How Does InTouch CRM Help with Product Sales?

InTouch CRM system can automate most of the activities related to acquiring a customer and selling goods or services. The core of the system is clearly a database of customers. Or rather a database of accounts because this directory includes both actual and potential customers you work with and try to offer them your products.

Each customer entered in the system can be classified by importance. You can add any number of notes to a customer or attach files (e.g. contracts concluded, offers sent, etc.).

The process leading to closing a deal consists of a sequence in the system that starts with contact acquisition and ends with placing an order. During the whole process the system supports all communication and teamwork (including delegation of duties).

Opportunity

It doesn't happen very often that a customer wants to close a deal with your company without being persuaded by somebody about the benefits of your product. The process of "wooing" between you and a customer is captured under the entry "opportunity" in InTouch CRM system.

Under opportunity you collect information about what deal you can make, what will the expected income be and how likely. You can track current phase of deal, keep records of subsequent necessary steps leading to successful closing of a deal.

As with the database of customers, you can attach any number of notes and files to opportunities. Careful record keeping of notes and information about known competitors (who together with you take part in a selection procedure) helps to hand the opportunity over to a different salesperson who can immediately continue working on it. He will know exactly where his colleague finished and with what result.

Order

Order in InTouch CRM system expresses making of a deal. Orders can be variable and their structures mostly differ for each company who implements InTouch CRM. A typical example of an order is a "service" or "supply of goods".

Database of orders holds information about all kinds of services that the company provides to a customer. Each order is entered into the system by one employee and another one is responsible for its completion. At the same time, completion of an order may represent a certain amount of income for a company.

Each company works with different types of orders. While one needs to keep records of catalog mailing, the other, let's say a servicing company, needs to keep records of orders accepted for repair. An order for a servicing company would be made by the person who accepts the equipment for repair and, based on the nature of failure, assigns a mechanic to repair it. The mechanic would handle the order, mark it as completed and the system would automatically e-mail the customer to inform him that the equipment is ready to be picked up.

There are numerous types of orders. This is also why InTouch CRM is designed as an open system that can be customized.