The sales process helps me organize my work. The sales flow shows which prospects and quotes need a follow-up, where my clients are in their contract agreements and how many audits are still due. The system helps me manage a vast variety of clients through it’s automation, which leaves me more time to search for clients.
The sales process helps me push updates about my scheme’s to all clients and prospects. Besides that I have a detailed overview of outstanding quotes, accepted quotes and sales campaigns. Through this I manage the team and anticipate on peaks and lows of auditing workload and client onboarding.
Client relationships are important for any business. I can reach out to all clients and prospects in our CRM in a few clicks. With timely reminders we act proactively on new clients, and never miss a deadline from an existing client. We no longer have to waste time typing emails or searching for a client’s data. The sales process helped to streamline our client relationships.