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Sigma CRM - Customer Relationship Management is the perfect environment in which to automate your sales process.
Naturally Customer relationships are enhanced and maintained outside of the
sales process, which is why Sigma CRM makes it easy to automate your customer
care and objection management systems.
Sigma's Customer Relationship Management role starts from the prospecting stages where you are able to easily enter your prospects via the standard form. Alternatively you
can route leads into the CRM from predefined sources such as the forms on your
web page or email surveys via the API.
All communications from this point can be logged against your leads to create
individual snap shots for all your relationships, available for reference at any
point in the sales cycle. Aside from increasing the accuracy of sales
forecasting, this assists with reselling and cross selling. You can then track
probability to see how your forecasts compare with real outcomes to constantly
review your performance. Give your sales process the data it needs to grow
alongside your customers.
One of the many advantages to using Sigma's Customer Relationship Management is the integration with Sigma
Order Management which allows the sales force to produce accurate quotes that
don’t conflict with your ability to deliver, based on both time and availability
of product or service. Once a customer sends back their order confirmation the
order is then put into production where it is scheduled for an appropriate time
for fulfilment. This may include the automatic assignment of available personal
who’s skill sets match the required order.
Add leads when receiving incoming calls or simply bulk upload your leads and contacts in .csv format. Capture leads from your website or target current clients with additional offers.
The sales process of your team is one of the most important assets to any sales strategy. Sales managers need to constantly adapt to shifts in customer attitudes and perspective in order to create effective sales methodologies. The most efficient way to implement and monitor these methodologies as they evolve is through an automated sales process.
Leads can be assigned automatically within the customer relationship management system per sales team or individual. Their assignment can be based on predefined characteristics such as role, skill set or territory.
Assess sales operations to provide team leaders with real time perspective into the development of opportunities. The accuracy of sales forecasting is measured over time in order to make necessary adjustments for more accurate long term forecasts.
Probability assessments are all tracked and mapped for comparison with real outcomes. Give sales managers the data they need to produce more accurate long term reports and give the front end sales force maximum visibility into their current progress. Time is of the essence with any sale and this allows your sales force to keep their finger to the pulse of their best leads.
Ensure attentive and accurate customer service is received by all your clients through the use of detailed customer threads that retain every communication and transaction in the relationship. This kind of service can also be automated via the customer relationship management, with your best strategies for objection management and customer retention implemented business wide at the click of a button.
The best way to create incentive amongst your sales force is to provide them with real time data on their target progression and live Commission reporting.
Generating quotes within the same system saves time and reduces the margin of error; delivering faster and more reliable order fulfilment to your clients.
Integration with the order management system changes the function of the Customer Relationship Management from solely customer relationship based, to giving the sales force the ability to attain secure order signoff from the relevant authority and initiating the order process themselves.
Create teams of sales staff to cover specific regions or fulfil different roles as a team.
The Sigma Suite business application uses a centralised database shared by the Sigma CRM
, Sigma OM, Sigma FT, Sigma MIS and Sigma EC.
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