Inception CRM’s customer management makes it easy for sales teams to find and stay focused on the right customers for your business. When it comes to successful customer relationships, knowledge really is power.
Target Groups help sales teams prioritise customers who are important to your company. Reps never have to be stuck wondering where to go or whom to talk to next. Or even what to offer them. Target Groups keep them focused on the right customers and the right messages, every time.
Our vision has always been to create customer management software that helps sales reps truly know their customers. With Inception CRM, that vision is now a reality.
Profiles make it really easy to classify contacts into useful segments that help you track the development and actual potential of each customer relationship.
Recent Activities allows users to easily review the contact history of each customer, with helpful summaries of each interaction.
Orders provides an easy way to quickly review all the orders a customer has made for your company’s products.
Expenses displays all of the direct investments made on behalf a customer. The user can choose to focus on their own expenses, or view those logged by other users, as well.
Notes displays free text notes created by reps when filling out call reports or added ad hoc to a customer’s card.
Warehouse shows the history of samples and promo goods given to a customer by every rep who has visited them.
Inception CRM lets users update customer data directly inside the application, making it easy to manage important changes.
Inception CRM gives users an easy way to update customer data and add new customers directly inside the application. A structured review process makes sure each request is reviewed before it is added to the live database. This makes sure that your database is not only complete and up-to-date, but also trustworthy.
Whether updating current contacts or adding new ones, Inception CRM’s update request process guides users through each step. This makes it very easy to manage customer changes and add new contacts quickly. Trusted users can even have their updates automatically approved so they can start working with them right away.
Inception’s flexible order taking module allows Reps to create customized offers that retail buyers will love, ensuring your success at each point of sale.
Inception’s intelligent workflow-based planner keeps Reps productively focused on the right tasks so that every sales campaign is a success.
Inception CRM gives Reps an easy way to capture their expenses and promo stock usage on the fly for improved management of all in-field sales spend.
Inception CRM saves sales teams time while increasing their productivity, effectiveness, and efficiency.