enova365 CRM: contact history, sales pipeline and campaigns in one system
We implement the CRM module in companies where customer conversations stay in sales reps' inboxes and sales opportunities are tracked in a spreadsheet. We set up pipeline stages, campaigns and portals to fit your sales process, and we stay with the system after go-live.
The whole sales pipeline in view
You see sales opportunities at every stage, from first contact to invoicing. The forecast comes from data in the system, not from reports pulled together at the end of the month.
Full customer contact history
The module records activities and scheduled tasks, so the history of the relationship stays in the company. When the account manager changes, the new person starts from a complete customer record, not from questions to the customer.
Project work under control
Tasks, activities, leads and deals are grouped into projects. You see progress and profitability, without a separate spreadsheet to track costs.
Campaigns and consistent communication
A campaign groups projects run for many customers around one goal. Mail merge, email and SMS go out from the system, and you can measure the results.
An enquiry from a web form, a trade fair or a referral goes into the database as a contact card, with a category and industry.
A qualified contact with an account manager, tasks and a date for the next step. Visible on the Kanban board.
A sales opportunity with a stage, a value and the full activity history. The manager sees the team's workload and the forecast.
The quote is built on the deal data, together with the commercial terms from the customer record.
You issue the invoice straight from the deal. The document goes into the same database as sales and accounting.
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CRM
The basis for a sales department's work: customer records, relationship history, tasks and calendar, leads and deals, campaigns and mail merge. Enough for companies where sales are measured by results, not by project budgets.
Leads, deals and a Kanban board Campaigns and mail merge Quotes and invoices from the deal
Projects and Budgeting
CRM features extended with project management: budgets, allocation of costs and revenue, and tracking of goals. Chosen by companies that account for implementations, orders or service work as separate projects.
Project budgets and cost control Working time accounted for in tasks Project profitability in one place
With either variant, we add portals for sales reps and customers in numbers that match your team. In the pre-implementation analysis, we check how many sales reps work in the field and how many customers will serve themselves.
Part of the work moves to the field and to the customer
Sales reps work on up-to-date data outside the office, and regular customers download invoices and place orders themselves. The office handles exceptions, not every routine request for a document.
Sales Rep app
Quotes, orders and customer history on a phone or tablet. The sales rep goes into a meeting with current data and enters the order on the spot.
Customer Portal (B2B)
Customers download invoices, check amounts due and place orders themselves, in a web browser. You exchange documents in one place, without sending them by email.
Workflow and resource booking
We switch on standard processes straight away and build your own in Workflow. You book and plan company resources in tasks, from the calendar.
A pipeline set up for your process
We name lead and deal stages the way your sales team names them, and agree what has to happen for an opportunity to move on. That way the pipeline report shows the real situation, not the stages from a default installation.
Training on your own data
Sales reps learn the system on their own customers and open sales opportunities, not on a demo database. After the training you keep a written description of the configuration (stages, activity types and permissions) for whoever joins the team later.
Our clients come from a range of industries – we support them with IT and enova365 implementations.
We also handle the other enova365 modules (Accounting, HR and Payroll, Sales and Inventory, and integrations) as well as the infrastructure the system runs on.
Ask about a CRM implementation
Tell us how many sales reps you have and where you record customer contact history today. We come back with a scope of work, a licence variant and a timeline. Prefer email? Write to enova@widget.pl.
The conversation and initial estimate carry no obligation to sign a contract Our proposal lists the scope of work and licences as separate items WIDGET Monika Karolak · ul. Stefana Dembego 10/32, Warsaw