CRM and Lead Generation
Datalyse allows you to generate and/or manage sales opportunities, identifying potential contacts for our business or the service we can offer and advising them throughout the sales process.
Create business opportunities
Study and analyse interested contacts in advance to shape the sales process and accelerate the closing of deals.
Los
states of opportunityThe "Opportunities" section allows us to have a structured follow-up of our opportunities so that we do not miss any process or any opportunity. It allows us to have a visual scheme for decision making.
The fields and properties are the relevant contact information that we can see at every opportunity. In Datalyse you can customise your fields according to your needsThis option allows you to edit and create fields for: contacts, companies, opportunities, tasks and budgets.
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OPPORTUNITY CREATION
For companies and/or contacts
Not all companies work in the same way, that's why Datalyse CRM has designed the possibility to create sales opportunities in several locations within our platform.
Create different pipelines of opportunities
In Datalyse you can create different process tables from the Start package. If you have different operational and business processes in your company, from Datalyse you can reproduce them through multiple Pipelines.
Customisable properties
Fields and properties are the relevant contact information that we can see in each opportunity. In Datalyse you can customise your fields according to your needs; this option allows you to edit and create fields for: contacts, companies, opportunities, tasks and budgets.
Reports and graphs
Datalyse can generate its own graphs with information about what is happening on the platform. These graphs can be simple or compound, for example to see in a graph the status of opportunities by agent or to see the status of opportunities by closing date and agent.
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Create automations for opportunities
Datalyse has the possibility of programming actions based on the time of creation of the opportunity and its status, which is an extra help for the user with the aim of closing the sale in less time.
Search of opportunities with multi-filters.
Bifurcations within the automatisms.
Share opportunities within your company.
Assign opportunities for companies and contacts.
New opportunities with Datalyse
Datalyse has developed many tools to manage and visualise business growth opportunities.
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100% configurable. It adapts to your needs.
Add notes of relevant information to timeliness.
Creation of sequences for each of the opportunities.
View the total in various current currencies.
Interconnected with our payment gateway Stripe.
It helps to establish sales strategies.
