Advantages

Achieve more with SMART Sales

Create a unified environment

to systematize customer data and store the full history of interactions

Accelerate collaboration

between company departments by optimizing workflows

Build a knowledge base

and standardize business processes

Prevent loss

of critical information throughout the company’s lifecycle

Centralize document storage

related to customer cooperation across all departments

Analyze and monitor performance

of managers with built-in tools

Functional capabilities

SMART Sales

A solution designed to help you close deals faster by uniting your entire team on a single platform. Use a ready-made business process to optimize every stage of the sales cycle with the system’s full functionality

Customer Base Management

Manage both legal entities and individual clients
Store contact and address information
Use custom tags to label clients (hashtags)
Maintain a complete history of client interactions (communications, negotiation history)

Communication Management

Handle communication across multiple channels from a single system
Store the full history of interactions in one place
Consolidate client requests and assign responsible team members
Assign tasks

B2B Sales Management

Ready-made sales process from initial interest to contract, including approval workflow
Price validity control
Generation of commercial proposals from templates
Sales funnel visualization

Product and Address Management

Product and service catalog
Price management: discounts, validity periods
Multi-currency support
Multiple addresses per client
Integration with Google Maps directory

Task and Notification Management

Task completion accelerator — daily report on planned and overdue tasks for employees and their managers
Notifications: new tasks, deals, document approvals, and manager alerts when deals are closed

Analytics and Reporting

Manager workspace: monitoring dashboard and personal activity plan
Supervisor workspace: monitoring dashboard and activity plan

ROADMAP

How SMART Sales is implemented

5 simple steps to effective sales

1 step

2 step

3 step

4 step

5 step

Microsoft 365 & Power Apps Deployment

We install the solution and deploy the required Microsoft base infrastructure.

Solution Deployment
SMART Sales

We implement the out-of-the-box solution and verify system performance.

Data Migration

We prepare templates for initial data import and assist with related questions.

Training

We conduct functional training for key users, as well as sessions for business analysts and administrators to enable independent system configuration.

System Go-Live

The client decides to go live.

Modules: expanding opportunities