BSI CRM Sales: Software for field sales, sales management and planning

Sales personnel and customer representatives love the Sales module from BSI CRM, because it is simple and intuitive. Yet there is plenty hidden away beneath the beautiful surface: the digitalization of all your B2B and B2C customer relationships. Smart data! The best thing about it: BSI CRM not only knows the data, but is intelligent and shows you where potential lies – the greatest probabilities for cross- and upselling or new customers. At the same time, it helps you with the planning and management of your sales team and evaluates which activities were the most lucrative.

Digitalization

Do your customers move between offline and online? BSI CRM digitalizes all touchpoints and inserts them in a central application. You receive a 360° view with all customer data, communications, offers, purchases and inquiries including contracts, documents and the onboarding process. This enables the sales department to concentrate on what is essential: looking after existing customers and winning over new ones.

Intelligence

BSI CRM determines specific suggestions from your big data, searches through it for leads, recognizes clusters and identifies potential – customer value, inactive customers, cross- and upselling potential. Leads are automatically assigned the appropriate customer representative and the recommendation engine shows the next best products and next best actions. It can also display the products appropriate for the customer directly in the online shop.

Sales management

Salespeople love BSI CRM’s intuitive user interface, while sales managers appreciate the analyses and reports. Assign leads to your sales teams according to their skills, languages or presences. Define criteria for automatic clustering and customer segmenting; and conduct evaluations: What ROI was achieved from the various marketing actions? Which areas are performing? You find the answers with BSI CRM.

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Mobile

Visting the customer? On the go? With our mobile CRM you have access to the data you need at all times and can sign contracts with customers in the interactive presentation mode.

Process-oriented

Do you want to be sure that nothing is forgotten? That rules and guidelines are adhered to? Define the processes with fixed procedures and work steps. Everywhere in BSI CRM.

Ordered

Do your customers purchase through various sales channels? With BSI CRM for Retail you maintain an overview – and all from a single system.