Post by account_disabled on Mar 11, 2024 5:29:06 GMT
Document management And if document management is a challenge for you, CRM brings productivity to the entire process of generating, sending and signing documents. All of this with templates that can be customized and used to create different documents. Process efficiency With a busy routine, it's easy to get lost in countless documents and tasks, isn't it? With this in mind, the Ploomes workflow was created to personalize and connect different workflows and the professionals involved in each one.
Its customization allows employees to define Chinese UK Phone Number List own steps, rules, forms, checklists , deadlines and automations . Standardization and monitoring of commercial proposals It's nothing new that preparing a commercial proposal can be a challenging task, especially in a routine with a series of tasks. Therefore, having a tool that offers proposals that can be generated in minutes can generate huge time savings. Furthermore, CRM allows product customization, as well as descriptions and the insertion of images .
In the pricing stage, the system facilitates the creation of formulas and queries external to the ERP or spreadsheets to calculate taxes, rules, margins, commission , among others. Decision making To be assertive, decision-making needs to be based on reliable data , capable of enabling the creation of strategies and actions in the short and long term. The software also allows you to filter data to create graphs, pivot tables and personalized indicators, in addition to defining metrics and KPIs that can be monitored in real time.
Its customization allows employees to define Chinese UK Phone Number List own steps, rules, forms, checklists , deadlines and automations . Standardization and monitoring of commercial proposals It's nothing new that preparing a commercial proposal can be a challenging task, especially in a routine with a series of tasks. Therefore, having a tool that offers proposals that can be generated in minutes can generate huge time savings. Furthermore, CRM allows product customization, as well as descriptions and the insertion of images .
In the pricing stage, the system facilitates the creation of formulas and queries external to the ERP or spreadsheets to calculate taxes, rules, margins, commission , among others. Decision making To be assertive, decision-making needs to be based on reliable data , capable of enabling the creation of strategies and actions in the short and long term. The software also allows you to filter data to create graphs, pivot tables and personalized indicators, in addition to defining metrics and KPIs that can be monitored in real time.