The ready-to-use CRM for small businesses and startups.
Track progress and activities from start to finish.
"We chose efficy CRM for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface."
“Our good impressions have been transformed into certainties with a quick implementation of the project (4 months) carried out by our own IT departments. We are committed to mastering the software solutions we install in-house. The flexibility of administration and control of efficy CRM facilitated the transfer of skills led by efficy’s expert consultants. »
“We were able to interface efficy CRM with our ERP (Movex), our messaging (Lotus Notes) or a workflow tool (Vdoc) as well as a product database without any problem. This accessibility contributes to making efficy CRM the one-stop shop for commercial activity. »
“Our sales representatives are now equipped with a tool that allows them to enter commercial offers with pricing grids specific to each customer, track the versions of their offers and then keep track of orders, invoices and delivery notes processed in our ERP.
Their commercial actions are reported directly in efficy CRM. To facilitate the exchange of information, we integrate emails sent to customers into the efficy CRM application while sales representatives’ appointments are synchronized with the Lotus Notes calendar. In this way, any actor in the commercial chain is able to access the entire customer file, provided of course that he or she has the rights.
efficy CRM allows us to optimize work procedures in the company. In connection with a document server (Streamserve), users can issue any document including data from the CRM database: quotation, invoice, order form…”
“The worldwide deployment of efficy CRM allows us to offer our sales representatives a fully multilingual application: French, English, German, Italian, Spanish, Swedish and Norwegian.
This CRM environment is managed via a central database that we already know will allow us to grow as we evolve our processes.
In this way, we ensure the consistency of the functionalities implemented while offering the user an interface that is as close as possible to his daily life. »
"efficy CRM has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
"efficy CRM reporting is highly appreciated by our employees"
"We needed to go fast, to disrupt our teams as little as possible. efficy was able to accompany us in this transition, with a powerful, intuitive and user-friendly software suite. Having a tool which was rapidly accepted by users greatly contributed to the success of the project."
Whether you are a bank, an association, a large company or an SME, there is an efficy solution for you!