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Building a standardized sales process based on your most effective sales strategies provides your company with a consistent roadmap to success. From lead creation to deal closure and everything in between, Getyn CRM can capture your organization's sales process and make sure everyone in your team follows the right process, even when you're not looking.
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Your organization might have several different sales processes in place—like deal closure, lead follow-up, order management, or your discount process. With Blueprints, you can capture every stage of these offline sales processes inside your CRM, and execute them in a systematic manner.
You generate a lot of leads from various sources—social media, surveys, website visits, walk-ins, and trade shows. But, how many of them are likely to make a sale? Getyn CRM's lead scoring system allows you to separate the buyers from the window shoppers by assigning a score to each of their interactions with your organization. All it takes is a glance at the list of scores to get an idea of your leads' buying intentions.
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There are several instances in your business where your sales team needs approval from their senior managers—for example, pricing discount requests, contract review requests, capital expense approvals, vacation time approvals, and document approvals. Getyn CRM offers a dedicated approval management system running behind the scenes to standardize approval processes and save time by creating a dependable, repeatable system.
Your leads can often come from various sources—trade shows, adwords, websites, seminars, and marketing campaigns. Getyn CRM helps you filter through your leads based on various criteria like lead score, location, and source, and assign them to the right sales rep so they don't fall through the cracks.
If cases aren't being solved quickly, Getyn CRM automatically escalates the overdue cases to the relevant manager or sales rep. You can configure a simple set of rules based on various criteria like priority, case name, or the time at which it was created to govern these actions and manage cases more efficiently.
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The impact of your sales team depends on the quality of information they get from your CRM. Inaccurate or missing information can hurt a sales rep's chances of closing a deal. Getyn CRM helps your organization define a review process where a user or team of your choice can vet incoming information before approving or rejecting it. They can add comments as well as state reasons for rejection to ensure your sales team has access to information of the highest quality.
Sales data is the lifeblood of any CRM system and incomplete and inaccurate data is a common problem in most organizations. Validation rules ensure that the data entered by your sales reps meets the standards you specify—for example, you can make sure that every lead entered into your CRM has a mobile number before the sales rep can save the record.
Simplify the process of lead generation by fetching lead data directly from incoming sales enquiry emails.
Getyn CRM allows you to run a separate sales process with its own fields, records, views, workflows, reports, and dashboards. This way, multiple departments in your organization can make use of the software without the need for multiple CRM accounts.
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UsersGetyn CRM Software is a comprehensive customer relationship management platform designed to help businesses manage interactions with their customers, streamline processes, and improve customer satisfaction.
Yes, Getyn CRM Software is designed to accommodate businesses of varying sizes, from small startups to large enterprises, offering scalable solutions tailored to meet different needs.
Getyn CRM Software provides features such as contact management, sales pipeline tracking, lead nurturing, task and activity management, customer communication history, and reporting analytics.
Absolutely, Getyn CRM Software offers customization options that allow you to tailor the system to align with your specific workflows, terminology, and business requirements.
Yes, Getyn CRM Software offers integrations with popular tools such as email clients, marketing automation platforms, and productivity software, enabling seamless data flow between applications.
Getyn CRM Software offers lead scoring, opportunity tracking, sales forecasting, and collaboration tools, empowering your sales team to effectively manage leads and close deals.
Certainly, the software provides features for tracking customer interactions, managing support tickets, and maintaining a knowledge base, enhancing your ability to provide exceptional customer service.
Yes, Getyn CRM Software takes data security seriously. It employs encryption, access controls, and regular security updates to ensure the safety of your sensitive business and customer data.
Yes, Getyn CRM Software typically offers mobile apps or responsive interfaces, allowing you to access critical customer information, update records, and manage tasks from your mobile devices.
Getyn CRM Software offers customer support through various channels, including email, phone, and online chat. They may also provide documentation, tutorials, and training resources to help users make the most of the software's capabilities.
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