Field sales Enablement Platform with Our Smart Sales
Smart Sales is your one-stop shop when it comes to improving sales on the road.
Whether you want to centralize your data, get real-time updates, improve sales performance, or get a full view of your KPIs, we’ve got your back.
Discover how Smart Sales can help you have greater control over your sales process, use your team in the most efficient way, and tap into unexploited potential.
Customer Information
Customer information is your greatest asset. We make sure that you always have a complete history of interactions and orders linked to every customer. Smart Sales helps you get accurate and up-to-date information like no other solution can. The best sales operations are data-driven. We can help with that.
Visit Reports
Get complete visibility over what happens during visits and appointments. Tailor your visit reports and forms so you have the exact field data you need to make informed decisions. Access and exploit data at a whole new level.
Communicate
Communication is the basis of efficiency. And efficiency is paramount for customer satisfaction. Smart Sales allows your reps to constantly be in sync with you. Any update they make is received in real time in the back end, and the back office can send notification to the rep right in the app.
Our CRM Best Features
Companies & organizations have relied on TopBot CRM to achieve their goals!
Contact Management
Stores contact information such as names, addresses, and social media accounts in a searchable database. While all CRM software offers contact management functionality, youll want to look for a layout and usability that make sense to you.
Interaction tracking
Add notes and track interaction history to document conversations with specific contacts. As you compare shortlisted solutions, think about how many times a prospect will change hands as they move through your sales funnel. You want to choose CRM software that allows all necessary parties to collaborate.
Lead Management
You can add lead, account and contact easily in CRM and keep relationship between contact and account. You can search in all of the customers by all fields that filled with one click. Also, you can customize customers table list columns by your needs.
Sales & Service Management
In an organization Customer Service is the process of delivering information and services regarding all the products. Ask a sales team member to look at this feature with you for all software on your shortlist.
Quotes/proposal management
Create and send quotes or proposals to customers. If the nature of your products/services often requires some back and forth over contracts and proposals, then centralizing that process within your CRM software is a handy, helpful feature.
Reporting/analytics
With reporting and analytics functionality, you gain the ability to run reports based on factors like geography, funnel stage, and even individual sales team member. This kind of detail allows you to effectively troubleshoot problems as they arise and maintain an in-depth understanding of your entire sales process.