Business Manager - Pro
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Organize your Business Opportunities and the relationship with your customers.
CRM develop in: English, Italian, German
CRM Business Manager use contact and calendar to full system integration.
If you need to remember your works opportunities you can put this on Business Manager.
Every opportunity is store in calendar to create a business remember that start and end with the opportunities.
You can add Activity in opportunity. The activities are calendar events link to the opportunities so you can create allarm e store appointment.
We the opportunity activities to count the time you spend to follow the opportunity.
Organize your business opportunities. Select your customer from your list of contacts.
Every opportunity in the CRM has a revenue target and a progress indicator of the negotiation.
You can have a summary of the potential revenue both of each single contact and total.
The CRM program is organized in 3 Tabs.
CRM Opportunity works as a "to do list":
Press the option key to insert a new opportunity in the CRM.
Select the customer from the list of contacts.
On the top of the crm opportunity screen you'll see the contact's photo, name and company.
Set the name and the description of the opportunity.
There are 4 information dates: create date, modify date, close date and due date.
Status of opportunity: open or close.
Probability of success.
Long click on the crm opportunity organizer list item to open the context menu.
Open, close, delete and edit opportunity of the CRM.
In the summary folder it is possible to view a summary of the opportunities you can find in the CRM, grouped by contacts. Use this as contacts' manager to have direct access to your business customer. So you can call and see all the information concerning the contact and manage the relationship. Sales force app.
The total revenue of all opportunity.
Use CRM Actisoft to organize your appointments's calendar.
Sales force automation SFA.
Store the activity and use the calendar to put alarm and event link to your opportunity. Old activities are blue colored.
- Add opportunity count by Organization
- In Tab crm Tot now closed and open opportunity are distinct
- Update the Activity features
- CSV Export with App-in module
- Cloud Sync with App-in module
Tags: crm organizer, cartelle gestione clienti, crm business manager, list business manager pros, business manager, crm in italiano, manager, crm manager, business manger, sales force automation alarm coding in.
First time use Export Cloud before Sync Cloud