Manage sales effectively
Maximize sales opportunities with a structured team and assess its performance in real time.
Control the sales process and standardize methods
Covalent CRM lets you control the sales process and provides effective sales force automation adapted to your management approach. You can, for example, systemize sales practices by :
- Making followup of every opportunity a requirement with a “next step”
- Systematically linking a sales forecast with a sales close date
- Qualifying your leads using a company-specific survey
Manage sales progession in real time
Sales management is transparent with dashboards that provide at-a-glance views of main sales results and activity reports.
- Dashboards can be customized to include information such as sales target achievement rates, sales rep activity rates, sales projections, or other, more advanced queries.
- Dashboards are automated and sent directly by email.
- Dashboards are reliable, allowing you to base your analyses on calculated sales projections.
Equip your sales reps with efficient tool
Integrated with Outlook, Covalent CRM is a daily planning tool for sales reps that is operational, intuitive, and effective.
- It integrates Outlook task, reminder, and calendar functions.
- It provides operational lists highlighting priority actions.
- It offers all users the possibility of assigning it an action when there is an opportunity.