Sales Cloud
End-to-End Sales Process
It is very easy and straightforward to manage your whole sales cycle from leads to invoicing in CloudOffix Sales Cloud CX software. Below is a simple sales workflow.
Lead Management
It is possible to create leads from contact forms, live chats, social media or directly from emails and assign it to related sales teams.
Opportunity Management
Sales reps can quickly convert leads to opportunities and efficiently manage stages of opportunities.
Activity Management
Follow up your prospects and schedule meetings with them. Manage all your activities in a shared calendar.
Quotation Management
Process your opportunities in the related stages and when the time comes for quotation, create nice quotations for your prospects.
Order Management
When your prospect is ready to place an order, you only need to convert quotation to order very easily.
Subscription Management
Manage your customer subscription lifecycle completely from quotations to getting paid, upselling, cross selling and reporting.
Lead Management
Whether you are an Enterprise or small business, create quality leads with detailed customer information to make sales closure easier. In CloudOffix Cloud CX Solution, it is possible to create leads through different channels. Specific emails, website form submissions, live chat sessions or help desk tickets can all be turned into leads.
Leads can be assigned to a specific group or person. You do not miss any lead in CloudOffix CX system. This will help you a lot on converting all these quality leads to great opportunities in your sales organization.
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Opportunity Management
Qualified leads can be directly converted to opportunities. All the history of the lead is also kept on the opportunity. You always know where the specific opportunity comes from.
Person responsible for the lead can follow up the lead or a new responsible can be defined on the opportunity. Kanban view is a perfect place to follow up all opportunities with their stages customized to your sales strategy.
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Activity Management
Following up an opportunity is a crucial step for salespeople in Cloud based CX Solutions. In order to ease the work of salespeople, CX offers activity management and it is a very important feature. Activities such as calls, meetings, notes, assignments can be created manually or automatically with defined actions and deadlines.
All the information about the done and scheduled activities can be directly seen in the opportunity history. In CloudOffix, it is impossible to forget to follow up an opportunity.
Quotation Management
When everything goes fine in the sales process, a proposal needs to be created for your potential customer in your Cloud CX solution. In CloudOffix, it is possible to create quotations directly through opportunity.
Opportunity and quotation are directly integrated, but you can also create quotations without any opportunity. It is possible and very easy to create your quotations from pre-defined templates and send them directly to your clients. It is also possible to add product descriptions, special notes, payment terms and product images on the quotations.
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Order Management
Once your customers place an order, you can easily convert your quotations into orders. Then send these to your customers for apporoval and your order management process begins.
Inventory Management
In CloudOffix, it is also possible to make inventory management for the products you stock. In this way, you can trace all your inventory moves directly in your Cloud Customer Relationship Management Software.
You can define different warehouses with different stock locations. When there is a sale, you can also follow up the warehouse process integrated with the sale. At anytime, you can check your inventory levels and make your future purchases accordingly.
Reporting
Reporting is the most crucial point in analyzing your business and user experience in a Cloud CX solution you use. CloudOffix has the right reporting tools to make you understand every detail in your sales, quotations, invoices or activities in real time.
You can have graphical, listing or pivot reports very easily in CloudOffix. You do not need another BI solution to see all the details. You will have direct access to important information you need for your business process.
CloudOffix Sales Cloud is also integrated with Marketing Automation, Customer Satisfaction and Customer Service tools in CloudOffix platform.
Subscription Management
If you're offering subscriptions to your customers, CloudOffix can walk with you through the entire cycle. Have your products and subscription plans ready with inventory and product management features in CloudOffix. your sales team sends quotation to your customers, which turns to orders and once confirmed, your customer has subscribed to your products.
Manage payments automatically through integrated payment gateways like Stripe, Paypal, PayU, Ingenico, Adyen, Authorize.net, etc.
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Sales Cloud replaces different Cloud CX Solutions in the market, such as;
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Salesforce
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Zoho CRM
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MS Dynamics CRM
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SugarCRM
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VTiger CRM
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Suite CRM
Additionally,
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Slack
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Wix
Sales Cloud Includes various features you expect from a Cloud CX, such as;
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Contact and Activity Management
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Lead Management
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Opportunity Management
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Quotation Management
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Order Management
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Inventory Management
Additionally,
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Social Collaboration
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Website Builder
Have you tried all other Cloud CX tools, but are not satisfied yet?