Additional information for PHC CRM FX
Streamline customer management? Ramp sales?
A simple to use monitor allows you to track your ‘to-do’ list and “hot” deals. Imagine all the answers delivered at the right moment. Be a frontrunner with the best CRM practices.
Follow up on Opportunities. For each opportunity save each step until you close the deal.
For each opportunity, save its status and probability of success. Keep everyone in the loop.
You can also allow a Status to close an opportunity, which will automatically spare you from doing that task.
The system saves each change of status, so you can have metrics that play out the process for you.
Know who you’re running against on each opportunity.