Solution Overview
Mastering traditional direct-selling models— whether it’s in B2B or B2C— is no longer enough for the world’s leading sellers. In digital era, top sellers constantly seek new and creative ways to boost sales and innovate.
Our CRM platform enables new approaches vary, but the common theme is an overinvestment in the right customers. The objective is to generate more sales opportunities by triggering new sales ideas and opportunities online.
System Design
Committed to Excellence
Engage customers early online
Involving customers long before the actual sale benefits the vendor and the customer alike, and can take a variety of forms.
Engage customers early on in a discussion of how to adapt products and services to provide better solutions.
Unlock growth in key accounts online
Buyers claim that price matters most, but the evidence suggests that service and sales experience are more important.
Buyers’ expectations and sophistication have risen, and they expect their relationships with sellers to be smooth.
Preparation ahead of time can ensure deal success, and explicitly aligning account teams will ensure these accounts deliver sustained growth.
Pursue new prospects relentlessly online
Meaningful sales growth comes only by converting prospects into customers, but this is easier said than done.
Traditional hunter/ farmer models are not always the best approach. Sales executives we talked to have tuned their prospecting efforts to the big opportunities they see.
Once a quarter, the entire sales force stepped away from their existing accounts and spent the day calling 8 to 10 new accounts each.
Innovative Functions
Proof of Concept
New concepts for customer feedbacks and market test
Sales-Lead Events
Online focus group events, online seminars and online meeting in a fully automatic event management system
Customer Advocates
Topic discussion for customers to voice out their requirements, thinking and feeling in a logical information structure
Customer Chat
Interactive and personalized service with photos
Dash Board
Dash Board to show latest status of KPIs
Sales Booking
Online booking to consult pre-sales and technical staff and product specialists
Proof of Concept
Proof of Concept is an easy to use survey tool that lets you ask questions and instantly get answers. Simply choose a layout you love and create fun, customized questions on your site in a few clicks. It’s a great way to gather customer feedback and reviews, and get to know your visitors.
Create custom questions in a minute
Start getting responses instantly
Customize your app so it looks amazing on your site
Add standout images to grab customers’ attention
Customer Advocates
Get the industry-leading event management platform to sell tickets and collect RSVPs online
Create, host and showcase all your events
Set your own pricing and sell tickets.
Online ticket sales have a 2.5% service fee
Collect RSVPs for sales-lead events online
Send attendees branded/customized email invitations
Manage your event and guest lists
Accept all major credit cards
Get advanced marketing tools to promote and share your event on social
Scan tickets or manually check in guests at the door—from any mobile device
Let attendees see who's coming and network with each other
Export ticket orders and guest lists to track sales and get meaningful insights
Customer Service Manager
When customers voice out their needs, wants and difficulties, if there are appropriate responses to their concerns, the sales team can get immediate buy-in from their customers and enhance relationship for selling online.
The advocate page contains feed (i.e. "All Posts") along with any categories created.
Key customers can see all posts here and click to read them.
Users can follow each other, see members' activities (likes, comments, posts) and view member profiles.
When users click to view a specific category, they see a category feed.
Customer Chat
With Customer Chat, you can let potential customers contact sales team whenever they online or even initiate a chat with visitors browsing the site.
Add a chatbox to your site and help visitors out on the spot.
Set chat status from Inbox in the site's dashboard.
When the status is set to Online, visitors can chat with you directly from your site.
When the status is set to Offline, you can use a lead capture form to collect visitor information and get back to them as soon as they can.
Regardless of which option the sales team choose, they can receive notifications receive notifications, either on computer or on phone, when a visitor starts a chat with the sales.
The sales team can also see visitors in real-time and initiate a conversation.
Staff Chat and allow staff to start conversations with each other
This also gives them the option to create group chats.
Dash Board
Make an impact with a visual bar graph on website. Show the progress for anything like sales, fundraising goals and more. Just pick a bar graph, add your current value, goal value.
Easily add a stat bar to website
Set your current value and goal value
Choose from 7 different bar graph layouts
Add animations and icons
Auto update your graph from Google Spreadsheets
Sales Bookings
Sales Bookings is an easy-to-use scheduling system that lets customers book services online, so sales team can focus on managing their business. Whether the salespersons offer workshops, courses, or private sessions - Sales Bookings has them covered. Customers can book services directly on your site with the following features.
Offer different types of services
Accept online and offline payments
Sell membership plans and packages
Manage your staff calendar
Sync with Google Calendar
Create a customized booking form
Offer discount coupons
Automatically send reminder emails to clients
View each client's past bookings
Allow clients to log in to quickly re-book