Gratis testmall för CRM consultants

Do you need a CRM yet?

Checks how customer information is kept, followed up and shared before buying a CRM.

13 frågor · cirka 2 min · English

Vad det mäter

Customer information: Everything you know about each customer lives in one place you can find in seconds.
Follow-up: Every enquiry, quote and promise gets a timely next step, and nothing slips through.
Team sharing: A colleague can pick up any customer and see what was said and promised without asking you.
Pipeline reporting: You know how many deals are open, what they are worth and where they stand at any moment.

Vem gör det

Small business owners and sales teams. Varje deltagare får poäng per område och en rapport skriven för hen; du får e-postadressen, poängen och en kort sammanfattning av vad hen behöver.

Prova. Pipeline Partners är påhittat; testet och rapporten är riktiga.

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