Leads and prospects - Contact Management
HappyFox presents the complete customer contact management solution. Now, you can keep all your contacts in an easily accessible database, and also have them linked to cases using our CRM Integrations
. Maintain the most detailed database of all your contacts so you never have to go looking for one again.
Sales comes with insanely tight deadlines. You need to monitor your tasks, constantly follow up with leads, keep presenting options to them until you close the deal. HappyFox Sales help desk will allow you to create tickets for all your lead tracking, set deadlines and update tickets with your progress. Management will have access to reports to stay up to date on deal progress. Enable seamless communication, right from your desk.
Sales staff Interface
HappyFox was built to make the work of your sales staff easier. Assign tickets to staff, prioritize them based on criticality (importance/size of customer), view recent replies and also add private notes. The private notes feature lets you add a note for your fellow staff member that the customers cannot see. Encourage staff coordination and drives faster sales.
At the end of the day, all that matters is closing a deal. Get rid of the PowerPoint slides and Excel templates. HappyFox Reports
lets you quantify the tickets that were resolved, responded to and closed correctly, so you can just take a look at the report to understand the current position of your sales.
Knowledge Base and FAQ
Share your sales recipe with your team using the internal knowledge base. Extend this further by also giving a detailed Knowledge base and FAQ
system for your customers so they know how to contact your sales team, what the procedures are etc. Never leave a customer in the dark and your sales will automatically witness a positive transformation.
Alignment with other teams
Good sales experience comes from a good synergy with other functions like marketing and support. One needs to know what to pitch before actually pitching it to a customer. Use the Community Forums
feature to post topics, have discussions with other team members, get information that you require for your sales pitch.