CRM and Sales


CRM can be defined as any method, practice, technology, or strategy designed to help businesses improve their prospects and customer relationships. In today’s business world, CRM refers to the systematically defined tools, usually a web application or software, that allow organizations to focus their attention on individual customers and associatesbe they buyers, suppliers, service users, or anyone else the organization does business with.

So much so the importance of maintaining and perfecting customer relationships, one might assume that these tools have been a mainstay of business for as long as the business relationship concept has existed, but the reality is that CRM is a relatively new growth function.

Business Need and Benefits of CRM

CRM is a technology for managing all your company’s relationships and interactions with the existing and potential customers. The goal is simple: Improve business relationships. A CRM system helps businesses stay focussed and engage with customers, streamline processesand improve profitability.When people talk about CRM, they are usually referring to a CRM system, an organised business tool that helps with contact management, sales management, productivity and more.A CRM solution helps you focus on your organization’s relationships with individual people including customers, service users, colleaguesor suppliersthroughout your lifecycle with them, including finding new customers, winning their business and providing support and additional services throughout the relationship.

A CRM system gives everyone from sales, customer service, business development, recruiting, marketing or any other line of business a better way to manage the external interactions and relationships that drive success. A CRM tool lets you store customer and prospect contact information, identify sales opportunities, record service issuesand manage marketing campaigns, all in one central location and make information about every customer interaction available to anyone at your company who might need it.With visibility and easy access to data, it's easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought, when they last purchased, what they paidand so much more. CRM can help companies of all sizes drive business growth and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.

A CRM system can give you a clear overview of your customers. You can see everything in one place on a simple, customizable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.You can even choose to include information from their public social media activity, their likes and dislikes, what they are saying and sharing about you or your competitors. Marketers can use a CRM solution to better understand the pipeline of sales or prospects coming in, making forecasting simpler and more accurate. You’ll have clear visibility of every opportunity or lead, showing you a clear path from inquiries to sales. Some of the biggest gains in productivity can come from moving beyond CRM as a sales and marketing tool and embedding it in your business from HR to customer services and supply-chain management.

Why Our CRM?

Pinnacle Seven offers the best in market CRM tools and technologies to help businesses stay competitive and in control of their business association with their entire ecosystem.

  • One interface to manage all business relationships
  • Efficient strategy to manage leads
  • Easy to prioritize and organize workflows
  • Improved analytical data and reporting
  • Reduced operational costs
  • Increased customer satisfaction
  • Better client retention
  • Provides marketing campaign and loyalty programmes

Features of Our CRM

1. Lead Management

  • Automatic Lead Capture
  • Assign and Qualify Leads
  • Automated Lead Scoring
  • Lead Nurturing
  • Routing Lead to Sales
  • Manage Sales Pipeline

2. Sales Order and Quotation Management

  • Sales Opportunity Forecasts
  • Sales Dashboards
  • Quote and Order Management
  • Invoicing
  • Real time insight, Reporting and Analytics
  • Multi currency price list

3. Opportunity Handling

  • Opportunity Tracking
  • Mails, meetings and calls with clients
  • Proposal Development/ Price Quotation
  • Negotiations/ Reviews
  • Close order process

4. Customer Help desk Management

  • Customer service and support
  • Web forms and survey reports
  • Complaints or returns
  • Customer loyalty
  • Ticket Management and Automation
  • Individual and Mass Marketing Emails

5.Built-in Calendar and Dialler

When moments are money, your CRM calendar is vital for your planning. Our CRM connects all your calendars to one system, so you are ready when your customers want to connect, meet and conclude. Plan your appointments, schedule your demos with prospects, calls with customers, training sessions and just about anything prospect / client related using the built- in calendar.

You can also use the group calendar to check your colleagues' availability before scheduling calls or meetings. Sync with Google Calendar for a better overview of your plan and schedules. Direct calling from the calendar makes hunting for a prospect's phone number a thing of the past. This amazing feature is a great enabler for quick connections and for maintaining a log of your calls within the system.

6. Mobile CRM

With the Mobile CRM app, track and take your sales activities wherever you go. An intuitive and easy to use interface, which follows the human logical chain of thought processes. It is a great productivity tool for the sales and support teams in the office or on the move. A complete online sync with the base data. It even works fine with no internet connection so that you are always in the loop. It is a strong application with a secure way of connecting to your data with approved user controls. With this app, indeed you will literally be going places.