B2B CRM - Product distribution

Visits

The classic CRM systems They typically support acquiring new clients and following up on new offers. In the B2B world, however, the continuous visits of existing clients and units are often just as important. Opteamus CRM Our system is fully prepared for this as well. We automatically track how often each client should be visited and compare it with the actual situation. It is immediately visible where there are delays, and, moreover, we proactively show who has which task in the near future, so that we can't even talk about delays.

Hiking Plans

If necessary, we can make the work of the representatives planned and visible with the help of tour plans. In addition to completed visits, planned visits can also appear in the CRM system database. Managers and salespeople can see their upcoming activities both on screens and in their calendars.

Shelf mirror, distribution

For the visit, in some cases a short written note is sufficient, while in other cases a specific shelf display can also be recorded. If we accurately record when, in which units, and which of our products were in place, our Opteamus CRM system can, with the push of a button, show the distribution statistics, either for ourselves or for our parent company.

Customized

We know well that no two companies operate in the same way. We customize the above capabilities in every case. Whether it’s about building materials or alcoholic beverages. The Opteamus CRM system adapts to your work schedule, and not the other way around. If necessary, we even record the GPS coordinates of visits; if not, we don’t manage visits at all. We tailor every form, every screen, every name to your business operations – and very quickly, too.

Related topics: a flexible CRM customizability, the Hungarian CRM its domestic background CRM knowledge base possibilities and the The concept of CRM.