Keep the thread of customer conversations
Scattered conversations, contact details and opportunities make the next call harder to prepare. Keep the commercial context together so you can pick up from what was discussed previously.
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Sales and customer follow-up
Keep track of commercial contacts and the progress of sales opportunities.
Available features depend on your organisation’s modules and add-ons and your assigned permissions.
A day in practice
After an introduction, the account manager updates the opportunity. At the next conversation, the contact and current stage are easy to find.
What this feature brings to your team
Make follow-up concrete
Record the contact, update the opportunity and maintain its progress. At the next conversation, you can see its current stage and decide more deliberately which next step makes sense for the customer.
Commercial collaboration in the same environment
Sales gives authorised colleagues a place for customer follow-up within Wejobby. It suits organisations that want to organise people processes and commercial work in one environment, with access aligned to responsibilities.
Frequently asked questions
Can everyone in the organisation see sales information?
Access depends on the activated add-on and assigned roles and permissions. Decide who needs customer information and opportunities for their work.
READY TO BRING IT TOGETHER?
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a strong foundation.
Discover what Wejobby could mean for your organisation.