Knowing your customers is essential. Find all the information and documents related to a customer in just one click: phone, email, address, sales documents, everything is in your customer database. Increase your chances of success by having all the information you need in one place.
Track the history of your interactions with the customer , write down every call, appointment or email and make summaries to know exactly where you are.
Assign each prospect or customer to the salesperson who will best meet their expectations.Save notes and upload files directly to customer records so you don't lose any information.
Once the customer file has been created, you only need one minute to make a estimate. Once created, you can easily email it or print it.
This estimate can then be personalized using the different models offered. Upload your logo so that it is present on all your documents and insert your conditions of sale.
The accepted estimate turns into an invoice. You will be able to record payments for each invoice and monitor late payments. And if that happens, you can revive the client without wasting time.
As teams grow and the workload increases, it becomes difficult to know what each other's responsibilities are and who is working on what.
Save time by using a project and task management tool. For each of your tasks, enter activities specifying the time you spent there. So you can follow the time spent on each task, and on each project. It is a particularly useful tool for measuring the profitability of projects, charging for time spent for a client and improving their estimates.
Do all this and more with your customer relationship management software
Improve your sales process and optimize your sales force with a Cloud Bridge software that follows you everywhere.
Never miss a business opportunity again. Follow up with prospects easily with Cloud Bridge CRM.
Simplify your invoicing, manage your quotes, get paid online easily and track your payments to increase your turnover.
Achieve your goals by organizing your work as a project. Improve the quality of your customer support and plan your work.
Improve your after-sales service by creating support tickets to meet the needs of your customers.
Track the entire sales process, from lead generation, deals to conversion