A CRM stores contacts, conversation history and sales stages. Novi advisors work with company lists and statuses prepared by head office.
What it means in practice
A CRM (Customer Relationship Management) system manages customer relationships: it stores contacts, conversation history, quotes, tasks and sales stages in one place.
Why it matters for your business
A CRM ensures no customer is forgotten, follow-ups happen on time and you see how many sales opportunities are in progress. It’s the basis of organised selling.
Examples and good practice
- Record every contact and conversation outcome.
- Set reminders for next steps.
- Use statuses, e.g. “new”, “preview”, “offer”, “won”.
- Regularly tidy up old, inactive contacts.
How to use it in a sales conversation
Novi advisors work with company lists and statuses prepared by head office. For clients, the lead inbox (CRM lite) module collects website enquiries in one place.
