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CRM and customer acquisition
We implement the Navireo CRM module – contact history, email linked to customers, calendar and tasks – and build our own system for sales reps to capture and manage leads, which runs in the browser, including on phones.
Sales reps often keep contacts in notebooks, phones and spreadsheets, and only the order reaches the system. Customer knowledge stays with individual people, and the sales manager can’t see what’s happening in the pipeline.
With our solution, a rep records the lead, the visit and the agreements on the spot. When a lead becomes a customer, the customer record is created in Navireo without retyping, and quotes and orders go where sales and the warehouse handle them. Sales history, prices and receivables are visible in the CRM in real time.
Often combined with
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