Sales process support for financial service providers
CRM process descriptions, screenshots and demo videos:
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update.sales offers your Sales department the perfect tools for more success with your customers. In addition to the classic functions such as call management, sales planning and control, opportunity management, and offer and order processing, there are also numerous industry-specific processes available. |
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Consulting documentation Consulting is documented automatically and according to the legal regulations. |
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Sales planning and monitoring Automatic target/actual comparison as well as diagrams on a time or person level |
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Offer and application management Support from the recording to the processing of new business |
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Products and contracts Information about accounts, products, contracts, insurance policies, and third-party products |
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Work order management Proactive instrument that can be used for sales control |
Industry customers:
CRM for Construction & Manufacturing
Life Science customers:
CRM for pharmaceutical and medical technology industry
Financial service customers:
Financial services companies using update CRM
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