Banking
Banking and finance
Banks and finance companies use CRM for sales people and WFA for surveyors who submit reports from the field.
Sales1CRM
Customer relationship management, without the clutter
Create leads, process deals, send quotations and keep every customer conversation in one place. Sales1CRM is the module for B2B teams, banks, property developers and any company with a sales process longer than one phone call.
Sales1CRM: key features
With Sales1 we focus on helping you build relationships with your customers, which leads to more sales and a more efficient organisation. Here is how the CRM module does that.
Account management
- Create accounts and maintain relationships with every customer
- Log daily activities such as tasks, meetings and calls from inside the CRM
- Get a 360-degree view of a customer on one page
- Start discussions and collaborate with internal teams
- Build a knowledge base so the team learns from every deal
Deal flow
- Create and nurture cold prospects
- Create, maintain and process deals through custom stages
- Integrate with product and inventory data for deeper analysis
- Automated reminders so no follow-up is forgotten
- Store contracts and other documents inside the deal
Quoting
- Create, print and send quotations from inside the CRM
- See who has opened the quotations you sent
- Customise the layout of your quotations
- Apply tax and discount rules according to company policy
- Integrate with your ERP
KPI tracking
- Set KPIs for each user
- Personalised notifications and reminders based on performance
Users and hierarchy
- Create and manage users
- Unlimited hierarchy that mirrors your organisation structure
- Track the location of field users
- Let teams check in and report from anywhere
Analytics
- Dashboards to analyse the performance of the whole organisation
- Top-down and bottom-up views
- Custom reports on demand
A closer look
Mobile app
Manage your customers on the go, anywhere, any time. Android app plus a responsive web app for every other device.
Dashboard
A quick update on customers, leads, opportunities and tasks from a single page.
Deal flow
Manage deals visually with a nestable board that groups them by stage.
Approvals
Get approvals and signatures on the go. Stop waiting, start selling.
Activities
Plan daily, weekly and monthly activities and sync them with Outlook or Google Calendar.
Sales1CRM in numbers
Did you know that 65% of sales people hit their quota when they use a mobile CRM?
35%average increase in profit reported by customers
ISO 27001certified data centre (ISO 9001, 27001, 27017)
4G / 3G / 2G / no Gno signal, no problem: the app works offline
$3Mdaily gross merchandise value transacted inside the CRM
10 → 1,000users: we know how to scale with you
1 daytypical time to go live for a standard setup
Sales1 across industries
One platform, configured per industry. Most customers combine two of the modules below.
Distribution
FMCG, medical and others
Distributors use the SFA module. We have served consumer goods, pharmaceutical and chemical distributors.
Property
Developers and agents
CRM for property developers and real-estate agents: keep tabs on every prospect and update them from anywhere.
Logistics
For drivers
Logistics and supply-chain companies equip drivers with GPS tracking and let customers sign on the phone to confirm delivery.
Technical
Technicians
ISPs, service centres and contractors use WFA so field teams can report from anywhere with accurate information.
Government
Smart government
WFA as part of a smart-city solution: public servants report quickly on whatever is at hand.
B2B
Any B2B business
Selling to other companies? You need a CRM to keep track of which prospect to push to close the deal.
Health
Principal pharmaceutical
WFA for pharmaceutical principals: equip medical representatives with the system when meeting doctors.
Simple, yet robust
Sales1 was created to make complicated situations easy. See it on your own data.