Sales Optima is a Customer Relationship Management (CRM) platform that allows businesses to establish, organize and manage their customer contacts in an efficient manner.
Sales Optima merges all of the business’ customer contacts in a single contact management interface that is fast and easy to use, allowing the business to skim through customer information and manage customer relationship effectively. It is a cloud-based service so that businesses can get access to information even on their mobile devices.
Appiskey was given the task to come up with an app that will allow businesses to manage all their sales activities from one platform such as organizing customer contacts, scheduling appointments, keeping track of leads generated as well as important tasks/dates.
Sales Optima is a company based in Chicago that provides Customer Relationship Management (CRM) solutions to businesses. They provide businesses with a customer management interface that merges all of their contacts in one place, allowing them to streamline and improve their communication with their customers and consequently, generate more leads.
Their customer relationship management solutions are user-friendly, attractive and cloud-based so that businesses can get access to information from anywhere, be it the office or while on the go.
While a mobile website does have the benefit of being accessible from anywhere, it cannot beat the functionality and speed that an app has to offer when being used from a mobile device. This happens because websites store their data on web servers while apps use mobile devices for the purpose.
Sales Optima wished to resolve this problem by having an app designed that can have all the features of their current interface.
Sales Optima provides a one-stop solution to manage all of your business’ contacts. It is a complete Customer Relationship Management system. Companies using this app are able to easily manage all their sales activities from one single app as it gives them easy access to all their customer information in one place and an effective way to keep track of appointments/tasks assigned to different individuals within the sales team as well as the leads generated.
The Calendar feature is highly useful, allowing the sales team to enter all appointments and tasks into the app so that no important dates are missed. The company can store data about its customers in as much details as it wishes to, which can then be used for various purposes. The leads section gives information about the status of each opportunity and the need for future follow-ups.
The developers faced the following challenges while designing the Sales Optima app:
Sales Optima has helped companies streamline their sales and communication functions so that they are as efficient as possible. By integrating all of the company’s information in one place, the app has proven to significantly reduce the time and cost involved in managing interaction with current and potential customers and generating leads. This has helped businesses improve their relationships with their customers and gain a competitive edge in the market, ultimately resulting in sales growth.
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