Navicon Professional Services
B2B sales & client relationship management for professional servicesHave the information about your clients and sales on your fingertips!
Navicon Professional Services is the IT solution for the companies that offer professional service (audit, consulting, system integration, etc.) and comprise of 100+ employees.
Main solution users:
- Sales directors, development directors and their assistants;
- Sales persons, account managers;
- Important production staff that also participate in sales and interact with clients;
- Analysts, risk professionals.
Around 1450 users are already taking advantage of the solution.
You need to
Gather as much information about your clients as possible and keep the detailed history of interactions with them
Evolve your relationships with clients, nurture their needs
Monitor your sales pipeline (the conversion rate by stages)
Analyse the sales efficiency for particular managers, subdivisions, services, and client segments
Ensure a strict policy of data access differentiation
Access the system from any location and any device
Aggregate and organize all the information about your clients
Navicon Professional Services allows you to maintain the reference list of clients including the hierarchy of organizations and the clients' segmentation by industries, priority, territories, informal groups, etc. The data on legal entities can be enriched from external sources.
Ensure the transparency of your interactions with clients
The solution allows you to manage client relationships, giving you the full picture on each particular employee regarding their level of contact with a customer, as well as on the ways used to influence the customers' decisions.
Analyse your sales in depth
The solution enables you to monitor the sales process by stages (sales pipeline), forecast your sales for the near future, and analyse the previously achieved results.
Adopt the systems approach to sales management
Navicon Professional Services ensures an end-to-end process from the registration of a lead to the emergence of a contract/project, including risk estimation procedures and the initiation of the contract/project in the accounting system.
Integration with Microsoft products (Outlook, Excel, Skype for Business)
Unique system of data access differentiation
The possibility of integration with external data sources
A simple and transparent end-to-end sales process, support for various types of deals
A toolkit to evolve your relationships with clients and nurture their needs
The possibility of using ClickDimensions to manage marketing and loyalty