- Sales Representatives Management
- Sales Pipeline Management
- Lead Nurturing
- Contact Management
- Reporting and Forecasting
- Outlook and Gmail Integrations
- Connect to 2000+ Apps
- Case Management
- Cross Selling
- Live Dashboards
- Pro-forma Invoicing
- Quote
- Order Processing
- Notes & Notifications
- Supplier Performance Dashboard
- Marketing Automation
Sales Representatives Management
With real-time data visibility, you can dive into individual rep performance, seeing where deals are at in the sales funnel, if reps are on target to meet quota, and if the team is on track to hit revenue goals.
Additionally, the single source of data means every team has easy access to key insights. This helps strengthen alignment between sales, finance, and marketing teams. Everyone has the same snapshot of sales performance, which allows for more collaborative planning. This way, every team is on the same page and striving for the same goals.
Sales Pipeline Management
Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal.
Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel. Color coded icons show you exactly where you are with each of your opportunities at a glance.
Lead Nurturing
Track leads from first contact to ultimate sales. Lead nurturing is designed to do two things: Convert leads and identify areas of improvement for your sales funnel. Both of these are essential since one gives you an actual customer and the other helps you get more customers later.
Xapsys CRM helps you meet both of these objectives for nurturing leads and unlock huge growth potential for your business.
Contact Management
In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name.
Reporting and Forecasting
Access to a range of pre-built reports, as well as the possibility to create your own, will help your teams to forecast future trends and opportunities, plan commercial actions and monitor their results. Available for Sage, as well as any other data source you wish to connect to Xapsys CRM.
Outlook and Gmail Integrations
Continue to run your emails, calendars and tasks through Outlook or Gmail. If they are related to an opportunity in Xapsys CRM, they will be automatically logged in its activity.
Connect to 2000+ Apps
Our Zapier integration allows you to connect to more than 2000 applications, some you might already be using. Choose from over 200 popular email marketing automation like MailChimp, Campaign Monitor or Active Campaign. Easily connect to Intercom or Zendesk for support.
Case Management
Xapsys CRM includes a Case Management system for tracking and resolving customer service issues. It helps your business identify potential bottlenecks and improve the customer satisfaction.
Cross Selling
Create links within CRM to remind sales staff about potential additional sales through up selling or cross selling associated products.
Live Dashboards
Push and pull data from your ERP system to provide real time performance data accessible from wherever you are.
Pro-forma Invoicing
Allow sales staff to raise pro-forma invoices to pre pay customers from within CRM.
Quote
Raise quotes quickly and easily with no screen popping within Xapsys CRM.
Order Processing
Quickly and easily raise orders and convert quotations in Xapsys CRM.
Notes & Notifications
Receive instant customisable push notifications and reminders. Also set notes against people or companies to ensure key customer details aren't missed.
Supplier Performance Dashboard
View live stock data and manage suppliers with automated supplier evaluation and performance KPIs.
Marketing Automation
Automate marketing tasks with Xapsys CRM Mailchimp and Mailerlite integrations.
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