Challenge
Growing teams often lose visibility when customer notes, follow-ups, quotes and sales activity are spread across email, spreadsheets and personal reminders.
Solution
RGM Canada can build a tailored CRM platform with account records, pipelines, task reminders, notes, reporting and workflow automation around the way the business actually sells and services customers.
Capabilities Delivered
- Customer and account records
- Sales pipeline stages
- Notes and communication history
- Follow-up reminders
- Management reports
- Workflow automation
Business Impact
- Improve sales visibility
- Standardize follow-up processes
- Reduce missed opportunities
- Give managers better operating data