CloudOffix Sales Cloud
The Best CRM Program for Customer Relationship Management
With CloudOffix, you can easily manage the entire process from potential customer management to invoice creation. CloudOffix offers more than just a CRM program!-
Generate Potential Leads
Whether through forms on your website, live chats, or direct email, create your potential leads and start tracking your business!
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Convert Leads into Opportunities
Convert your created potential leads into opportunities, track them according to the custom-designed stages for your internal processes. Increase your sales opportunities.
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Schedule Meetings for Opportunities
Track your opportunities and schedule internal meetings on a shared calendar through CloudOffix. Share the schedule with relevant participants and keep all stages recorded.
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Quotation Process
Easily manage the quotation process using ready-to-use quotation templates and share them with your customers.
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Order Confirmation
When the order is confirmed, convert all quotation items into an order with a single click.
Candidate / Potential Customer and Lead Management
Within CloudOffix, you can create candidates/potential customers from various channels and carry out lead management effectively throughout this process. You can convert incoming inquiries into potential customers via custom emails, forms on your website, live chat, or help desk.
You can securely manage the process by ensuring the privacy of your candidate customers’ data. This potential lead can be assigned to a predefined person or group, and thanks to CloudOffix, every step will be easily managed without anything falling through the cracks. CloudOffix will provide lead management support throughout the entire process.
Opportunity Management
Potential leads can be converted into opportunities, and new opportunities can also be created from scratch. All activities can be managed through opportunities. This way, you can always see where an opportunity came from and how it originated.
Opportunities can be grouped by sales teams and managed accordingly. Thanks to the special Kanban view offered in opportunity management, you can get a bird’s-eye view of all opportunities across custom-designed stages and access detailed information about each opportunity. You can also define which activities need to be performed at each stage.
Activity / Task Management
Tracking opportunities is a crucial step for sales personnel. In order to help them manage this process efficiently and easily, CloudOffix offers an Activity/Task Management feature. This way, they can manage all calls, meetings, and assignments related to an opportunity from a single view.
Additionally, the order in which each activity should be performed can be defined manually or automatically by the system. All activity details are managed through the opportunity card. Within CloudOffix, it’s almost impossible to forget an activity that needs to be done. This ensures a perfect customer experience.
Quote / Order Management
When everything goes smoothly in opportunity management, the process proceeds to the quotation phase for the potential customer. In CloudOffix, it is quite easy to create quotes related to opportunities using templates tailored to your workflows.
Quotes created from templates can also be shared with the customer as PDFs through CloudOffix if desired. You can easily add or edit details in quotes such as product descriptions, special notes, payment terms, and product images.
After your quote is approved Invoicing Cloud can issue the invoice and track your payments. Thanks to CloudOffix’s project management capabilities, you can manage tasks and time effectively and initiate your project—without the need for any additional software—using the Project Cloud tool.
Stock / Inventory Management and Sales Management
CloudOffix provides inventory management for your products in stock, allowing you to easily track all inventory movements. You can define different stock locations and monitor integrated warehouse processes when sales are made.
CloudOffix allows you to check inventory levels at any time and plan future purchases based on this information. Through the Sales CRM program, inventory tracking can be easily performed, and inventory management can be seamlessly integrated with sales processes.
Reporting / BI
Reporting is a crucial tool for analyzing your business processes. CloudOffix includes real-time reporting tools that help you interpret the details of your workflows. You can quickly access all reports in list, pivot, or graphical formats based on data and apply all the necessary filters. You won't need any additional reporting or BI tools.
You can add the reports you prepare to your frequently used reports and access them quickly whenever needed. This way, you can continuously improve in the field of customer relationship management and always set new goals for yourself.
Subscription Management
If you are selling subscription-based products to your customers, CloudOffix can simplify the entire subscription process and sales management for you. Thanks to CloudOffix’s inventory and product management features, you can organize your products and subscription plans. If a quote includes subscription products, it will automatically convert into a subscription.
You can create automatic quotes to sell additional products or renew a subscription. Additionally, subscription-related payments can be managed automatically through integrated payment systems such as Stripe, Paypal, PayU, Ingenico, Adyen, and Authorize.net.
This unique feature offers an advantage that no other cloud-based CRM software provides, helping you more easily convince your customers to make a purchase!
Sales Cloud replaces:
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Salesforce
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Zoho CRM
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MS Dynamics CRM
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SugarCRM
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VTiger CRM
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Suite CRM
Additionally,
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Slack
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Wix
Sales Cloud includes:
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Contact and Activity Management
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Lead Management
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Opportunity Management
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Quote Management
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Order Management
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Inventory Management
Additionally,
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Collaboration
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Website Content Management System
Some Solutions You Can Integrate with Sales Cloud
Marketing Cloud
Bulk Email Sending, Marketing Automation, Live Chat, Survey Management, Event Management. Everything you need for marketing is on a single platform.
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E-Commerce Cloud
With E-Commerce Cloud, set up, manage, and grow your e-commerce processes! And integrate them with other CloudOffix processes without needing additional applications.
Invoicing Cloud
Track your invoices and payments using Invoicing Cloud with support for E-Archive ve E-Invoice
Test All Features with the Free Trial Version!