B2B CRM - Selling high-value technologies

Prepared sales

We are well aware of the situation when high-value assets need to be sold to other companies. The sales cycle lasts for months, and massive technical proposals must be prepared. In this case, automated marketing emails do not help much, nor do telesales calls. The success of sales here depends on well-prepared salespeople and engineers who need to know exactly what steps to take. Opteamus CRM Our system helps them to find in advance any records or offers they need when necessary. The more prepared and informed the colleagues are, the more likely they are to make successful deals.

Opteamus helps to prepare for a meeting. It immediately shows all the history, the transcripts of all previous meetings, notes, offers, and materials. All of this is not only related to making an offer, but companies, locations, and even contact people also have a complete automatic history. In Opteamus, corporate knowledge practically accumulates, and our exceptionally strong quick search helps to find anything.

To know everything about everything, everyone

The market for high-value equipment is typically narrow. Those who They sell industrial measurement equipment, industrial laboratory equipment or They distribute analytical instruments, they do not have an easy time in the already small and proverbially low-budget Hungarian market. Few purchasing companies can be considered, and there we often meet the same faces. Opteamus CRM our system it not only shows the history of companies and offers, but also that of the key people moving in the market. It is not a problem if an important contact person changes companies, Opteamus still displays the person's complete history, including both the old and new events.

After signing the contract?

In a classic CRM system, the story ends with a successful sale, even though the real task only begins then. The contract must be fulfilled, the sold devices need to be installed, and they must even be maintained for many years. Our Opteamus CRM system also has integrated, robust HELPDESK capabilities, which can handle both ad-hoc problems and planned maintenance. The service manager can better see the workload of their engineers and, with the help of the system, allocate tasks more effectively. They can even involve subcontractors in solving reports; the Opteamus CRM system's authorization system has been designed to enterprise-level complexity so that everyone can access only the data they are actually authorized to.

Tasks and worksheets

Not only is it possible to keep track of and tick off tasks, but even attaching work sheets is possible. We support both paper-based and fully digital work sheets, precisely tailored to your organization. The work sheets from mobile devices They can be recorded, store GPS coordinates, and can be signed by the client. If you record detailed and precise data, based on them we can even account to the client, or to any potential subcontractors, at the push of a button.

Maximally customized

Not only is it possible to record and check off tasks, but even to attach work sheets. We support both paper-based and fully digital work sheets, tailored precisely to your organization. Work sheets can also be recorded from mobile devices, store GPS coordinates, and can be signed by the client. If you record detailed and precise data, based on that we can settle accounts with the client, or any subcontractors, at the push of a button.

Related topics: a flexible CRM customizability, the Hungarian CRM domestic background and the CRM knowledge base his/her/its possibilities.