Have you ever faced the situation when one of your salespersons keep telling you they go to meetings but you don't see the results, sometimes you can't even know if they have been to the meeting or somewhere else? Sometimes you may just be paranoid, but what if you're not?


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Sales management is not about controlling your sales reps 100%, or making them feel uncomfortable, you want them to be relaxed whenever they meet clients, but you can't ignore the fact that some of them might not do their job at all.

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There are a lot of managers who don't recognize the data and information that flows through their company as an asset. Entrepreneurs or other managers who think about their property regarding human resources, equipment, machines, vehicles, but they never considered data and information as an asset for their company.


Of course, we are not talking about big enterprises here, most of them are small or medium businesses who never thought of data to be a major factor for their activities, companies who never gathered data and they are not afraid to lose it.

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We had this in mind for a long time, and now it is finally ready! We implemented the advanced filtering option in Zimplu CRM which will help you sort your companies, opportunities, contacts, and support tickets using custom conditions.


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Imagine having the option to filter your companies by the number of employees, location, revenue, or domain at the same time with the possibility to export your data to a spreadsheet where you can create custom charts for your filtered database or send emails to the selected companies.

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There are a lot of people who need information right away, and clicking on each contact/company from the list to view an accurate information is time-consuming and not efficient for them. This need is specific to some businesses, but we found out that there are a lot of companies who use Zimplu, and they asked us for this feature.


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We have now implemented this feature, and from now on you will be able to select the fields that will show up as columns in your list of companies, contacts, etc.

How does it work?

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You just received a lead from the Marketing Department, you called, you met the prospect, and everything went well. In the end, you signed the contract, and the new customer seems happy.


Of course you wrote all the discussions in Zimplu CRM, and all the history is there for you and others to see.

But what do you do now?

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Zimplu is the uncomplicated CRM solution used by sales, customer support and marketing departments.

 

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