A lot of sales people are bogged down trying to keep track of their leads. They need a system to rate their leads and also keep track of their sales. They unfortunately spend a lot of time trying to compile sales reports and there is no central system to seamlessly invoice their customers when they make a sale.
On top of all this, if the product requires installation, there are delays between when the sale is actually made to when the installation is completed because there are manual processes involved.
Meet our two friends, Dave and Steve who seem to be facing this issue. Steve hears that a CRM system can solve their problems and he is right! This is because a Cloud based CRM system provides a central location to manage all sales, leads and customer service cases. Reporting also becomes a breeze as the information is all there in real time – ready to be viewed and exported into any format such as excel or pdf!
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