Cleverativity CRM is a multinational provider of cloud-based CRM applications. It is intended for use in customer support, promotions, and sales. Setting up and managing the Cleverativity CRM does not necessitate any technical experience. Instead, it creates a more intimate partnership between companies and their clients, redefining how they interact with them. Cleverativity CRM provides a single view of each customer relationship.
Cleverativity, unlike any other CRM program, is the best choice for the business. It comes with everything you’ll need to run your company on an automation platform with embedded intelligence. The below are some of the capabilities and advantages of Cleverativity CRM:
Management of Contacts
Cleverativity CRM ensures easy communication management by providing access to customer vital details and relationship history. It provides a complete description of the client, with insights and engagement-boosting tactics. As a result, customers’ social data can be used to interpret their actions better when it comes to any good or service.
Contact management in the cloud allows you to communicate more effectively within your business. To build a knowledge-sharing workplace, share your ideas and relevant papers. You can also monitor the progress of deals by obtaining all contact information.
Management of Opportunities
One of the essential Cleverativity CRM capabilities and advantages to searching for is opportunity management. It allows you to see a history of your customers’ operation. It also portrays the different phases of a negotiation, which aids you in making the next move. You will also see important information about the operation timeline as well as the industry rivals. Furthermore, the pre-made models make emailing clients a breeze.
Management of Quotes
With forecasting and efficiency monitoring, Cleverativity CRM streamlines the sales and business processes. With this CRM program, managing commodity quotes is a breeze. You will easily keep track of the items that are part of your offer, including the average price, size, product code, and quoted price. You may also set the amount and revenue plan, which represents the supply terms and charge. A built-in quoting function is included in the Cleverativity CRM software, which automatically quotes client info. It also generates a PDF of the authorized template and sends it to the customer via email.
With real-time alerts from the Sale, you will learn about the sales mobile application sooner.
Cash to Quote
To make quote management easier, Cleverativity CRM automates three key elements: configure, price, and quote (CPQ). It allows sales agents to choose the best quotes for consumers based on the most recent discounts. As a result, Cleverativity will enable consumers to generate realistic quotations and request proposals more quickly. It also simplifies the process of issuing invoices and receiving money.
Keep an eye on campaign efforts across all platforms.
We run several ads on different platforms to captivate the target demographic, and marketing campaigns are the thick and thin bits of every business operation. Cleverativity CRM analytics automates the execution of various marketing programs from a centralized portal and provides you with real-time insights into their success. Cleverativity tracks every marketing move, from email campaigns to social media campaigns, and tells you whether your email campaigns outperform your Facebook campaigns. It will help you make smarter investment choices and demonstrate how your marketing efforts affect revenue.
Custom Reports and Dynamic Dashboards
Cleverativity Dashboard Components provide a digital description of the company’s market performance. Business dynamics can be identified, amounts can be clarified, and events can be calculated. Create your dashboard in Cleverativity CRM by dragging and dropping icons. In addition, you can check the team’s results right on the dashboard.
With Cleverativity, you can build your personalized sales forecasting report. Users can change fields and display data with filters using a primary drag and drop function. The graphs depict real-time data and provide you with the most up-to-date information.
Sync and Share Files
You can exchange files from any computer at any time with Cleverativity’s document management system. Versioning and commenting ensure internal and external cooperation. Users can quickly drag and drop files and monitor access and permissions. Cleverativity CRM has several filters that make it simple to locate a particular document in a stack. It disseminates the most up-to-date product specifications, price lists, and contract contracts.
Collaboration of Sales
Cleverativity CRM allows you to keep track of the most critical tasks, teams, and topics in a social feed. It aids the team’s collaboration in achieving a collective goal. Cleverativity’s insightful recommendation engine assists in finding the best users, content, and files focused on activities and interests. Users can easily find specialists and get the expertise they need.
It is time to go on.
When it comes to customer relationships, they are perhaps the most valuable aspect of any company. It establishes your brand’s status in the industry, as well as your public profile. CRM software, such as Cleverativity, makes managing customer relationships easy. This cloud-based, intricately crafted technology goes beyond customer experience optimization. Adopt it right now!