Sales

Your salespeople benefit from online or offline access to all the information they require concerning their customers and their products. Whether they are in the office, on the road or at home, your sales staff are active.

By handling sales opportunities as well as the tasks, the sales team input new data directly and any call can become an opportunity for business. The result is increased efficiency and an increased turnover.

A 360° overview of your customers

In no time at all you can find and manage every activity and document related to a particular customer. Your teams can quickly enter any new information via telephone without having to write it down and return to the office. Thanks to telephone integration and Outlook Add-in, telephone calls are quicker and e-mails are immediate. A customer on the phone? At a glance, Efficy CRM shows you the current projects, the deals you are able to offer or even the last conversations you had with them.

Opportunity Management

Managing the entire sales process becomes a lot simpler: leads are transformed into opportunities and arrive automatically at the right salesperson. You can also automate the different stages of the selling process. Your teams have access to the products catalogue and with the use of templates they can make their bids in record time.

Performance Indicators (KPI) [1]

You want to give your business a boost? Make use of Efficy’s performance indicators and motivate your teams to continuously improve. Do you want to reward the best performers? Apply bonus policies related to performance indicators (KPI) and create incentives for excellence and the achievement of goals for everyone in your company.

Reports

You have a sales meeting in 5 minutes? Reports are available in standard mode giving you the status of possible opportunities and the sales made in a single click! Make use of what Efficy has to offer by keeping track of your turnover and improving the daily monitoring of your teams and your business in general.

[1] Key Performance Indicator

Our other modules

Projects

  Support

 Document Management

 Marketing