Digital Fueling

Digital Fueling Sales CRM Software

This proposal outlines the implementation of a Sales CRM (Customer Relationship Management) software to organize sales processes, enhance customer engagement, and improve overall sales performance.

An Overview

Digital Fueling Sales CRM Software

Project Management

You no longer need to use multiple tools to get the job done. The application comes with very advanced features to help you manage your projects. Make your life even easier by taking advantage of the project templates feature and also the project cloning feature.

Task Management

Get the job done by making sure you complete your tasks on time. Use the application’s advanced features such as task cloning, task timers, task reminders and many more, to make your work easier and more efficient. You can assign tasks to your team members and also to your clients.

Time Tracking

Keep track of the amount of time that you spend on your projects, The CRM comes with a full-featured time tracking solution. You can start and stop your timer, or you can manually record the time spent working on a task. You can then easily bill your clients for the time recorded.

Recurring Billing

You can create daily, weekly, monthly or even yearly recurring invoices. The system will automatically create a new invoice and email it to your client.

Leads & Opportunities

Keep track of your opportunities and nurture your leads into paying customers. You can easily capture new leads, using our very advanced form builder. You can then embed your lead capturing forms on any website.

Proposals

First impressions count. Impress your prospective clients with beautifully crafted project proposals. No design skills required, with our easy-to-use interface.

Estimates/Quotations

Clients are more willing to commit to a project when they have an idea of the total cost. The application comes with a very easy-to-use tool for you to create and email estimates to your customers. Your customer can then review and accept your estimates very easily.

Invoices & Payments

We have created a very easy-to-use invoicing system. There is now no need for you to use a third party invoicing application. The CRM enables you to create invoices with many options, such as time billing, product billing, task billing etc. Your clients are automatically sent their invoice via email and they can easily pay for it via credit card or PayPal.

Workflow Automation

Project and estimate workflow automation allow you to automate repetitive tasks. You can determine what happens when an estimate has been accepted by your client or what happens when a project has been marked as completed. Automation improves your team’s productivity and help to ensure that nothing is missed in your workflow.

Task Dependency Management

Creating relationships between your tasks to ensure that work in completed in a prescribed sequence. You can lock a task from being started or being completed, until the task it is dependent on has been completed. Dependency management allows your diverse team to synchronize their work.

Knowledge base

Lower your customer support time by offering your customers access to a self-service information and help repository. You can even create a video knowledge base, by using the YouTube video gallery feature of the knowledgebase,

Implementation Plan

Digital Fueling CRM sales software

The following implementation plan outlines the key steps required to successfully deploy the Digital Fueling Sales CRM software. This plan ensures that the software meets the business needs, integrates seamlessly with existing processes, and provides a robust platform for managing customer relationships

Benefits:

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