- Find the right customers
- Build more sustainable relationships
- Reduce the cost of sales
- Increase employee productivity
- Offer better customer service
- Improve customer retention
Contacts can be your probable lead or just a normal contact in your CRM Phone Book that might convert later.
A contact can also be someone who is associated with one of your leads but may not be in touch with you regularly.
For ex: A contact can be an accountant of one of your leads linked to one of the Organizations.
Task management is the efficient allocation and distribution of tasks, time, and resources in an organization to carry out a scheduled task related to a particular lead.
Note: Tasks and jobs are two separate entities inside Wakeupsales. To know more about jobs please scroll below.
A Wakeupsales project is a collection of ‘Jobs’ (you can refer it to tasks) and is defined according to your organization’s requirements.
Note: Inside Wakeupsales, a project can be defined & managed in two ways;
1. Dependent on an ‘Opportunity’ & ‘Lead’
2. Independent of an ‘Opportunity & Lead’ – Standalone Projects
When you Win & Convert an ‘Opportunity’ > you can directly choose to ‘Convert an Opportunity to Project’. And from there on you manage the entire project with your entire team right inside Wakeupsales.