Sales Team Management to assign leads
Pre-defined workflow rules let you assign leads to sales reps based on location, product, or sales team. You can also route leads equally to optimize follow-ups by your sales team.
Sales Team Management for customer information
By tracking all communication with the customers, Second CRM helps sales team to know exactly when customers need to be contacted; for example, for product replacement, contract renewal, or for an upsell to a new product or service.
Sales Team Management for team tracking
Second CRM accurately records the contribution of each sales executive from each sales team in the system. You can instantly make changes to the team roles or shuffle responsibilities for effective sales team management.
Sales Team Management to monitor Sales Pipeline
View the status of your business in real time, on one screen. New leads, hot leads, sales opportunities and team activity. Second CRM helps sales people to easily prepare their weekly or monthly reports for management.
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