Today follow ups provides details of your follow up for Deals, Leads, Tasks, Quotations, Payment, Sales Visits.
Catalystk software allows follow up of Deals, Leads, Tasks, Quotations, Payment, etc. Follow up is the primary tool to improve sales and collection in any company. In order to follow up, we need reminders as we tend to forget because of the busy schedule. Catalystk CRM Software makes reminder notification of follow up in your mobile like facebook birthday wishes reminder. All you need to just click the call button on Mobile App and speak to the customer.
Benefits to following today follow ups:
Improves sales by 15%,
Improves collection by 50%
Makes life easy for sales and collection executives
Steps to create today follow ups:
1. Click the “Home” tab and "Today_Follow_Ups" tab.
2. Click on the Corresponding column like Deals, Leads, Tasks to know corresponding follow-ups.
3. Call Customer ---> Speak ---> Update corresponding record with conversation ---> next Follow up time and "save".
NOTE: For any clarifications Kindly contact the support team.