Business
CRM
Partners, leads and deal pipelines in one system
CRM for sales teams: partner and contact records, lead qualification, multiple deal pipelines, activities and a timeline of the work with every customer.
Built for: Sales and partner teams: sales managers and heads of sales.
Value
A manager sees the day's work and a customer's timeline in one profile, while the head of sales sees the state of the whole team's pipelines and activities.
How it works
Work in CRM runs from lead to deal. An enquiry is taken into work and qualified, then the lead is either disqualified or converted into a deal in the chosen pipeline. There can be several pipelines, for example for different sales lines, each with its own stages.
Every day a manager opens their workspace, which gathers overdue and today's activities and the deals whose closing date is near. Before talking to a customer it is enough to open their profile with the timeline of leads, deals and activities, while the head of sales sees the team's overall sales dashboard.
Implemented capabilities
- 01
Partners and contacts
Companies with their legal details, their contacts, a primary contact, and moving a contact to another partner.
- 02
Leads
Start working a lead, qualify or disqualify it, and convert it into a deal.
- 03
Deals and pipelines
Multiple pipelines with their own stages, won and lost deals, amounts in different currencies.
- 04
Activities
Planned customer activities and their completion.
- 05
Customer 360 profile
A partner timeline: leads, deals and activities in one feed.
- 06
Manager's daily workspace
Overdue and today's activities, upcoming work and deals close to their closing date.
- 07
Sales dashboard
Leads and deals by status, activity status, open and weighted deal totals, a filter by owner.
Roadmap
- A fuller customer timeline: communications and documents
Target use cases
The use cases this product is being built for. They do not mean every capability described is already available.
A new lead
An enquiry is qualified and converted into a deal in the sales pipeline.
A manager's day
The daily workspace shows the activities that need doing.
Preparing for a meeting
Before a call the manager opens the customer profile with its timeline.
Status · In development
The product is in development. Implemented capabilities are listed above; timing and access are discussed in a consultation.
Questions and answers
Does CRM work with telephony, messengers or email?
No. There are no such integrations today, so calls and correspondence are not recorded in CRM.
How does CRM relate to Sales Agent?
They are separate products. CRM keeps customer and deal records, while Sales Agent helps a manager with qualification and next steps; there is no confirmed integration between them.
How do I get access to CRM?
CRM is in development, with no self-service sign-up. In a demo we show leads, deal pipelines and the customer profile, and discuss a pilot.
Demonstration
See VectorFlow in action
Request a demonstration to explore the platform and TMS.
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Phone: +380 95 504 94 02