Sales

Sales

The flexibility of Business Navigator is also appreciated in sales departments. What gives the biggest advantage over classic CRM is the possibility of perfect adjusting of the forms and precise control of the circulation of each document in the sales process.
Popular elements:

Traders

Assortment

Price lists and promotions

Contractors

Marketing campaigns

Contacts

Sales opportunities

Notes

E-mails

Calendars

Offers

Agreements

Orders

Invoices

Payment tracking

Complaints

Projects and tasks

Budgets

Reports

Notifications

Key functionalities in this area:

Automatic generation of offers, contracts in PDF or Word based on data from the form

Register of the full history of contacts with the client (meetings, offers, e-mails)

Reminding traders about important issues regarding opportunities and clients (appointment, debt collection etc.)

Analyzing the activity of traders and sales opportunities using dashboards

Automatic building of the sales budget based on the opportunity register

Issuance of recurring invoices along with automatic shipment

Payment monitoring by traders

The most often created applications in this area:

CRM

Comprehensive application supporting sales and marketing processes

Customer portal

B2B system for cooperation with clients

Read more about RAD
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