To close a deal, proper follow up and objections handling plays a vital role. Keep a detailed track of all the follow ups and customers in the pipeline from a single place with respective remarks and required details. Monitor all prospects stagewise and take appropriate actions accordingly with Wortal sales CRM software.
Once a lead is qualified and needs to be nurtured, you can move it to opportunity funnel in CRM. This will allow to focus on quality leads and saving time, energy and team can convert more deals faster. Opportunity can be created in three ways: Manually, by workflow automation and Auto Recurre
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Wortal gives admins complete control over opportunity distribution, allowing them to decide who assigns opportunity to team members. With just a few clicks, opportunity can be quickly filtered and assigned based on set criteria. The mass update feature makes it even easier, enabling bulk opportunity assignments in seconds.
Once you create or get an opportunity, the next step is to reach out and make contact. With Wortal CRM, you can easily connect with the opportunity via call, WhatsApp, or email. All communication details and notes can be logged directly into the CRM for future reference, giving you valuable insights.
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Create and assign tasks to employees directly related to each opportunity, while working on an opportunity. All tasks will be saved in the opportunity section, which will help in considering previous work history and decide future actions.
All documents related to an opportunity, like catalogs or KYC forms, can be stored in one place. This makes it easy to access everything you need without searching at different folders and locations, keeping things simple and organized.
You can see your opportunities in either a simple list or a visual board (kanban view). For each opportunity, you can choose to quickly check the details or feed details in detailed information.
Once an opportunity is created and the desired product is selected, you can generate a quotation with a single click. The quotation will be automatically saved within the opportunity section for easy access and tracking.
Everything you need to know about the Wortal CRM.
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