It is critical to record all forms of communication with your customers and implement effective marketing strategies to take the right action at the right time. The Next4biz Marketing and Sales Management module lets you design a fully personalized opportunity management process and closely monitor every step of the process from first contact to meetings, from offer to agreement. In the process of turning prospects into customers, the marketing funnel (which you can create via drag and drop, without zero technical support) will help you to easily identify areas for improvement and take action. For example, when a sale opportunity has been put on hold, if the customer clicks on an offer that you sent previously, Next4biz automatically reports this behavior and can automatically assign a task to the relevant sales representative to contact the customer again.
Next4biz can be used to effectively manage marketing and sales projects as well. The Marketing and Sales Management module allows you to add all kinds of details to customer cards, from email traffic to tender and agreement postings, thus monitoring all processes chronologically. Thanks to this corporate-memory-boosting feature, team coordination and work follow-up is much more effective. The Integrated Task Management module enables you to assign tasks to team members and stakeholders and easily coordinate the entire process. You can add notes or documents to the opportunities you create or manage transactions such as submitting a contract on a single screen.
Thanks to digital footprint monitoring, you can design different work rules for different scenarios and design automated actions depending on changes in a specific situation. Creating automations for many manual tasks will save you massive amounts of time while contributing to your sales success. Making detailed filters and creating targeted tags allows for highly efficient task management with the help of these tags. You can follow the stages of all operations using the customer card. Next4biz’s functional modules make the planning phases much easier, facilitating the creation of smooth and sustainable workflows and prediction of sales volume and profitability.