Swivel CRM のアプリ分析 8月17日

Swivel CRM is an advanced mobile app that provides comprehensive features and tools for the professional CRM system. Features: Dashboard Window Sales Teams budgets and sales volume set up Daily communication log with customers Number of quote generation with quote reference # Campaign email blast Sales assessments and financial forecast Keep track of the number of customers and their progress Sales Tools Generate sales quotes using CRM built-in tariff systems Search for tariff by POD and POL Copy an existing quote and generate a new quote Download sales activities to Excel format Download carrier rates to Excel Sales Opportunities Mobile app available to work remotely Cloud CRM provides analytical reports Calendar planner integrated with the business calendar Keep track of sales quotes per customer inquiry Sales Quotes Process Create a quote email directly to the customer for approval Once the quote is approved by the customer Create a booking in CRM and sync it into ERP CRM keeps track of rejected quotes in the system