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Everything you need to manage your customer relationships
Collect and consolidate all your customers' information and documents in one place
Optimize your conversion rate, closely follow ongoing negotiations, alone or as a team
Understand the buying habits of your customers, detect your best customers and those to follow up
Maintain a personalized relationship with each of your customers to increase their loyalty
Know at all times the status of your customers' order processing, alone or in a team
Have perfect traceability of shipments of products ordered by your customers
Register your contracts and subscriptions, monitor expiration dates
Record appointments, phone calls and other actions in customer files
And that changes everything
You can retrieve your CRM software, files and data at any time.
You can be sure that your data stays in your CRM software.
You decide on developments and in which direction your CRM software should go.
A tool as important as the software that runs your business should be yours ...
I produce wine which is sold by dozens of sales agencies all over Europe. I signed specific contracts with each agency, whether in terms of prices, delivery times, payment methods, possible outstanding amounts and even the duration of the contract. It became impossible for us to follow all these relationships without using Dolisim’s CRM software. We have noticed a considerable saving of time, and above all we are no longer afraid of making mistakes in monitoring commercial relations with our partners.
Tristan Leroy
Producer
We sell alarm systems with remote monitoring. I manage a sales team of 5 people and before using Dolisim, all the monitoring was done by notebook and with Excel files. Obviously the sales management was extremely laborious and I had the feeling that our conversion rate was not optimized, in other words that we were stupidly losing prospects by forgetting to follow up. So we decided to try Dolisim’s CRM software, and everything got considerably easier! We’ve tripled our conversion rate, and when a sales rep leaves the company, it’s very easy to take over the customers they’ve been managing.
Stéphane Magnant
Commercial director
I am an insurance broker and I started my activity 5 years ago. I started to manage my clients with paper cards that I put in filing cabinets. Being very organized and meticulous, this system worked well. But having more and more customers, we receive more and more calls, and it becomes much too long to look for the files of the customers in the cupboards … Although being refractory at the beginning, we have resolved to adopt “customer management software”. And I must admit that my fear was unfounded. The transition went smoothly, and Dolisim’s customer support support was simply impeccable. Today when a customer calls us, we find his file in a few seconds and without moving from our chairs …
Jean Delatour
Broker
We have a small clientele due to the nature of our market. Ensuring effective customer follow-up is therefore essential for us. From the launch of our startup, we chose to work with Dolisim, in particular because the software became our property and that is very reassuring for the future. Thanks to Dolisim we can consult many statistics on our customers and this allows us to refine and retain our customers. We even had a tailor-made dashboard developed to display our KPIs in real time. Very great comfort.
Mélanie Bonnel
Entrepreneur
Yes, you can insert as many contacts per customer file, for example: the general manager, the administrative and financial manager, the sales representatives, etc. There is no limit on the number of contacts per customer file.
Yes, you can build customer portfolios by sales representative. So your team knows who should follow a particular client.
Yes, it is possible directly by editing the customer file, you can add as many sales representatives as you want.
Yes, our CRM software allows you to attach files to your clients’ files, such as scans of company documents or contracts.
Yes, you can do this in the configuration of your CRM software.
Yes, our CRM software offers the assisted import of prospect lists in CSV format. A template with the correct formatting is also provided to you during the import procedure. By doing this, you and your team won’t forget a prospect.
The Dolisim offer is a complete ERP that includes many modules
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