CRM
Monitoring of the complete communication process with customers – from inquiries to orders.
No more forgotten inquiries and lost information.
Toscana CRM helps you increase your sales and make it more efficient.
How often has it happened to you
that you are missing important information about a customer because some employees are on vacation or
have left the company in the meantime? This is why it is crucial to have software that will archive all
information in one place. Toscana CRM module helps to solve such problems and improve your sales.
Send inquiry
A centralized list of inquiries
All inquiries you receive, whether via email, phone, or online store,
end up in centralized inquiries and orders. Through that list, you have a clear overview of all
inquiries, and it is almost impossible to forget some as you can always see their status,
whether the client got a response or not, and in what phase it is.
Forgotten inquiries remain
one of the main reasons for lost sales. In today’s market, every client is important;
therefore,
such a tool can immensely help improve customer service and increase sales. Inquiries
that come
via email are quickly forwarded to the system, and there is no need to retype them, while phone
inquiries are entered manually using a simple form. All webshop and website-generated inquiries
end up in Toscana automatically. On the centralized list, besides status, you can also see other
necessary information related to the inquiry (company name, email address, name of the person
who sent the inquiry, important notes, inquiry description, and responsible person).
Monitoring of all CRM activities
Due to the increasing competition in the market, you need to make a great effort to increase
sales. How can you know how many calls have your sales employees made or how many emails to
potential customers have they sent? In Toscana, all CRM activities are automatically recorded,
so in the end, you get very precise statistics that you can later use to improve your sales.
Sales staff records every communication with a client, and the data is archived in the
customer
ticket. When you open that ticket, you have an overview of all previous contacts with the
customer, so any new employee who takes over that client will have all information related
to
that client and know exactly what was agreed upon. This functionality prevents the loss
of
important information and helps improve customer relationships while decreasing unnecessary
internal communication between sales personnel.
Integrated calendar
Another important functionality in the CRM module is an integrated calendar where you can put
all important terms and set up a reminder so you do not forget any term. The calendar clearly
shows what meetings you have scheduled and with which company, together with the description and
all vital information related to that meeting.
Changes in the term can be easily made using the
drag and drop function, and it is possible to have a group calendar where you can see the
occupancy, e.g., occupancy of the meeting room.
