CloudOffix Sales Cloud - Best Cloud CRM

Vom Verkaufspotential zur Rechnungsstellung. Verwalten Sie Ihren gesamten Vertriebsprozess mit der CloudOffix Sales Cloud.

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Data Entry and Cloud Sales Process in 6 Easy Steps

Es ist sehr einfach und geradlinig Ihren gesamten Vertriebsprozess vom Lead bis hin zur Rechnungsstellung in CloudOffix zu verwalten. Im Folgenden sehen Sie den einfachen Vertriebsworkflow.

  1. 1
    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 .

  2. 2
    Verkaufspotential Management

    Sie können Leads schnell in Verkaufschancen umwandeln und Stufen von Verkaufschancen effizient verwalten.

  3. 3
    Activity Management

    Sie können Interessenten nachfassen und Besprechungen planen. Verwalten Sie all Ihre Aktivitäten in einem freigegebenen Kalender. 

  4. 4
    Quotation Management

    Führen Sie Ihre Verkaufspotentiale durch die einzelnen Phasen und erstellen Sie aussagefähige Angebote für Ihre potenziellen Kunden.

  5. 5
    Order Management

    Wenn Ihr Interessent eine Bestellung aufgibt, können Sie sehr einfach das Angebot in eine Bestellung umwandeln.

  6. 6
    Subscription Management

    Manage your customer subscription lifecycle completely from quotations to getting paid, upselling, cross selling and reporting.


Whether you are an Enterprise or small business, create quality leads with detailed customer information to make sales closure easier. In CloudOffix Cloud CRM 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 CRM system. This will help you a lot on converting all these quality leads to great opportunities in your sales organization.


Cloud CRM - Lead Management

Verkaufspotential 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.


Cloud CRM - Opportunity Management


Following up an opportunity is a crucial step for salespeople in Cloud based CRM Solutions. In order to ease the work of salespeople, CRM 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.


Cloud CRM - Activity Management


When everything goes fine in the sales process, a proposal  needs to be created for your potential customer in your Cloud CRM 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. 


Cloud CRM - Quotation 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.


Cloud CRM - Order 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.

Cloud CRM - Inventory Management


Reporting is the most crucial point in analyzing your business and user experience in a Cloud CRM 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 AutomationCustomer Satisfaction and Customer Service tools in CloudOffix platform.


Cloud CRM - Reporting and Dashboard

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,, etc.


Cloud CRM -Subscription Management
Sales Cloud ersetzt verschiedene Cloud-CRM-Lösungen auf dem Markt, wie z.B.;
  • Salesforce

  • Zoho CRM

  • MS Dynamics CRM

  • SugarCRM

  • VTiger CRM

  • Suite CRM


  • Slack

  • Wix

Sales Cloud Enthält verschiedene Funktionen, die Sie von einem Cloud-CRM erwarten, wie z.B.;
  • Kontakt- und Aktivitätenmanagement

  • Leadmanagement

  • Verkaufspotential Management

  • Angebotsmanagement

  • Auftragsmanagement

  • Lagerverwaltung


  • Social Collaboration

  • Website Builder

Möchten Sie CloudOffix testen? Dann sind Sie hier genau richtig!