Whatsapp and calls within the CRM: Ploomes announces integration with Neppo

Focused on the strategy of bringing all the daily operational activities of sellers to the CRM, Ploomes announced its new integration with Neppo, a multichannel communication tool, also part of the Sankhya group.

“Now, sellers who provide services and spend most of their time on WhatsApp or on calls, can communicate with their customers without leaving the CRM. Thus, we will centralize communication, sales funnel, issuance of proposals and orders, and portfolio management on a single platform.” Explains Octavio Garbi, commercial director of Ploomes.

The innovation of the launch is mainly related to the fact that sellers who rely on constant communication with their customers to conduct and complete their sales have to use different platforms in their routines.

While services are carried out on multichannel platforms, the sales funnel and the issuance of proposals and orders remain separate, generating a loss of operational efficiency

Octavio explains that the novelty will impact two main audiences: those who carry out conversational sales, which occur almost entirely through calls or WhatsApp conversations, and those who sell B2B inputs or consumer goods.

“In conversational sales, in addition to communicating with the customer, the seller must manage their opportunities and issue commercial proposals. In B2B transactional sales, on the other hand, we see sales teams with agile activities that revolve around servicing customers, verifying their histories, and issuing new quotes and orders. In both cases, sellers will operate without leaving Ploomes, gaining greater efficiency. Managers, in turn, will gain visibility and control of their teams”, analyzed the commercial director.

This is Ploomes' first step toward transactional sales. Matheus Pagani, CEO of the company, explains that Ploomes will not only focus on complex sales.

“Our vision is to evolve the product both for value-added sales and for transactional sales. Bringing communication with the customer into the CRM is a major launch and just a first step”, concluded the CEO.