CRM system for salespeople - Sales Automation
Tired of creating summaries of trade talks, preparing quotes or supervising traders? With our CRM program, customer service is effective not only from a computer, but also using a mobile application.
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Sagiton Sales Automation CRM is:
... and much more! See how our solution will improve your sales processes.
CRM for sales representatives and not only!
Our software will allow you to track the entire sales process from a single application! This will make it easier than ever to supervise the work of the sales department. See who we created our CRM with VoIP for:
Companies that want to start a cold-call campaign
The CRM system is integrated with the call recording software and has modules for contact management and prospecting. The prospecting CRM module allows you to easily import prospecting lists via CSV files. Thanks to the outbound CRM function, the implementation of the system will allow you to quickly start a cold call campaign in outreach CRM.
Managers who want to oversee the activities of traders
Sales CRM allows you to automatically save recordings of phone calls and listen to them later. Thanks to the CRM system, you have access to every phone call that your salesperson has had. In addition, they can take advantage of the automatic reporting function.
Traders preparing offers based on conversations
If you implement a CRM system in your company, you can combine it with offer templates, in order to generate them automatically. CRM with bidding will allow you to reduce the time of preparing documents for counterparties up to 10 times!
Sales departments in need of analysis of telephone conversations
Analyze your sales activities to increase their effectiveness! CRM software allows you not only to listen to and analyze the business conversations of your employees, but also to add comments, comments or compare statistics.
Are you looking for a CRM solution for salespeople? Contact us and see how a simple CRM system can improve the efficiency of your work!
Arrange a free demoCRM software functionalities in the Basic plan
Aggregation of information About sales opportunities and their filtering
With a clear form, you can easily add a new lead or prospect to your CRM. All fields are customizable and we can adapt them to the specific requirements of your company. Dynamic filtering helps you aggregate leads in a clear way. You can connect your website to a CRM system to automatically retrieve information about sales opportunities (e.g. from your website, marketing campaigns or databases).
Taking notes about a particular prospectus or lead
Sagiton CRM allows you to add notes about sales opportunities from the desktop as well as in the mobile version. You can also connect our solution to your company messenger to add notes from it or send automatic notifications about incoming notes.
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Creating tasks and calendar view planned commercial activities
For each deal in the database, you can create different types of tasks (e.g. meeting or phone call). In addition, CRM has a calendar module on which all scheduled tasks for a given day, week or month are visible. In order to improve the flow of information, Presales CRM allows integration with the calendars of your salespeople or a tool for organizing tasks (eg ClickUp).
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Communication with other team members
In addition to basic data, notes and current tasks, you can add comments to each opportunity and tag other team members in them. They will then receive automatic notifications, thanks to which communication in the sales department will be greatly simplified. The system is ready to implement integration with the company messenger (e.g. Slack, MS Teams), which also allows you to send automatic notifications outside of CRM.
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Reporting and dashboards for monitoring progress of the sales process
With interactive dashboards and charts, you can easily assess the effectiveness of your sales activities. Here you will find information such as the number of calls made or appointments made. Dashboards are fully customizable and you can tailor them to your business needs. You can also combine Sagiton CRM with other activities to collect data from different sources (e.g. Facebook campaigns) and present it on a single, common dashboard.
You can buy the basic version of our CRM program from 300 EUR!
Contact us and arrange free consultation with our specialist
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Want to learn more about implementing Sagiton CRM for your salespeople?
Watch our video, learn about CRM features and see what the program for sales representatives looks like in practice!
How can you optimize our CRM system? Integrations and automations one can implement in Sagiton CRM:
The following solutions are our suggestions for improving sales processes and making it easier to acquire new customers. We can adapt them to your individual requirements and tools that your company uses!
Sales calls tracking software
Thanks to the integration and implementation of a VoIP virtual PBX, it is possible to make calls directly from the CRM. Such a solution allows not only to significantly speed up the outreach process, but also allows you to save recordings of conversations with potential customers. Analyze calls to draw conclusions and improve the efficiency of your sales process with our call tracker CRM!
Automatic transcription of recordings
In this module, the integration of your phone with VoIP and the use of AI allows you to create automatic call transcripts. This will allow you to analyze the content or effectiveness of the conversation even when you do not have the opportunity to listen to it. You can also send transcripts to the company messenger or save them in the database for later analysis. This solution makes our product great for use as a cold call CRM.
Conversation summaries and customer relationship analysis
Additional modules allow you not only to transcribe conversations, but also to automatically generate summaries and analyzes. In CRM Chat GPT allows salespeople to send an automatically generated email with a summary of the findings to the customer as soon as the call ends. CRM with AI also allows you to automatically analyze the sentiment of a potential customer, which facilitates decision making during the sales process.
Connection to instant messenger (also in mobile version)
Enter automatic notifications sent to your company messenger (such as Slack) so that employees are always up to date with activities without having to log in to CRM. Send recurring reports and automatic conversation summaries. Thanks to this module, it is possible to fully integrate the phone with CRM to support the sales process from the mobile application of your messenger.
Integration with the Facebook Meta Ads campaign
Sagiton CRM can optimize the performance of your Facebook campaign! The system allows you to send feedback on falling sales opportunities to increase the number of leads acquired and drive sales in your company. The CRM system, together with VoIP integration, will automatically inform the campaign about which leads during the conversation showed increased interest in the product or service.
Integration with task management application
Connect CRM with your management tool (e.g. Clickup, Jira) to automatically create tasks and upload data. Thanks to this, any information about the client is at hand, which translates into better communication between traders and satisfaction of potential customers. Our CRM for sales was created precisely in order to increase the efficiency of everyday work and improve business processes.
Integration with your WMS or ERP
CRM for a trading company can be integrated into internal systems for handling orders and returns. Thanks to this, the winning sales opportunity will automatically become an order in the ERP, which will speed up the entire sales process and increase customer satisfaction. Automation allows employees to focus on strategic activities, such as building relationships with customers. In addition, the system allows you to monitor the status of orders and returns on an ongoing basis.
Automatic bidding
Our commercial CRM with bidding allows you to automatically complete documents. Thanks to this, the offer can be generated and sent to the contractor from within the CRM program for merchants. The system will analyze the telephone conversation and, based on it, will automatically complete the offer.
Do you think that our simple CRM system does not solve the problems that your company is facing?
Book a demo and find out what else we can do for you in Sagiton CRM!
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Find out how implementing a CRM system can improve customer relationship management in your company!
