Easy sales tool with Kanban view and automatic sales reports
MyGemilo CRM cloud software includes also a tender tool. The MyGemilo sales process connects to the production's projects to deliver what was sold.
MyGemilo CRM helps to monitor who sells what, to whom and at what price. It’s especially suitable for B2B sales. The Kanban view makes sales team's progress visible and easy to follow. Both the sales person and the boss know what is going on with leads, tenders and deals. It reminds your sales team to close the deals and informs when there is a won deal ready for invoice.
The Gemilo CRM is perfect for the management of long-lasting, pre-existing customer relationships. Gemilo developed the CRM as a sales management system that supports B2B sales. It suits e.g. the preparation for large deals where closing the deal can take a long time due to all the preparation work required.
The Gemilo CRM keeps the customer data registry safe for the employer, instead of it being stored just by the sales person. With the Gemilo CRM, the management of a company can make sure that the network created by a sales person is not lost when the sales person retires or moves to another company. Leads can be nurtured even if the people change or are on a leave.
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Leads and sales in the sales pipeline
A Lead is a contact that is being warmed up so that it could turn into a sale. The lead, and the entire sales process, travels through a sales pipeline. The sales pipeline shows which customer is already waiting for an offer and for which sales you are waiting for an order decision from the customer. In addition to the sales pipeline, there is the chart. With the effective search function of the CRM, you can filter results. Won and lost sales are easy to check. The sales section brings together the preparation work for the offer, contact information and the offer related to the sale – or several offers, if the first one wasn’t successful.
Search Deals kanban aka pipeline Tenders table Management view for an individual lead/deal Sales steps by deal Change history Daily, weekly and monthly view on a calendar Sales pipeline step by step There can be several pipelines / kanbans Report end result easily Deals won and lost ‘Maybe later’ customer database
You’ll easily be able to see whether an offer was successful or not. Offers can be submitted to the management before being sent to the customer. If an offer requires help from one of your company’s experts, the seller can invite the expert to plan the offer together. There can be several offers related to a deal. The offers can be sent as attachments and/or drafted as a combination of the Gemilo Smart Sheet and Smart Print.
Offer chart Powerful offer search functionality Offers and offer appendices Offer discussion and editing Offer checking: electronic acknowledgement of receipt Offers gathered in customer profiles Backed-up offer database
Also available Strong authentication Electronic signature Linking offers to a delivery project, contract, or ID for an external system
The Gemilo CRM helps predict sales. It shows the total volume of sales, sellers’ activity and results by seller. This allows a company’s management to easily evaluate why some of the sellers succeed and some are slower in closing deals.
Deals won and lost and cancelled (money) The number of deals and offers The number of meetings and contacts Filter by seller, period of time, customer etc, Total statistics Monthly and annual statistics with filters and search Cumulative sales statistics The report can be exported to Excel.