OfficeCY started as an in-house project. We had a demand for ONE system that would organize and control Existing Clients and Potential Clients, but also manage and interlink our sales staff giving Management a clear image of daily activity. This tool would help us to streamline sales and production.
After implementation of this system we saw a great increase of sales productivity. It not only helped to organize each Sales Manager, but to give Him/Her an overview of all Company Activity.
In the case of Existing Clients the system is able to add and manage projects given not only to visualize but for future referencing.
For Potential clients we give the Sales Manager many options to follow up. They can send out a Ready E-mail with there Stationary introducing themselves, mark on the calendar calls, note, or appointments. Using the Overview Dashboard they can view there daily tasks.
Our system offers the following advantages:
100% Browser Based
WYSIWYG editor for flexible formatting
User-friendly handling
Real Time adding/editing/deleting of Clients and Projects.
Dashboard view for daily tasks
Project overviews
Storage of Client Logos in HIGH RESOLTION
Dynamic Calendar
Dynamic Company Search
Action list to see progress of other Sales Agents
Automatic notification of upcoming Events
And much More.
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