Organizations
Leads, customers, business partners
- Central management
- Role and authorization concept
- Creation, modification, deactivation, auto-completion
- Duplicate check
- Linking with persons, activities, documents, opportunities, sales, projects
- Key data
- Differentiation by contact types
- Assignment of a responsible person
- freely definable profile properties (e.g. for lead qualification)
- remarks
- Linking with network folders
- Deposit of price lists
- view of (filterable) customer history
- Bidirectional mapping of relationships and structures with organizations and persons
- Assignment of competitors
- Map visualization through Google Maps integration
- Generation of a (pdf) print report for the organization with activity overview
- Assignment of mail or contact blocks
Persons
Contact
- Central management
- Link to organizations, activities, documents, opportunities, sales, projects
- DSGVO compliant creation, modification, deactivation
- Duplicate check
- Master data
- freely definable profile properties
- Remarks
- Function, position, retired
- Integration of social media accounts
- Bidirectional mapping of relationships with organizations and people
*Editor's note: The name has been changed, the quote is real and from one of our customers. Want to get to know Markus? Get in contact with us now!
Imagine your phone rings and before you even pick it up, you already know who you are talking to and which processes are still open. This way you are perfectly prepared for the conversation and convince the caller with quick, competent information. You then document the content of the conversation and the results in a structured documentation guide for telephone calls, thus expanding the customer's relevant case file with just a few clicks. If open tasks have resulted from the call, you can create a task for them with just one click and delegate them to the relevant colleagues or to a group worklist, if necessary.
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Increase active sales time with intuitive system support and intelligent finding function
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Systematically track all sales opportunities and transactions with resubmission management
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Use contact profiles for a differentiated view of prospects, customers, and business partners
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Create high employee acceptance through simple user interfaces and "one-click-away-usability".
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Implement sophisticated workflows for office and field collaboration
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Control your sales with KPI-based reports, keep track of sales funnels & sales pipelines with dashboards.
Documents
- Complete document management
- Central storage
- Secure document archiving
- Enterprise-wide access
- Link to organizations, people, activities, opportunities, sales, projects
- Full text search also within documents/emails
- Storage of e-mails from MS Outlook via drag & drop
- Document types (freely definable in the admin tool)
- Use of Microsoft Office templates with integration of data variables
- Editing directly from sellify
- Resubmission function
- Owner function
Opportunities/Sales
- Creating opportunities from the main navigation, at the organization, person, activity.
- Linking to organizations, persons, activities, documents, projects
- Opportunity title
- Opportunity type (freely definable in admin tool)
- Opportunity level with % values (freely definable in admin tool)
- Opportunity status (open, interrupted, won, lost)
- Opportunity owner
- Turnover information / Weighted turnover
- Reasons for status "lost" (freely definable in admin tool)
- Resubmission and reminder function
- Expected or actual closing date
- Source
- Competitor
- Remarks via text editor (e.g. for customer request, offered solution)
- Assignment of stored positions
- Creation of a quotation with quotation items
- Progress information
- Display of opportunities/sales within the sales funnel as report or dashboard
- Evaluation of opportunities and sales for sales planning, forecast, target achievement
Customer oriented communication
- Optional linking of the telephone system for caller identification/call set-up
- Clear display of all relevant information during the call
- Uniform design and use of call guidelines and document templates
- E-mail dispatch and with preconfigured texts and attachments
- Integrated Outlook e-mail archiving with sender recognition
