This is the foundation of your entire business process. From first customer contact to analysis and sales. The most user-friendly CRM tool available today. This is created by sellers for sellers.
Notyfile CRM is simple, fast and logical. You as a user only see what is most relevant to you in the view you are in. You can create call lists, send agreement etc. with e-signature and get a clear overview of what you have in your pipe.
When it comes to prospecting tools, it's the details that count. The basis of Notyfile is that you should only see what is relevant to you as a user based on your role. Of course, there is 2-way integration with Outlook so you are 100% connected and available.
The activities view is interconnected with all parts of Notyfile. Create an activity and be reminded when it's time to contact a customer or perform a task.
Create prospectus
The first step in Notyfile is the first step in the process with your potentially profitable customer. Step 1 is to create a customer and prospect. This takes about 60 seconds and you fill in the information you know.
Prospects can be created in two ways. If you know which company you want to contact, eg from a network or leads from your website, you can easily create a prospectus. Another option is to use our create ring list function. Read more about dial lists in the "Dialer" subpage.
CRM - Phase 1-6
After you create your prospect or call list, the customer(s) will land in the overview view for all prospects. Here you have a very good overview of which phase you are in with each customer.
You usually start in phase 1 called "Not contacted". Using the drag & drop function, you can easily move your prospect to the next phase. If you send out a quote, you can move the prospect directly to phase 5 called "Quotation". Here you can also follow the value and get this summed up in each phase.
Close deal
The last step in the prospect view is to close the deal. There are two choices: Won deal or Lost deal. All lost trades are saved with comment and reason. A won deal is recorded with value against Dashboard and becomes an agreement automatically.
This means that all customers to whom you have sold keep track of the contract part in Notyfile for you. If the customer is to be contacted for renegotiation or in the case of an ongoing agreement, it may be necessary to contact the customer with a specified date interval.