CRM

March 23, 2023 2023-04-28 14:58
Softbase Evolution

Transformative Customer Relationship
Management Solution

Products > Softbase Evolution > Customer Relationship Management

Connect your sales, marketing, and customer service processes in one system to increase growth and productivity of your business.

CRM Contact Management

Organize and manage customer and prospect information, including contact details and purchase/rental history.

Maintaining up-to-date and accurate customer information is crucial for effective communication and customer service. An organized and well-managed database of customer and prospect information can improve the overall efficiency of a business and increase customer satisfaction, retention, and loyalty.

CRM Opportunity Management

Boost business revenue using historical data to identify sales opportunities.

By leveraging historical data to identify sales opportunities, businesses can make data-driven decisions that are more likely to result in successful outcomes. This can ultimately lead to increased profitability, growth, and success for the business.

CRM Opportunity Management

Keep track of your sales staff performance and quotas to better manage and support your team.

By monitoring individual sales staff performance, you can identify strengths and weaknesses within your team and provide targeted training and support to help your sales staff reach their full potential. This not only helps improve overall team performance but can also increase employee satisfaction and retention.

What you get in return

Provide personalized customer service through data on what equipment each lead/customer meets their current needs.

Eliminate busy work by automating time-consuming tasks such as data entry, invoices, and reports.

Allow different departments of your dealership team to collaborate using one efficient system.

PROBLEMS WE SOLVE

No matter the challenge. We got you all covered.

Material Handling
Industry

Agriculture
Industry

Heavy Construction
Industry

Trailer
Industry

Sales Manages and
Executives

CEOs and
CFOs

Field Service
Managers

Customer Service
Representatives

Parts
Management

Accounting personnel

Accounting
Management

Sales
Management

Warehouse pallet

Equipment
Management

An all-in-one solution.
No hidden costs.

Explore other features

Full-Featured
Point of Sale

Customer Relationship
Management

Service
Management

Equipment
Management

Rental
Management

Parts
Inventory

Accounting
Management

Document
Management

Mobile
Applications