Close er en alt-i-en CRM-software, der giver brugerne mulighed for at administrere relationer med kunder og kundeemner. Platformen tilbyder salgsautomatiseringsfunktioner, der kan understøtte leadgenerering og interne salgsprocesser. Close gør det også nemt at kommunikere med og pleje kundeemner. Ved at give brugerne et centraliseret værktøj til leadgenerering kan brugerne definere en strømlinet salgspipeline, der nemt kan organisere dit team og arbejdsstrømme.
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Segment |
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Deployment | Cloud / SaaS / Web-baseret, Desktop Mac, Desktop Windows, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (liverepræsentant), chat, e-mail/helpdesk, ofte stillede spørgsmål/forum, vidensbase, telefonisk support |
Kurser | Dokumentation |
Other languages | Engelsk |
- Ease of use, especially for sales reps - Smart views enable quick and easy mini-reports - Bulk editing of lead (company/account) records is extremely fast
- Out-of-the-box reporting, while easy-to-use, offers far too few options for companies that are scaling quickly - User roles and permissions, although continually evolving, are far too simplistic and do not address many key security concerns - Something as fundamental as lead ownership is not something that exists natively but rather must be added as a custom field, creating the need for custom-developed solutions (in-house and third-party) to make up for the lack of native functionality
Our company switched to Close.io from an industry-leading established CRM due to problems with integrating it into our existing work processes and systems. Clearly, the biggest benefit that we have seen since implementing Close.io has been an increased rate at which sales reps are working through their case loads and closing deals. On the other hand, the inherent system limitations within Close.io, due to its simplicity, have caused a considerable number of headaches for the marketing/sales operations team. Not the least of which, there is no automation to speak of natively within Close.io, so we have had to rely on a number of third-party tools as well as our own developers in order to keep the amount of manual data maintenance work at roughly the same level as before we switched to Close.io