team overall performance in a single glance. Visualize how your KPIs are performing, compare current numbers to a previous time period. View the drop or increase for each metric and discuss with team next action plan and how to improve.
Do you need to send reports to top management every week?
Don’t know who has closed big deals?
Automate every aspect of your business and cut out time-intensive, repetitive tasks. Share good news to team members instantly when closing big deals. Get reminder on next action date in order to impress client and follow up better with workflows.
Firstlink is a Zoho Premium Partner in Malaysia that offers a comprehensive suite of CRM solutions for businesses of all sizes. Our CRM solutions are designed to meet the unique needs of Malaysian businesses, and with a team of experts that will assist you with everything from consultation to implementation, training, and support.
15-days free trial. No credit card required.
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