Everything you need to know about CRM
A CRM (Customer Relationship Management) system is a cloud-based program for collecting leads for potential sales and building strong customer relationships.
CRM helps to maintain and improve customer contact with follow-up and documentation of the communication that took place between you and your customer. In a potential buying situation, CRM helps to understand the customer's wants and needs, so that the company's opportunity to win the customer's loyalty, and thus the case, is improved.
Collect customer information
Create a case when you get a lead or a referral from a potential customer, and document relevant information on the case.
Log information
Build a strong customer relationship by following up on the case via email or call, and log the activity on the CRM case.
Probability
Indicate the probability that the case will turn into a sale, including expected closing date and amount.
Case won/lost
Change the status when the case is won/lost, so it is easy to get an overview of open cases.
Convert to order
If the case is won, an order can easily be created so that the case can be taken forward to production.
Dashboard
Set up Tracelink's Dashboard on a large screen so that the progress of the case can be followed by other employees.
Access via app
Download Tracelink's mobile app and access your data even when you're on the go.
Get a tailored print for e.g. order confirmations, etc.
November 2023
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4 good reasons to choose Tracelink
Document leads
Analyze data
Follow up on cases
Build relationships