Customers and communication
3 articles
- Adding Organizations and Contacts and Merging Duplicates in "Edara CRM"Before you call a customer, you need to see the whole account: who you know at the company, which deals are open with it, and when you last spoke. When that is spread over a rep's phone and scattered files, two people on the team call the same person, or the purchasing manager's number leaves with the colleague who had it.
- Logging Activities and Following Up on Tasks in "Edara CRM"A deal doesn't move on its own. It moves with today's call, next week's meeting, and the quote you promised to send. When all that lives in a rep's memory or a side notebook, someone misses a date, the manager only learns what happened with a customer by asking, and the colleague who takes over the account starts from zero.
- Connecting Gmail and Google Calendar to "Edara CRM"A sales rep spends a big part of the day in email and the calendar: answering a customer, sending a proposal, booking a meeting. When that stays in the rep's own mailbox, a teammate doesn't know what the customer was told, a meeting booked in the calendar never makes it onto the deal, and whoever takes over the account starts by asking the customer what came before.