Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Supercharge your business with Getyn Cloud Apps. Get discounted pricing today! Offer ends in:
Since every business and every sale process is unique, tailor your CRM layout to fit each specific sales process, aligning it with your selling approach.
Effortlessly oversee multiple businessesCustomize layouts for various processesVerify data prior to integration into your CRM
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Effectively oversee sales across multiple products, geographies, or processes using a single CRM system. Page layouts enable sales representatives to view and access personalized data, and establish independent workflows. Customize layouts for each new process using fields, links, and buttons tailored to your needs.
When managing multiple products within your organization, displaying detailed specifications for each feature can be challenging. Getyn CRM's Conditional Fields simplify form completion by allowing users to interact only with selected fields, enhancing efficiency and reducing clutter for your sales team.
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The effectiveness of your CRM hinges directly on the quality of its data. Ensure accurate data entry into your CRM by implementing condition checks tailored to the specific criteria of your industry and requirements.
Forms are essential for gathering customer information, but a simple form may not suffice, especially when capturing extensive details. Utilize Subforms to link multiple items to a single customer, such as adding accessories to the primary sale. Additionally, incorporate quantity and aggregate functions to ensure all pertinent information is consolidated within a record.
Data lacks significance without context, and often, CRM data is fragmented across various modules. Enhance data context by establishing links between records across modules: connect Campaigns with Leads, Contacts with Accounts, and vice versa.
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