A visual representation of your real-life business workflows allows you to easily assess the status of key tasks, identify bottlenecks, track progress, and communicate with team members.
Your key CRM workflows mapped via Kanban processess: Sales Cycle Management, Customer Onboarding, Event Planning, and Renewal Management.
Automated allocation of tasks and deadlines for marketing campaigns, sales meetings, follow-up items, and priorities will greatly enhance the overall efficiency of your business.
Reduced time spent on routine scheduling of tasks allows employees to spend more time on higher value activities which in turn, will improve the overall ability to get, keep, and grow customers.
There's just no room for error when it comes to people's pay. Earned commissions need to be accurate and timely. Because if they aren't... your team is definitely going to hear about it and it's going to take many hours to rectify to the satisfaction of the sales team.
Automated commissions accounting, combined with secure rep access and verification can be a massive time saver.
A good sales forecast is one that you can trust. Your sales forecast needs to accurately reflect every stage of your sale process because chances are that your business planning is a little bit different than everyone else.
That's how our CRM is different. We will map your forecast precisely to your unique sales process ensuring accurate, trusted information that reflects your reality.
Why do you need to leave your application to collect digital signatures for important documents? You don't!
With Optimum, you can share necessary documents and collect digital signatures without having to log in and out of multiple applications. It's practical, and it saves time.