Business modes and the offline app
Capturing Different Sales Approaches for Each Company
Teams that work like agencies and those that sell solutions have different sales characteristics. This update adds flexibility to align CRM with our organizational approach.
What's New
Business Mode Switcher
- Switching between Agency / Solution mode will adjust the screens, metrics, and estimates accordingly.
- Naturally operate different sales models within a single product.
Smarter ICP Evaluation
- Separate ICP criteria by business unit (BU) and customize guidelines, while AI scores in real-time.
- Changes to the criteria are immediately reflected in the scores and automatically saved.
Anytime, Anywhere, Even Offline (PWA)
- Transitioned to a PWA, which operates more smoothly even in unstable network environments.
Web-to-Lead Automation
- Inquiries received via web forms are automatically converted to leads, and it follows through with ICP evaluation and internal notifications all at once.
Overview
| Area | Provided Features |
|---|---|
| Flexibility | Agency/Solution Business Mode |
| ICP | Criteria by Business Unit · AI Real-time Scoring |
| Accessibility | PWA Offline · App Installation |
| Inbound | Web-to-Lead Automatic Conversion |
Instead of a CRM that fits into a fixed framework, a CRM that adapts to our approach. Try switching modes now.