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Online sales Opensource CRM for small teams- track & manage your sales leads

By September 3, 2020August 18th, 2021SuiteCRM

In this article, we will be discussing online Sales CRM for small teams for tracking, managing your sales leads. In a post-recession world, the one topic that seems to be occupying board meetings today is cost cutting. And of course, the first and ready-to-implement solution being offered to the same is the dreaded d-word, downsizing.

Managers however are slowly starting to realize that there are many other better alternatives to cutting cost. Cloud computing arrived as the knight in the shining armour to companies worldwide, thanks to which there is no need now to buy expensive licenses, hire an IT team, perform regular maintenance, upgrades etc for their IT requirements. With a plug and play model, cloud computing has widened its scope to almost all imaginable enterprise software and CRM was not far behind.

Your sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.

SuiteCRM Software automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry.

Plus, interactions are tracked automatically and deals are displayed on one dashboard for total visibility without added work.

Best of all, you can enjoy up to 1,000,000 contacts, users, and storage without any expiration date – whether you’re a team of 1 or 1,000.

Some of the exuberating features of sales Software:

Manage your pipeline with total visibility:

Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard.
You can sort deals won and lost, appointments scheduled, and contracts sent over any time period, and track performance against quotas you set.
Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.

Log sales activity automatically:

SuiteCRM tracks customer interactions automatically – whether they’re in an email, across social media, or on a call.
Sync with Gmail or Outlook using SuiteCRM Sales, and capture every call, email, or meeting as it happens.

See everything about a lead in one place:

Go way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes.
You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.
Sync up with SuiteCRM Marketing, and you’ll know which content your lead has consumed so you can personalize your approach.

Place Calls from Inside the CRM:

Call with a click and choose whether or not to record the conversation. A log is automatically saved on your contact’s timeline.
Three main benefits of SuiteCRM integration with WebPhone you can add more as you grow.
Incoming Call Pop-ups
Click to Call – outgoing calls from CRM
Call Logs and Recordings

Book More Meetings:

Set your availability and get a shareable link that syncs with your calendar and lets leads pick a time that works for everyone.

Track Leads and Contacts:

The problem with traditional sales software is that you will have to jump back and forth to track your sales pipeline. On the other hand, our online sales CRM presents the entire sales funnel in its full glory at all times. Quickly see who is engaging with which customer and the outcomes of those customer relation management efforts from a single place.

Stay Organized with Filters and Categories:

To further simplify sales tracking, we’ve built filters in our sales management software. In just a couple of clicks, you can filter leads in a sales pipeline by users, products, sources, zones, contacts or any combination of the above. This sort and filter mechanism lets you track what works for your sales process and what does not.

Foster Collaboration with Google Apps Integration:

Google Apps integration is a great way for you to keep your sales funnel loaded. Get emails automatically attached to leads by integrating Gmail. Automatically sync Google Contacts and Calendar events to our small business CRM. Upload files directly from Google Drive and help your team effectively manage the sales process with all the business and marketing collateral!

An Insightful Sales Dashboard:

A sales management software is as good as the reports it generates. Sales reporting module is top notch, and gives you usable insights about your sales process. By taking advantage of pre-set reports and user specific reports, you can track sales team performance over the various stages of the sales cycle effortlessly.
Nasir Khan - CRM Author

Nasir Khan - CRM Author

Deployed robust sales, marketing and customer support automation systems and implemented industry best practices/processes across verticals such as BFSI, Manufacturing, Real Estate, IT, ITES, eCommerce, Education etc.,