InvestGlass is a flexible CRM that can be customized to meet the specific needs of your business. The no-coding characteristic makes it easy to use, even for those with no prior knowledge in coding. You can customize each of the standard tabs and types of records, including adding custom fields and setting page layouts. InvestGlass also provides a wide range of reports and dashboards to help you track your progress and make informed decisions about your business. Whether you’re just getting started or you’re already an experienced user, InvestGlass is the perfect solution for you.
InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.
In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.
Customer Relationship Management (CRM) in the oil and gas industry is different from the more traditional approach as centres on being project-focused and based on key contacts.
The sales team needs accurate, real-time data to collaborate with other members of their team, make decisions about what to do next or how best to adapt in order to operate as efficiently as possible.
CRM helps with this type of project-based pipeline management can be by providing estimates of gross profit, volume and closing dates. The CRM is a tool that helps the sales team to collaborate, decide and adapt easily as well as to increase sales.
Oil and Gas Industry Customer Relationship Management (CRM) in the oil and gas industry is different from the more traditional approach as centres on being project-focused and based on key contacts. The sales team needs accurate, real-time data to collaborate with other members of their team, make decisions about what to do next or how best to adapt in order to operate as efficiently as possible. CRM helps with this type of project-based pipeline management can be by providing estimates of gross profit, volume and closing dates. The CRM is a tool that helps the sales team to collaborate, decide and adapt easily as well as to increase sales.