Build and maintain relationships
Customer Relationship Management
Build relationships,
maintain them through BIP 365
With our Customer Relationship Management (CRM) you're able to follow customers and distribute material directly from BIP 365 to external customers.
You can distribute documents, videos, PowerPoints, contracts etc. to internal and external users by using the document distribution feature. It includes automatic reminders to review/approve documents with EU+ approved electronic signatures.
By utilizing AI reporting it’s possible to follow customer journeys close and calculate for example potential revenue and drop-outs.
Create a unique experience for every employee using the customizable content pages with multi-language support.
Customer Relationship Management
Use pre-defined document structures and templates to ensure business requirements and branding.
Get periodic reminders for review of customers and documentation with advance notice.
Visualize prospect/lead/customer processes through Visio or PowerPoints and embed them on the Intranet.
Only one person needs a Visio license while all other employees can take part of it through the Intranet.
Share Intranet pages with employees without an Outlook email.
Automate review and approval workflows on a granular level for sales and customer documentation to increase productivity and ensure all employees automatically stay compliant.
Distribute documents such as sales material, videos, proposals or contracts via BIP 365 or email.
Follow-up received and read results directly through BIP 365.
Revoke access on updated content and easily re-distribute upon need.
Get detailed AI reports on, for example opportunities, sales count, current sales process stage, sales estimates etc.
Present results directly on Intranet pages.
Changes and updates to processes in BIP 365 are immediate. Which means that all employees will start working according to the new process as soon as it's configured.
Correct user access to documents and libraries are automatically applied when a document is created/uploaded.
Integrate external CRM tools to BIP 365 to streamline collaborations, follow-up, and reporting.
Follow processes and execute tasks on any device
BIP 365 Customer Relationship Management and Contract Management goes hand-in-hand while following a prospect to signed customer.