Optimize Business Processes and Increase Sales with CRM
From sales directors to sales, marketing, and customer support teams: ToBeFlow is the CRM software developed by PONTUAL that brings more efficiency and results to companies’ business processes.
With a wide range of interdepartmental features, this solution allows you to centralize and simplify operations, analyze data, and improve strategic collaboration between teams.
100% Adaptable Cloud CRM Solution to your Needs
Hosted in the cloud and accessible through the browser, ToBeFlow is the ideal solution for on-the-go teams that need to track sales processes and record information at any time.
Sales pipeline management
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Access all sales processes, from identifying Opportunities to closing deals.
CRM software provides detailed management of each lead, automating contact scheduling – all to ensure you don’t miss any opportunity to close a sale.
Process monitoring
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Updated in real-time, the dashboards provide an immediate view of indicators such as the conversion rate, allowing you to assess the sales performance of sellers and whether sales targets are being met.
Notifications and Reminders
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Do you find it difficult to keep up and establish frequent contact points with all your clients and leads? CRM allows you to automate tasks and processes, whether it’s sending a promotional email or an automatic SMS, as well as setting reminders for scheduling contacts, meetings, and other commitments.
Advanced analysis and reports
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CRM software feeds on recorded data to generate detailed analyses and reports on sales performance, marketing campaign results, customer support metrics, among others. Marketing teams can thus calculate ROI (Return on Investment) in a simplified way and understand the impact of their activities.
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Increase Customer Satisfaction and Loyalty
Regardless of the sector or size of your company, customer relationship management is a key factor for your success. ToBeFlow, PONTUAL’s CRM software, was developed to centralize all commercial information on a single platform, allowing for more personalized contacts with your clients, thus increasing their satisfaction.
Turn Leads and Business Opportunities into Sales
By enabling effective lead tracking, CRM simplifies the identification of opportunities (OPVs) with a higher probability of sale, making the process faster and increasing the likelihood of closing more deals successfully.
360 View of the Customer
With the information stored in a centralized and systematized way, CRM allows you to quickly access the entire history of interactions with the customer.
Agile Customer Support
Take advantage of a ticketing system that allows you to easily manage customer support and meet your customers’ needs in a more personalized way.
24/7 Data Protection
Your information is housed in datacenters with advanced security technology and daily backups that guarantee its recovery in the event of loss.
Modular Solution that Grows with your Company
Centralization of Information
Integrate the tools you already use with CRM so that information flows between the various platforms without wasting time or making mistakes.
Automatic Updates
ToBeFlow is periodically updated by our development team and therefore requires no intervention on the part of the client.
Specialized Support
Benefit from the support of a team that knows the solution like no other and knows how to expand its potential and add value to your business.
More than a CRM, we offer a better sales process
Contact us and schedule a no-obligation demonstration to find out how our solution can transform the commercial management of your business.
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Frequently Asked Questions
What is a CRM and why does my company need one?
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A CRM helps improve customer service, optimize sales, automate processes and make informed decisions based on data, resulting in greater operational efficiency and business growth. If your company is interested in improving these processes, you should consider acquiring CRM software.
What is a cloud-based CRM?
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My sales team has several objections to adopting a CRM tool. How can I convince them of its advantages?
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The implementation of new tools and processes, such as an ERP or CRM, often generates resistance within teams. However, establishing good communication with all those involved, focusing on the benefits that the platform can bring, helps to reassure your employees.
Here are some tips for getting around the main objections raised by employees when adopting a CRM:
- Complexity of the tool: Teams may fear that using a CRM will make business processes more complex and time-consuming. Explain to your employees how the tool helps to simplify processes, automate repetitive tasks and even provides greater visibility of leads and opportunities.
- Changing routines: The need to enter data into the CRM with every customer interaction often makes sales people apprehensive. Help them understand that each record helps to create a customer profile, understand their needs and make future decisions based on a history of reliable data.
- Excessive control: Some salespeople fear that CRM will be used to monitor their activities. It should be noted that the aim of the tool is to improve the sales process and customer management, bringing benefits to the sales people themselves, such as visibility of the pipeline and automation of tasks.
- Lack of training and support: Faced with this fear, make sure your teams have the full support of the CRM provider, who should provide training before they start using the tool and maintain technical support over time. By choosing ToBeFlow CRM, you benefit from this support as well as tutorials and other materials to help you use the tool.
