The concept of proactive CRM means that our system reminds your sales representatives of planned and unfinished activities in the CRM, encouraging them to take action. Proactive CRM is always there to remind you of important things:
Things to do
Autofocus mode
Reminders for events in deals
Counters for incoming and urgent events
Counters for employees
Improved user scenarios
Thanks to the new sales concept , you will always be aware of the saudi arabia mobile number list possible sales and opportunities, and your employees will complete all activities on time. Proactive CRM will help newcomers to get up to speed quickly. Experienced managers can better organize the work process. CRM helps you plan your work with customers and reminds you of what needs to be done in a timely manner.
Managers no longer need a large report on the work of employees. It is enough to open the CRM and look at the counters. They will immediately understand who did not call back the customer, how many planned activities each employee has, who missed the deadlines, etc. In this way, the work process can be controlled at every stage.
What is Proactive CRM?
A new option for viewing and sorting leads and deals is the Activities view. Assets are automatically divided into stages based on activity duration.
New Proactive CRM
Events
The counters have also been changed according to the Proactive CRM concept. Now you can prioritize tasks and always know which customers need to be contacted today and which are waiting for your call next week.
New Proactive CRM
Counters
CRM now has the Smart Events option. If a lead/deal doesn’t have any events scheduled, CRM will prompt you to create one so that the lead doesn’t remain uninterested for too long.
New Proactive CRM
Proactive CRM Reminder
Also added the focus mode option. It is the behavior of the leads and deals that causes them to rise in the Kanban view.
The logic for handling open channels in CRM has been changed. When you open CRM, you will immediately see which request needs your attention first.
New Proactive CRM
Unread Messages
Also, by adding status directly to the form in Kanban, you can help avoid losing missed calls and incoming calls that were not easy to find before. We believe that even after a successful meeting, it is important to decide whether further action is needed on the deal and whether the activity needs to be planned or if the meeting can be completed.
Changed the timeline: added sorting of events by date and system messages that set information about the event in the entity.
New Proactive CRM
Things To Do
It has also been made easier to work with activities. You could schedule a call or a meeting, but previously you could not schedule sending a contract because there was no such activity. Now you can schedule any customer related activity in the entity form.