CRM with ITISeasy
Growth is not a coincidence – it’s the full realization of potential!
The boost for your sales success! ITISeasy.business CRM
Shine with maximum quality and reliability! Impress prospects from the very beginning with a professional approach in your sales methodology. Planning, analysis, and traceability are the key strengths you can develop here.
Our CRM is your perfect partner for this! With a wide range of features for tracking meetings and client interactions, quality analysis of your leads, maximum efficiency in organizing your potential deals, and much more.
Play by your own rules – with a customized concept.
Optimize your sales opportunities through precise planning in your sales process. The Kanban view, tailored to your needs and workflow with fully customizable stages, provides clarity! You always have the current status of each prospect and every pending deal at hand.
Expected revenue, overviews of sales opportunities, your sales planning, and much more can be displayed quickly and easily in a visual format
Social Media
Social networks play a key role in the sales planning of many companies! Whether LinkedIn, Twitter, or Xing: easily integrate social media platforms into your sales processes with minimal effort and generate valuable contacts.
By the way, with ITISeasy CRM, you have the option to load these contact details directly into your address book.
Leads
ITISeasy CRM helps you evaluate the efficiency of your sales activities. Analyze leads, measure the success of campaigns and sales plans, or compare sales initiatives and teams. Identify duplicates, link leads, and assign them to the appropriate sales representative.
Leads can also be automatically generated from incoming emails.
Minimal administrative effort – maximum capacity for your core business!
Sales Oppportunities
Achieve sales success through optimized workflows: organize your sales opportunities! Identify the best options and use the data and information generated from sales conversations, emails, calls, notes, meetings, and proposals effectively for your sales planning.
Stay on track and increase your closing rate! ITISeasy CRM can send you direct notifications about new developments in the sales process, keeping you informed every step of the way!
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Sales Strategy with Personality
Successful sales strategies often evolve from a company's history and are just as unique as its target audience. Add a personal touch to your sales processes and stand out from competitors with exceptional presence and reliability!
Customizable phases and stages in your sales strategy, a well-thought-out approach supported by insightful statistics, and realistic forecasts are what distinguish professionals from amateurs.
Leverage these features in ITISeasy CRM to unlock the full potential of your sales team!
Reports and Dashboards – Turning Your Team into a Winning Squad
Make key information and metrics accessible to every member of your sales team! The secret to perfect teamwork is a shared knowledge base.
Custom dashboards provide a clear view of sales activities, opportunities, and to-dos. Each team member can create and share real-time reports. With comprehensive insights into sales processes, meaningful statistics, and analyses, your sales team will achieve maximum efficiency.
Automated Tasks for Greater Sales Success
Define automated tasks for your sales team, linked to specific timeframes. For example, if there has been no interaction with a particular lead for more than 20 days, an email or a phone appointment can be automatically triggered. This ensures that the assigned sales representative never loses sight of a sales opportunity!
Additionally, with our CRM, you can create marketing campaigns, automate promotions, and track opportunities.
Analyses and statistics based on the generated data help you make informed decisions regarding the profitability of individual marketing activities.
E-Mail-Integration and Automation
Are you currently using Microsoft Outlook or Gmail? No problem! You can continue using your familiar tools with ease. Simply forward your incoming emails to your CRM, where they will be filtered and sorted, making them available for your sales activities. ITISeasy CRM also allows for targeted forwarding of your emails to the respective sales teams.
Additionally, our CRM continuously creates leads in the background and automatically notifies the assigned sales representatives.
Shared Calendar
No double bookings, less downtime, and an optimal overview for everyone!
A dream for every sales coordinator: an integrated, shared calendar. It’s clear at a glance what the team is currently working on. Efficient coordination and communication become a breeze for your staff. Meetings, calls, and appointments are easy to plan and execute, and in case of bottlenecks, available capacity within the team can quickly be identified.
Gamification - No Sales Team without Competition!
Success must be measurable, and that’s exactly what ITISeasy CRM provides. These measured sales achievements per team or individual can be perfectly used to launch internal competitions or incentives!
Give your sales team an extra boost of motivation in a fun way – you'll be amazed at who’s willing to go the extra mile!
A little Fun is a Must...
... especially in sales. Recognition and rewards for outstanding achievements are what make working with sales teams truly exciting. Use these motivational opportunities strategically to energize your team!
Individual Goals
Clear goals as a guide to success! Define your expectations clearly, understandably, and in a way that everyone can follow.
Sales Reports
Our CRM compares your target vs. actual performance, generates statistics and forecasts, and clearly shows you which developments should be factored into your budget planning.
Need tips and ideas for implementing this in your company?
We’d be happy to show you what our ITISeasy CRM can do for you!
Feel free to ask us!
Did you know?
Companies implementing an ERP system are now eligible for financial support! The Bavarian Ministry of Economic Affairs is promoting the digitalization of businesses to strengthen the economy. Take advantage of the opportunity to receive financial support for implementing an ERP system. We are happy to inform you about the available funding options and clarify whether and to what extent your company is eligible. Of course, we also support you in the application process.