Built-In CRM
Streamline Your Sales Process with RingByName CRM
Does your company need to streamline its sales processes without costly and complex software? The new advanced RingByName™ CRM focuses on Opportunity Management to help you track, plan, and analyze sales performance.
Customer Relationship Management (CRM) is an approach to manage a company’s interaction with current and potential customers. It leverages software to analyze and track a customer’s interaction history with a company to improve business relationships, specifically to drive increased sales growth.
Administrators can use the powerful CRM Reporting tools to view all sales opportunities by stage, identify where they came from, and identify trends based on historical performance.
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Advantages of RingByName Built-in CRM with Contact Management:
- Quick Note Sharing
- Emails, voicemail to text, text to speech
- Logs all inbound and outbound voice calls
- Activity tracking, event scheduling and integrated message alerts
- Easily transfer your CRM contacts into the RingbyName app
- Set “rules” for incoming calls – transfer important customers to designated phone numbers
- Create a new opportunity and set an opportunity status*
- Set the probability for making a sale and add price/cost*
- Assign the next action to an opportunity*
- Attach a file such as a quote or a contract to an opportunity*
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