Quotations

When quoting a new customer, your CRM system can take care of every part of the process. Your team can record customer requirements, set follow-up dates, email quotes directly with Outlook and store documents related to the quote on the system.

After your initial quote, you can analyse your acceptance statistics and convert quotes to jobs when you’ve gained the business.

Sales Actions

Your CRM system is capable of managing events including telephone calls and follow up meetings, allowing you to assign actions to colleagues and optimise workflow. Advanced reporting allows for further improvement of your processes, with tracking of your customer base and conversion rates.

With a built-in to-do list, outstanding actions can be tracked by priority. This means no more missed meetings or lost leads.

Most importantly, from the office or on the move, you can create, view and update via BoxTrax on your tablet or smartphone. Your sales process; but simplified.

Dashboards

Your new home for tracking customers and sales. View a month-by-month snapshot of your business actions, with your dashboard highlighting activities including sales actions, customer opportunities and so much more.

Manage your position in the market by recording competition, market sectors and lead sources tracking. You can also view detailed customer activity reports that highlight spend, profit, performance levels and trends.

Opportunities

Record prospective customer trade lanes that help you understand your customers better. Assign expected revenue and profit figures and review shipment frequency or quantity, helping your team explore opportunities for upselling and ensuring your customers are on the right deal.