CRM and Sales Management

Manage the entire sales process

With Visma Severa, you can track the progress of your sales in different phases of the sales process and predict future sales, invoicing and need for resources. In addition, you can find all customer information in one place.

Sales Management

Manage your sales and customer relationships and make monitoring easy

Offer your sales personnel a tool to plan and monitor their work effortlessly. With the help of activities, ready-made price lists, the proposal tool and automated invoicing, everyday work runs smoothly. With the help of views and reports, you can manage all phases of sales and be able to target the sales on services with the highest margin.

Customer Relationship Management

A better customer experience through customer relationship management

When you find all relevant information in one place, you will know what has been agreed upon with the customer, how the project is progressing and how the customer has been invoiced. Based on the compiled customer information, you will also answer your customer more quickly without time-consuming investigations.

Sales CRM

An everyday tool for sales personnel

In Visma Severa you can easily build up your own dashboard and gather all the relevant information for each. The sales personnel can easily track activities and proposals and plan their sales work in each phase of the sales funnel on their own dashboards. You have all the tools and features to boost the sales up to the next level.

Create price lists

Create ready-made price lists for services, products and hourly billing and link them to the customer information.

Schedule

Schedule phone calls, meetings and tasks in the calendar. The system reminds you of agreed contacts and archives them in the customer’s history.

Utilise the history data

Utilise the information on previous projects in your proposals. Based on realised margins, working hours and schedules, you can price your projects correctly.

Measure, direct, manage

Utilise the available sales indicators such as the sales forecast, hit rate and real-time sales profit. Understand the background and direct your sales to the right direction.

Up-to-date sales funnel

Each salesperson’s personal sales funnel is easy to update with the drag and drop feature. The salesperson can see their workload at a glance, and the management is always up to date with the team’s situation.

Combined proposal tool

Create all the proposals easily in the same tool with all the customer information. All proposals are saved in Visma Severa for later use. You can also create a project plan based on the offer just by one click.

Reports and Sales Forecasts

Predict future sales, invoicing and need for resources

Track the sales forecast and estimate the invoicing and need for human resources in the coming months.
With invoicing and profitability reports, you can direct your sales towards more profitable services and projects.

CRM to compile important customer information together

Improve the customer experience by finding the necessary customer information quickly in one place. For example the customers’ basic information, contact persons, customer history and previous projects with invoicing are easily available to customer service, sales and invoicing.

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