
I have a good overview of my existing customers, what solutions are in use, what can be sold, when agreements end and need to be reviewed again. It is very good to keep new sales under control and move them forward in stages, in addition, it is very convenient for our internal exchange of information, making worksheets for different departments that need to be solved, communicating with assistants, sending them tasks. I always get a feedback email when someone has solved my worksheet, added something to it or completed it. It is very convenient to work this way Review collected by and hosted on G2.com.
Sales offers could include more information about our company, shape the content of the offer, and have more flexibility in preparing the offer. Review collected by and hosted on G2.com.
Hi Taavi, thank you for the fantastic 5-star review and for sharing your experience as a Corporate Key Account Manager. It is great to hear that Scoro effectively "keeps your clients' information and controls them," giving you a complete CRM and pipeline overview to manage your sales funnel and upcoming work efficiently. We are also thrilled that you value the clarity it brings to your existing customers and agreements, as well as the convenience of the internal worksheets and notifications that streamline communication with your assistants and departments.
Regarding your feedback on the flexibility of sales offers, you can actually customize the look and content of your quotes significantly by navigating to Settings > Site settings > PDF templates. Here, you can add specific company information, modify headers and footers, and rearrange content to better shape your offers . For more details, you can check the guide linked below on how to personalize PDF templates.
We appreciate you choosing Scoro to manage your clients and workflows!
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