Benefits
See the key benefits of Ploomes' sales CRM
Centralizing customer data
Keep your database data in a single, secure, and easily accessible environment.
Access to customer histories
See the entire timeline between your company and each customer, including visits, emails, Whatsapp messages, calls, proposals, and sales.
Managing active customers for loyalty
Determine relationship rules and alerts users for threats of inactivation, cycle breaks, or upcoming expiration dates.
Management of the installed base
Manage acquired assets and current customer contracts for post-sales and related sales actions.
Rework of lost or unconverted clients
Inactive customers, when well managed, can be the most profitable source of lead generation. Automated portfolio management keeps the seller close to each case, thus generating the reopening of opportunities.
Advanced segmentations
Divide and apply filters to the portfolio to generate lists for marketing actions.
Product
Check out some of the features that make up the sales CRM.
Centralization of your customer information
Get a 360º view of your clients, whether individuals or legal entities. Register branches, contacts, proposals, sales, contracts, products, attachments, history, and next actions for each one in a unique, filterable and easily accessible environment.
Segmentation of lists with custom criteria
Filter your customer base based on specific criteria, such as registration or purchase history data, to create segmentations. Then, direct them to specific offers or campaigns, such as re-sell, cross-sell, and upsell.
Automation of relationship actions
Create automations and relationship rules with reminders to control contact frequency, sales cycles, contractual terms, registration updates, and others, and never lose customers due to lack of follow-up.
Full history and next steps
Don't lose more customers with seller turnover. Get the complete business history with all interactions, meetings, messages, and tasks recorded on a timeline. Schedule future tasks and meetings with the integrated agenda.
+ Sales CRM Features
Customizing forms, fields, tabs, and filters.
Creation and organization in a calendar (Google Calendar and Outlook 365).
Creation of intelligent fields.
Visualization of customers on a map (Google Maps).
Massive import and export of customer data.
services
We have exceptional people to take you to bigger flights using Ploomes CRM
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.