CRM solution: the cornerstone of your business activity
With Efficy’s CRM solutions you can monitor all your sales opportunities. From the moment a prospect is identified, the CRM solution enables you to determine its needs, build the offer accordingly, define the elements of the project (steps of the sales cycle, identify key stakeholders, build a project team, etc.), and manage the process all the way through to the s signing the deal.
By accessing all past and scheduled interactions linked to the opportunity, the sales representative in charge can get a better understanding of the context and schedule tasks or interactions, such as reminders after sending a quote for example. Some automation features enable users to plan a series of actions based on the status of the opportunity: internal validation, sales administration, reminders, feasibility, etc.