We strongly recommend 3G Business CRM as it provides a single system for our front end-sales. We especially love the ability to generate letters, faxes, emails and SMS all from the same application. It has greatly increased productivity and simplified our business.
MD Rejoice Relations
Workflow Management
3GB workflow comes with a number of tools such as user configurable Status, Actions and Case Requirements, combined with the system configuration features and the system templates 3GB workflow provides a number of powerful sales automation capabilities.
The Sales Pipeline
The 3GBusiness sales process is totally configurable, with the ability of adding as many Sales Pipeline Statuses, Actions and Case Requirements as required. It is also possible to create multiple sales departments with different sales processes per department.
A Status is a specific stage in the sales process, a case requirement is a task required to be completed, usually triggered as a successor to a status change and without a specific date to be completed and an Action can be described as a manual or automated task that needs to be carried out by a specific date.
| Workflow Management - Customise 3GB to suit your sales process | |
|---|---|
 |
Actions - Ensure highest level of customer service (customers ALLWAYS have an action) |
|
Status - Easily create an follow consistent department specific sales process |
|
Case Requirements - Create organisational libraries and automate with Event Manager |
|
Action Triggers - Use the Event Manager to auto generate FESQL |
|
Automatically Assign Tasks - Utilise the status tools to auto generate specific actions |
|
Workflow Automation - Setup workflow items to auto trigger through each sales stage |
|
Send Custom Templates - Send FES and auto 30 day follow-up action and Event. |
| * FESQL = Fax, Email, SMS, Quotes and Letters | |
