Category: Sales

Invoicing is a hot topic for every company, because today we try to simplify management and to have a 360-degree view of everything related to accounting. Furthermore, corporate teams are becoming increasingly liquid and even those who do not work with accounting are required to be aware of it, even indirectly. In order to unify and harmonize information flows, we need a central system that integrates the existing systems. A single access point that collects and exposes data from all company systems. Let’s take an example of a team that deals with sales and marketing. How can a team working with pipelines of new and potential customers view the accounting situation of the same customers at the same time?Below are the advantages of integrating order and invoice management software with CRM systems. CRM and order management CRM software is used by a company to manage relationships with its contacts and customers, by tracking and collecting various information. These are for & nbsp; guide the sales force to plan and execute commercial actions, as well as to improve customer retention and manage the customer in a more targeted way. As regards the management of accounting and billing, among many other data, there are ERPs, an acronym for Enterprise resource planning, that is, planning of business resources and allows you to effectively keep productivity and finance under control. CRM and ERP are therefore two solutions that ideally could be integrated, because with the first (I have more information about the customer and) activities are better organized and a greater number of commercial negotiations are closed, while with the second one manages the sales order and the entire process of fulfillment, invoicing, collection and accounting. ADVANTAGES OF THE INTEGRATION BETWEEN ERP AND CRM SYSTEMS One of the advantages is certainly the transparency and ease of access to data. Thus, all employees can access the customer’s invoice and payment history, useful for example for adopting different and customized customer retention strategies.A greater presence of data also allows you to create more accurate reports. This results in many benefits including better financial planning and cash flow optimization. Savings on business costs. Savings on business costs are also not to be forgotten. The company can achieve many savings thanks to the integration, which allows to standardize the flows in a single system, speeding up management. For example, the integration between ERP and CRM allows for better management of offers and orders: the company can convert the offer created and issued with the CRM directly into order in the ERP, using the same system and saving time and money. < / p> Improved customer service. Finally, another benefit is improved customer service. CRM becomes a useful tool for grouping the information obtained in the sales phase. And the combination of this information with economic indications such as the annual expenditure towards your company, their most recent purchases, credit limits, uncovered invoices, allows you to have a truly complete picture of the individual and his company. When it comes to the integration between ERP and CRM, it is evident how this allows a 360 ° view of its customers, understanding the customer’s loyalty, his preferences and his economic potential faster, so that marketing can convey the message for him. fairer, and customer service can anticipate problems.

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The online world is full of very useful tools of any kind, and knowing how to navigate this jungle is essential to adopt the most functional solutions. In the last article, we suggested 5 “Tech” tools, which if implemented are of great help in optimizing B2B digital marketing processes. In today’s article, we offer 5 other software of the “Sales” genre, always free, capable of supporting you in the selection of opportunities, in the management of business relationships, and in closing sales. My-ip.it When launching email marketing campaigns, care must be taken to have the lowest possible bounce rate, to avoid the risk of ending email communications in the spam folder. This is possible only if in possession of valid contacts, and for this reason there are tools capable of verifying the existence of any email address in real-time. One of them is present on the website www.mio-ip.it: just enter the desired address in the search bar and the software decides in a few moments whether a specific email box works or not, helping you to have a CRM that is always clean and updated. In addition to the email verification tool, the www.mio-ip.it site provides others capable of verifying the IP address of the computer in use, the speed of the internet connection, the reachability of a site, the availability of a domain, and finally extract the email addresses from a text. Grammarly Keybord Grammarly Keybord is a software (also available as a Google Extension) that facilitates the drafting of emails and documents in English. The free version of Grammarly corrects grammar, spelling and punctuation errors thanks to its accurate error detection. In addition, thanks to its artificial intelligence, it offers suggestions as synonyms and provides information on the tone of the message. With these functions, it becomes easier to build texts in English and contact prospects from abroad via email. Calendly Always being busy is good for business, but it makes scheduling a real job. Calendly is an application for managing appointments, events, and meetings, which helps to save time in setting dates. Just send the invitee a link that leads to Calendly, where all your availabilities and times are marked, and people will be able to book a slot among those available (even if they don’t use Calendly). In this way, you can be sure of being free on the date that potential customers book a meeting, as well as eliminating the problem of continuous rescheduling of meetings and long threads of emails and phone calls. MailChimp It is an all-in-one tool where you can manage your mailing lists, create custom email templates, and fuel your marketing campaigns. A tool like Mailchimp is ideal for companies that want to take advantage of email marketing and manage their campaigns easily and automatically. Mailchimp can be purchased in packages, and the “Free” plan includes the management of up to 2,000 contacts, with 10,000 mailings per month and a daily limit of 2,000. VidYard During the smart working period, tools like VidYard have become the key to making remote sales smoother for many businesses. With VidYard you can film and use short videos to add a personal touch at all stages of the sales cycle. They are useful both in the prospect research phase and in the sales and solution proposal phase. The benefits of short targeted videos like VidYard’s are many. From the increase in Brand Awareness to the greater knowledge of one’s product or service, to the establishment of better relationships of trust.

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Milan, Italy Valuelead announces the launch of the Marketing and Sales As a Service ValueSales service, the innovative outsourcing service that allows all B2B companies to use the best digital resources to increase their effectiveness on the market. Using content marketing, advertising, digital programming and the exclusive YourWOO software in “as a service” mode, all companies of any size can dedicate their internal resources to corporate strategic development and drastically reduce marketing and sales costs. “Thanks to ValueSales, finally, even small and medium-sized B2B companies have the best technologies, the most effective contents and the most efficient processes available to them easily and at reduced costs, to sell more and better” said Paolo Tacconi, founder and CEO of Valuelead. “We have thought of those innovative and growing companies that need to reach a widespread and highly contested corporate audience such as that of Italian and European SMEs: ValueSales is the missing promotional and sales tool at flexible costs and predictable results. Among the main advantages. • Complete outsourcing of digital sales & marketing activities, without resorting to dedicated internal resources• Transparent and monthly subscription cost to reduce the financial risk of marketing activities• Program entirely designed for small and medium-sized high-growth service companies that want to reach their customers in the SME world• A team always available to the customer to direct the activity towards the most effective channel• Activation times under two weeks to start receiving and managing quality B2B leads using digital The ValueSales service is already available at this URL: https://www.valuelead.com/en/valuesale-eng/ Who is Valuelead: Valuelead is an innovative digital service provider for the marketing and sales of small and medium-sized service companies. Born in 2019, its mission is simplification and transparency in the provision of digital services for companies. Using the best technologies and resources available, it provides outsourced and “as a service” solutions, revolutionizing the customer-supplier relationship in marketing.It has served dozens of small and medium-sized Italian and European companies, generating thousands of qualified B2B leads for companies in the fields of software, artificial intelligence, security, cloud and legal services and corporate security.

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