Sales

Sales
The flexibility of Business Navigator is also appreciated in sales departments. What gives the biggest advantage over classic CRM is the possibility of perfect adjusting of the forms and precise control of the circulation of each document in the sales process.
Popular elements:
Key functionalities in this area:
Automatic generation of offers, contracts in PDF or Word based on data from the form
Register of the full history of contacts with the client (meetings, offers, e-mails)
Reminding traders about important issues regarding opportunities and clients (appointment, debt collection etc.)
Analyzing the activity of traders and sales opportunities using dashboards
Automatic building of the sales budget based on the opportunity register
Issuance of recurring invoices along with automatic shipment
Payment monitoring by traders