Retail

The current situation

The trade sector is one of the most important sectors for the economy. With the evolution and expansion of markets this sector has evolved, perfecting and diversifying so much that currently much talk is of eCommerce (the buying and selling of products or services through a computer connected to the internet).

The requirements

Companies working in the trade sector above all need to integrate the company, the client and the suppliers. This means that the company must place the individual at the centre of its business by “People Ready”. It’s imperative to understand internal data and market trends in order to optimize advertising campaigns and launch new products, integrate and automate company processes and increase sales. In addition, it’s of fundamental importance to be able to have constant access to up-to-date information on company activities: it’s a well-known fact that staff who have all the necessary information on clients and the company are able to work more rapidly and more efficiently.

The solution offered by PAT

Automating sales processes and improving sales network efficiency with real-time assessment of open negotiations and deals won, means adopting a solution which can manage client data, processes, prospects and the sales team.

InfiniteCRM is a solution developed for companies who wish to use a single interface which facilitates the management of its relationship with its clients but at the same time generates concrete, effective results.

The SFA module of the iCRM application suite includes all the functionality necessary for the management of client accounts, activities carried out, planned activities (to dos), sales documents, quotations and business opportunities. The sales force accesses (online or offline) existing or potential client data and finds all the information rapidly, speeding up contact and sales processes and reducing the time spent on purely administrative activities. Your staff can carry out a whole range of activities easily via the user-friendly interface and ability to perform a variety of transactions from a single application.
Sales representatives can, for example, analyze client contact and commercial data via the integration with Microsoft Outlook, as well as visualizing activities, accounts, information on the competition and numerous other functions besides.