Template from

Philipp from SeaTable

Philipp from SeaTable

Marketing Manager

Category

Distribution

Functions

  • Filtering
  • Grouping
  • Views
  • Statistics
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CRM: Offer Management

Control your entire bidding process and bring all the details together. Use template Preview

Is your company's turnover growing? Then, as a rule, the number of customers and your associated customer relationship management (CRM) also grows. Customer data should be captured and tracked efficiently and quickly. Everyone in your company, from the sales force to marketing and purchasing to the finance department, should always have an overview of customers, customer appointments, sales and much more. The intuitive benefit should always be in the foreground. If you are looking for a good CRM system, you can quickly end up with expensive software solutions such as Salesforce or SAP-Hybris. But this is where SeaTable comes into play and leaves nothing to be desired.

Simply enter your customer data via web form and let it flow into your SeaTable Base fully automatically. Based on the customer's sales potential, you can assign the customer to the responsible member of your field sales team in no time at all. With the help of the calendar plugin, you and your employees will always have an overview of all upcoming customer appointments. You also want to create a quote in less than 2 minutes? Nothing could be easier. With this template, you can also maintain your product range, which then automatically leads to a quote with just a few clicks. You can print this directly or save it as a PDF document and send it to your customers by mail or e-mail. With the Kanban plugin you have all customers and sales phases in view and know exactly in which phase the customer or your employee is currently. The template is rounded off by a dashboard that shows you the most important figures about the customers and the corresponding sales.

What are you waiting for? Get started today and optimise your CRM. Read more about this in our blog article "CRM: From customer acquisition to the offer".