Manage your CRM sales funnel in Onboarding forms with ease

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[Music] launching panels CRM module for B2B SAS companies you must be asking do we need a B2B SAS CRM there are thousands in the market already and there's the answer in the past 11 years the number of the firms provided CRM has grown exponentially each claim to be better with more features CMOS and ctOS need a clear CRM choice that precisely solves their problem the ones in the market are either overly complicated require intensive training or a too restrictive and don't match business needs that's why Ruth decided to create a B2B SAS CRM on pronoun the stripped down complexity and provide a core set of simple and easy tools to manage sales funnels streamline customer onboarding provide an omnichannel customer complaints module enables structures and personalized customer engagement based on voice of the customer and research we identified three fundamental needs emerging B2B crms no code personalization and omnichannel communication all while allowing Marketing sales and customer service to collaborate seamlessly once you sign in go to templates and activate your B2B SAS CRM template Next Step add in the teams members from marketing customer service and sales it's simple easy opening it up you will find seven boards we split this into four workboards sales funnel onboarding customer complaint and customer engagement two boards contacts and organization these act as a background data storage they will keep capturing data in the background you can ignore them if you want and finally a task board for all odds and ends let's examine what the four workboards and task boards do or your leads from web forms email WhatsApp and manual entries are processing the sales funnel the marketing team can integrate the forms from your website into the pipeline sales team members can then work on leads per your sop managers can access the data through grid view or export it into Excel to monitor funnel or team member performance [Music] use the overview dashboard to keep tabs on overall lead funnel Health once the lead converts move it to the onboarding board which is the domain of the customer success team you can access drive or notes to store updated collaterals to share with clients and internal teams user data from this one to analyze the performance and time taken to analyze different customers the customer complaints boards handle client initiated conversations be their complaints or help requests keeping to our commitment to omnichannel conversations you can even communicate with clients through WhatsApp and email the force workboard is the customer engagement for customers slice and dice your customer data to determine the frequency of courtesy calls upload tasks for the team to complete at your desired conditions use the opportunity to cross-sale products the task board is a catch-all board for odd jobs you can use it to track tasks that do not fit into any of the above workboards say for example during a call a client contact says that they are leaving and want to schedule a call to introduce their replacement just create a separate task associated with your contacts on the board you can do much more including Data Mining automating and Integrations for more information refer to the how to use Premier Wiki documentation that's it you have your no code omnichannelpersonalized CRM for B2B SAS Grinnell makes it simpler and easier give us a call today to see a demo