TOTVS CRM: automation and relationship management

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monira444
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Joined: Sat Dec 28, 2024 4:35 am

TOTVS CRM: automation and relationship management

Post by monira444 »

Digital transformation has highlighted a movement that has been taking place for some time in the global market: technology as the protagonist in companies, generating value directly for the business. In the context of commercial relations, this means promoting more efficient management throughout the sales and after-sales funnel, and this is exactly the focus of TOTVS CRM solutions .

Not being able to track sales indicators and metrics has become impossible and for that, in addition to well-designed processes, of course, it is necessary to have the right technology.

In this article, you will see the importance of monitoring the entire sales and customer relationship process and how TOTVS can help your company in this process. In addition, we will show you its benefits and the main features offered by our systems from the TOTVS CRM family .

The sales funnel and opportunity management
The sales funnel can be understood as a set of stages that a customer goes through from the first contact with the company to the post-sale period. In other words, it is a methodology that should be used so that the manager has control over what is happening. By closely monitoring the sales funnel, he can take timely actions at each step of the journey.

Turning opportunities into concrete sales is the challenge for croatia whatsapp data any company that wants to make good use of customer relationships. In this sense, the sales funnel is often used to structure sales processes. After all, following it from start to finish is essential to have control over prospective results for a given period.

More broadly, sales funnel tracking represents a fundamental pillar of opportunity management. This concept, in turn, refers to the practice of identifying a lead (potential customer) and making smart decisions to increase the chances of converting the sale.

To give you an idea, opportunity management consists of capturing and identifying the interest of the client, who until then was a prospect, establishing contact with him, offering him the necessary information to reduce his doubts and giving all the necessary support throughout the entire interest/purchase process – including after-sales service, avoiding the dreaded churn.

The role of a good Customer Relationship Management ( CRM ) solution is precisely to systematize this set of activities. Without forgetting, of course: there is no technology that works miracles without well-designed and defined processes. This is a premise for the results of the implementation/use of a technological system or platform.

TOTVS CRM Solutions: from demand generation to true customer relationships
TOTVS CRM Sales Force Automation focuses on managing customer portfolios, controlling sales team schedules, visiting routes, meeting and customer service control, and sales order control. A complete SFA to make your sales team more productive.

With TOTVS CRM Sales Force Automation it is possible to:

Manage your client portfolio.
Integrate internal and external teams.
Control of visiting schedules and routes.
Place and manage orders via mobile devices, online or offline.
TOTVS Sales Force Automation has an intuitive and easy-to-use interface, and can be hosted on your company's servers or in the cloud. Not to mention the possibility of integration with ERPs and other applications via API.

TOTVS CRM Customer Management aims to transform the sales experience of companies. The solution boosts lead generation and integrates the entire chain of commercial processes, from demand generation to after-sales.

The system supports the entire lead generation process, providing the technological foundation for the manager and sales team to work focused on measurable goals. The follow-up of these opportunities, in turn, is part of the customer acquisition initiatives and continues through to the post-sale stage.

With TOTVS CRM Customer Management it is possible:

Track your sales pipeline in real time.
Segment prospects and customers.
Conduct targeted marketing campaigns.
Control the entire sales and post-sales funnel and customer interactions.
And yet, it tracks all of this in simple, intuitive dashboards.

TOTVS CRM Customer Management is a 100% cloud-based solution, which allows integration with ERP and other applications through API, and is available for companies of different sizes and segments.
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