CRM for Sales

With Claritas™ CRM, you have the entire sales pipeline and related sales activity at your grasp. We tailor the system to match your organization needs for cutting down paperwork and improve sales follow up process. You can manage your sales collaboration and establish consistent follow up process with out-of-the-box feature on sales appointment, client meeting, call enquiry and follow task. You are guaranteed insight into leads and opportunities at every stage of the sales cycle.

The opportunity management module, combined with automated workflow such as lead routing, regular sales update and competitor tracking, can shorten overall sales cycle and process. Claritas™ CRM empowers your sales team everything they need to efficiently manage opportunities and quotation throughout the entire sales cycle, hence significantly increase efficiency and reducing costs. By analyzing into past sales history, Claritas™ lets you spend more time focusing on closing with the right customers, hence improve your sales qualification and win rate.

Inadequate knowledge about a customer’s information creates a short-fall when trying to close a deal. Don’t ever go knock on client’s door for more orders when you know you have a pending issue with to be solved. Claritas™ gives you 360° view on client organization’s key stakeholders, case history, past purchases, quotation revisions, competitor listing and more. You can maintain detailed information on competitors associated with particular opportunities. You can also track customer activities by product, region or other criteria. And at the end of the day, you can look into sales viability to forecast sales, identify trends or problems, measure business performance and sales success.

Claritas™ lets you create simple quotation and manage quotation revision, within you CRM application. The system let you browse through product catalog and included in quotation. You can specify the recommended pricing within the product catalog so that you can be sure that your sales team provides accurate costing and maintain consistent quotation to customers. Sales manager can perform quote revisions by adjusting discount on grand total or item level.

You can easily tabulate sales target top down for a sales team; or roll up sales commitment from individual sales executive. Either way, the flexible analytic tools lets every sales representative access to their own targets, plan & execute sales strategy, and keep track of their sales pipeline. Claritas™ establish clear dashboard and indicators for every person to measure their own success by comparing sales target vs. actual sales. For managers, the system gives real-time visibility into their team’s activities; hence able to forecast sales with confidence. In short, Claritas™ effectively bridge the gap between what is committed and what is achieved.