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CM-CRM

The Customer Relationship Management solution designed to organise and develop relationships with Customers and Prospects.

It centralises contacts, activities, opportunities, quotations and campaigns, giving the sales team a complete view of the history and status of each relationship.

Alongside typical CRM features, it can suggest promising new prospects for your business and provide relevant contact details, helping salespeople identify new opportunities and build concrete relationships.
The CRM for Understanding Customers and Finding New Opportunities!
Some Key Features:
Customers & Prospects
CM-CRM centralises master data for Customers, Prospects and Contacts, organising sales information, references, notes, classifications and relationship history. Each record can be segmented by criteria useful to the sales team, making targeted sales activity and shared customer knowledge easier.
Opportunities & Activities
The system tracks opportunities, negotiations and sales activities through every sales stage. Calls, appointments, notes, deadlines and tasks can be linked to a customer or prospect, so the sales team knows what has been done and what to do next.
Suggested Prospects
CM-CRM supports business development by suggesting potentially relevant companies based on your company's profile and needs. For identified prospects, it can provide relevant contact details, allowing the sales team to start with selected opportunities instead of relying solely on manual research.
Campaigns & Analysis
Segmentation, campaigns and sales activities can be organised and monitored in one environment. CM-CRM assesses opportunity progress, results and quality, helping focus on the contacts with the greatest potential and improve sales effectiveness over time.
CM-CRM customer, prospect and sales opportunity management
Key Benefits
A single view of customers, prospects, contacts and sales activities.
Structured management of opportunities and the entire business relationship lifecycle.
Suggestions for promising new business prospects.
Relevant contact details to accelerate business development.
Less manual research and greater focus on promising opportunities.
Customer and prospect segmentation for more targeted campaigns and sales activities.
Shared relationship history for a more effective sales team.
All Infrastructure Options Available:
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We can supply a configured physical server or use one of yours, supporting all your system administration needs.

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We can provide a configured cloud environment or use one of your virtual machines.

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We can deliver all our software as a service, taking care of the infrastructure and management for you.

CM-CRM business development and customer relationship management
Distinctive Features
Complete Sales Master Data
Customers, prospects, contacts and sales information are organised in one environment shared by the sales team.
Relationship History
Activities, communications, notes and progress remain linked to each contact, creating a complete view of the relationship over time.
Opportunity Management
Opportunities can be tracked through statuses and activities, making ongoing negotiations easier to monitor.
Suggested Prospects
The system can suggest promising companies, providing a practical starting point for business development.
Relevant Contacts
Suggested prospects can include useful references to facilitate the first sales contact.
Segmentation
Customers and prospects can be classified by criteria and markets, supporting more precise campaigns and sales activities.
Planned Activities
Appointments, follow-up calls and tasks can be organised to maintain continuity in customer and prospect relationships.
Sales Monitoring
Opportunities, activities and results become easier to understand, helping the team focus on contacts with the greatest potential.
Do you have a specific process to digitalise?

Let's review your workflow, existing integrations and operational priorities together.

Let's talk!
CONTACT US
Have a question? Get in touch!

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Contacts

Via Ferruccio Ferrari 4
Reggio Emilia 42124 (IT)

Mon-Fri: 9:00-12:30 14:30-18:00

+39 0522 383025

info@cismet.it