Enhance Your Export Operations with Sales Automation CRM for Export

How to create outlook signature

central hub crm brings quick and easy to deploy solutions to your business right out of the box with high degrees of scalability and flexibility the product line was introduced in 2012 with 150 000 global users in over 17 countries crm sales automation provides a singular engine to process leads and opportunities from inception to revenue adaptable for any sales department from single ownership models to teams for distributed roles leads and opportunities management leads created through marketing campaigns can be converted into opportunities using assignment rules based on workload skill set location team and other parameters each opportunity can be taken through a life cycle of customizable sales stages including inquiry evaluation quotation negotiation and order thus creating intelligent pipeline management know the odds with set probability percentages of success and improve the sales forecast by adhering to preset sops with escalation rules collect organize and attach documents and checklists build multiple quotes across opportunities these quotes can be customized to suit the parameters of your business set expert dates limiting any potential liabilities quotes and discounts can be internally verified and approved then automatically sent to prospects the crm workflow will follow up with prospects on their feedback and update the stage to execute the next steps raise sales orders directly within the crm once customers approve quotes additionally manage invoicing receipts product and services delivery seamlessly using the crm email invoices with payment gateway links to accept payments via credit card online and allow customers to auto generate their own receipts as well timeline controls monitor engagement activities between the user and the lead or opportunity to ensure that they mature through the cold warm and hot cycles get alerted to leads without activities or follow-up ensuring that no lead falls off the radar nurture leads with open and closed activities view status due date description person responsible for follow-ups phone call email and next steps build workflows to automate business processes including sending email and sms messages creating tasks updating records and more configure approval conditions and track turnaround times with escalations to ensure timely approvals are received build customized surveys across processes and capture customer feedback tools such as notes generated and documents and attachments stored ensure that users have a comprehensive view of information related to the lead integrated email tools work with a variety of email services communicate and view the thread of correspondence via email in the crm mail and sms broadcast tools allow users to build templates and broadcast messages as one-offs or through drip campaigns target all or a pre-filtered list of leads accounts and contacts within the system your quotes orders and invoices and receipts can be designed into pdfs and print layouts using the powerful and easy to use template designer that further personalizes your branding into the crm through communications with your prospects and customers get 360 degree visibility on leads accounts contacts products services and opportunities define targets by sales personnel and monitor their performance in real time track their progress and generate reports across sales periods such as monthly quarterly biannually and annually to monitor information across departments regions products teams and more manage opportunities across territories and track responsibilities of sales central hub crm allows you to use standard built-in reports and create custom reports create a centralized dashboard to view all your favorite analytics integrate any modules like invoice and receipt to standard accounting or erp systems using a mapper eliminating duplication of data entry and eradicating user input errors restful apis allow the crm to further integrate with various legacy or third-party systems connect tasks calendars contacts and emails in google suite and more gps integration is available with google maps for location tracking reduce storage costs with cloud drive connectivity linking your google drive or microsoft onedrive account expand into e-commerce with frameworks like shopify and magento plug-ins cti integrations with cloud telephony solutions like nolarity ameo twilio ringcentral and more ready integration with erp and accounting systems like quickbooks focus myob xero tally and autocount centrahub crm through zapier integrates with over 1500 plus industry standard integration-ready applications mailing solutions like mailchimp and sendgrid are also readily integrated so what are you waiting for contact your central hub crm partner to get in touch with a product specialist or visit centralhubcrm.com to compare our versions and try one that is best suited for your business needs now get a free demo at centralhubcrm.com all-in-one crm for any growing business you