Client management
Every client and every proposal in the same system, with the next step in sight.
From the problem to the solution
- What happens today:
A client asked for a quote three weeks ago, somebody promised to answer, and nobody can say whether the answer was sent.
What happens instead:No request for a quote is left without an answer.
- What happens today:
When a salesperson leaves, what that salesperson knew about the clients leaves as well.
What happens instead:The history of every client stays with the company.
- What happens today:
You cannot say how many proposals are open right now, nor how much those proposals add up to.
What happens instead:You see how many opportunities exist and what they are worth, today.
- What happens today:
Putting a proposal together takes hours, because everything is typed in again.
What happens instead:The proposal comes out filled in with the data that is already in the system.
- What happens today:
In a full week, following the client up is the first task the team postpones.
What happens instead:The follow up happens even when the team is busy.
- What happens today:
You lose sales and you do not know at which point those sales stop.
What happens instead:You see at which stage the sale stops moving.
What DRAKIX delivers
A single system that holds everything that has happened with each client: the first conversation, the proposal that was sent, the signed contract, the last complaint. Whoever opens the record understands the whole relationship without asking anybody, even if that person has never spoken to that client.
Around that, the system takes care of what comes next on its own: it reminds the salesperson to answer the client, it sends the follow up message, it produces the proposal already filled in and it shows the owner where the opportunities have stopped moving.
What is included
Includes 11 itemssee all of them
- Catalogue with quotesShows products and receives requests for a quote instead of a direct sale
- Client and negotiation history, also called CRMGathers the history of every client and every negotiation in the same system
- Online bookingThe client chooses an available time and the diary records the booking
- System dashboards and reportsShows the figures of the system itself on screens and in reports you can export
- Integration between systems, also called APIConnects two different programs so that they exchange data automatically
- Migration from the old systemTransfers clients, orders and history from the old program to the new system
- Contracts and electronic signatureSends, signs and keeps contracts with legal force across the European Union
- Process automationLinks the steps of the process so that each one triggers the next
- Automatic messagesSends emails and messages on the date or at the event that you define
- Generation of completed documentsFills proposals, receipts and contracts with the data that is already in the system
- Client service through WhatsApp, also called WhatsApp Business APIAn official conversation on WhatsApp, connected to your system
Every DRAKIX project includes security, privacy, performance, accessibility, a daily copy of your data and a warning when something goes offline.See the standard