What is CRM software?
The acronym CRM stands for Customer Relationship Management.
There are many complex CRM tools on the market that are not at all adapted to small businesses and sometimes require years of training: that's why the Flexina team decided to create simple and easy-to-use CRM modules specially designed for VSEs and SMEs.
The new sales opportunity management module of our online invoicing software meets an important need for any business: better managing quote tracking and saving time during the sales process.
This article is intended for all companies that have never heard of CRM, Pipelines and Opportunities: Flexina simplifies this concept to allow you to very easily use a powerful tool that will help you boost your sales.
What are sales opportunities?
Sales opportunities are chances for a company to gain new customers, increase sales or develop new products or services.
Concretely for a carpenter craftsman, a sales opportunity simply begins with a phone call from a prospect who would like to drop by the workshop to discuss the possibility of building a custom dream kitchen and should end with the installation of this new kitchen at the customer's home, satisfied with the quality service.
Between the stages of first contact and kitchen installation, quite a few things happen: you need to discuss the project, go and take measurements of the room where the kitchen will be installed, prepare one or more quotes, obtain the customer's signature...
But a company doesn't have just one potential customer at a time and tracking opportunities quickly becomes a headache and takes a lot of time, this is where our sales opportunity and pipeline management tool can help you.
What are pipelines?
A sales opportunity pipeline is a tool that allows you to define the different stages of your sales process in order to track and classify your opportunities by stage.
The stages of a pipeline depend on how you track your sales opportunities, an example of a simple pipeline to use with its different stages could be:
- First contact
- First appointment
- Quote drafting
- Quote sent
- Sale won
- Sale lost
Flexina's new sales opportunity pipeline management module
Managing pipelines and sales opportunities is child's play with our invoicing software.
You can create one or more pipelines according to your sales stages, easily create sales opportunities, move them through different stages, link one or more quotes to an opportunity, display customer or prospect tasks and notes in the opportunity viewing screen...
With our new module you will save very precious time and maximize your chances of turning every sales opportunity into a sale.
Contact us to learn more or get a free demonstration of our online invoicing software with Peppol electronic invoicing.
