Sales Automation

Do you have all of your customer communication history tracked in your corporate memory, or is it hidden in your sales team’s notebooks?

Are you able to define sales phases?

Can your sales team apply the same corporate methodology to the same type of sales projects?

Can you track customers’ digital behavior within the communication history? For example, can you see:

  • Who opened the proposal, so that you have the opportunity to give them a call and ask what they’re thinking?
  • Which attendees clicked your webpages right after your meeting, as well as who read the meeting notes and who watched the presentation video again?


With the next4biz CRM module, you’ll be able to: design your sales cycle and run your sales funnel; record meeting notes, phone calls, and emails; send your proposals and contracts; and track all customer activity, including digital behavior.

Track Every Activity

  • Take notes on phone conversations or meetings
  • Organize emails related to the customer or individual
    • Use next4biz as your mail client and get the benefit of content templates
    • Add next4biz’s forwarding email address as a CC
  • Track customers’ digital behavior and be notified:
    • when they read your proposal
    • when they click links in your emails or on your webpages
    • when (and which) attendees read meeting notes
  • See your prospect history instantly

Manage Your Sales Funnel

  • Define the phases of your sales pipeline and give your team the ability to run this funnel structure
  • Your preset business rules may alter the phases of your funnel (for instance, a click from a prospect might escalate it to a new phase in your sales pipeline)
  • Track sales phases:
    • Which potential customers have visited your webpages and what were their digital behaviors?
    • How many ‘hot’ prospects participated in your last campaign?
    • Which prospects haven’t been called for two weeks?

Online Task Management

To manage your teams for a timely and successful sale, you need to assign tasks and track their status. You need a complete and integrate” task management system for collaborative and synchronized sales activities.

Each task has an owner and an assignee; it also has subscribers to be notified who may comment on it.

Sometimes tasks should be assigned automatically. For example, when a visitor becomes a subscriber or when a prospect clicks on one of your webpages, a task may be assigned to a salesperson for a certain action.

In the next4biz system, you can assign tasks, add followers and let them comment, manage deadlines and define business rules for automatic task generation (after a new blog subscription, page visit, email clicked, etc.).

Team Collaboration, Inside and Outside

  • Build task groups and invite assignees and subscribers both from inside and outside of your company
  • Determine the task followers; track comments from the task owner, assignees and followers
  • Add documents and images
  • Prioritize tasks, monitor their progress, and manage deadlines
  • Receive daily and weekly reminders for task owners, assignees, and followers
  • Filter ongoing, accomplished or critical tasks
  • Create and update tasks inline

Tasks for Sales Funnel Management

  • Associate tasks with specific customers and manage sales pipeline steps
  • Create automatic task assignment using business rules such as:
    • When your proposal is downloaded, assign a follow-up call to a salesperson
    • When a new blog subscription occurs, assign a task to your sales team for an appointment
    • When a webpage is visited by a prospect, assign a task to the sales group to follow up on the proposal
    • When an email cannot be delivered, assign a task to check the contact information

Communication Management

You should always try to learn more about your customers: who they are, what they do, whom to contact within the company, who the managers are, who the decision makers are, how they behave online, their meeting notes, and their email addresses.

Keep Everything Organized

In addition to traditional attributes like a customer’s website, addresses, and phone numbers, there are tons of other necessary pieces of information that should be obtained, like previously held meetings, demos, phone talks, and digital behavior.

On the other hand, how do customers usually find you? Through search engines, ads, email campaigns, or your blogs?

Which pages have they surfed on your website, and in which order?

How have they responded to your email campaigns and your cold calls?

You can record this and any other information you think necessary by simply adding them to company forms, filters, and reports with just a few clicks.

You can also tag/untag companies or their employees based on ongoing requirements. For example, you might tag some of them as “review later” if you need more time to decide. You will then be able to use these tags to design new filters and new campaigns.

The Benefits of Knowing Your Customer

The more you know about them and their needs, the easier it is to identify opportunities to sell them new products and target them with appropriate offers. Knowing the history of your customers allows you to find quick and effective solutions. Profiling existing customers also makes it easier to find new ones. You can search for similar prospects and sell to them using a similar method.

Make Customer Information Available to Your Employees

Making this customer information available to your staff will make them more productive. However, it’s important for this information to be accurate. It is always a good idea to inspect records regularly, delete duplicate entries and keep the information updated.

How can I get started?

To learn more about the next4biz system and its features, contact us.


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