In the perfect world, sales managers know which clients deliver your bottom line and which clients fail to. This sharpens their focus on getting the right clients on board.
Salespeople should be able to quote for new business in the context of past pricing and business performance. And they should know what it costs you to win the business you get.
Account managers should be able to track all ongoing activities on their clients across departments or even across business units. This would help improve client service and internal coordination.
Maconomy CRM: Client profitability via client knowledge
Welcome to the perfect world. Maconomy CRM gives you a complete picture of client performance and history. Getting this overview often requires a vast amount of information to be gathered from different sources. With Maconomy’s CRM module you avoid the time-consuming hunt for information and you can access the information in a single view.
The CRM module also helps you eliminate the risk of budget overruns by allowing your salespeople to create detailed budgets as early as in the sales phase. Estimates and prices can be based on templates, giving your salespeople a tool for calculating a price quote soundly based on experience from similar projects.