NOEVA, every day
Five offer templates, built on how we actually sell
We use NOEVA CRM ourselves, every day. Our offers follow five templates built on how we actually sell, and call notes are written by an assistant, with our confirmation.
Module 02/06 · NOEVA CRM
Ready for the agent swarm.
Leads, companies, offers, quotes and activities, handled by people and agents through the same entry point and under the same rules.
- Video
- 02:03
- Chapters
- 05
- Role
- Sales
- Status
- Available
01 The problem
How much of your CRM was updated this week? And by whom?
- 01 In almost every company, the CRM is an archive waiting to be filled.
- 02 The team writes little in it, and late.
- 03 And only one person knows how to put a quote together.
02 The idea
The interface is no longer the centre. People work on the CRM, and so do agents.
03 People and agents, one entry point
People and agents, one entry point
Anything a person can do, an agent can do too: leads, companies, offers, quotes, activities. Through the same entry point, under the same rules.
04 Preview, then confirm
Preview, then confirm
Agents write to the CRM, but never blind. Every change goes through a preview, and a confirmation.
05 Structures that fit
Structures that fit
The structures aren't fixed. Leads, companies, offers, quotes and activities each have their own templates, as many as you need.
06 Quotes, done your way
Quotes, done your way
A quote brings together the CRM data, the latest purchase price from your ERP and your own pricing rule, written once for the whole team.
07 The agent swarm
The agent swarm
The repetitive work is done by a swarm of agents. They load contacts, profile companies from the web, analyse documents. And they run on a schedule.
08 Use cases
Manufacturing company
The quote the ERP couldn't produce
The ERP couldn't produce quotes. Now the CRM reads the latest purchase price, applies the company's rule and generates the quote. The ERP stays where it is.
09 Where to start
One pilot. Two months. Ten salespeople.
- 01
A quick start, with your history brought across.
- 02
Team adoption and training.
- 03
Fine-tuning, around the way you work.
10 Frequently asked questions
01 Can agents change the CRM unchecked?
No. Every change goes through a preview and a confirmation.
02 Can I adapt leads, offers and quotes to the way we work?
Yes. The structures aren't fixed: leads, companies, offers, quotes and activities each have their own templates, as many as you need.
03 Can quotes use prices from our ERP?
Yes. It uses the latest purchase price from your ERP and your own pricing rule, written once for the whole team. The ERP stays where it is.
04 What do the agents do?
The repetitive work: they load contacts, profile companies from the web, analyse documents. And they run on a schedule.
05 How do we start?
With a two-month pilot for a team of ten salespeople: a start with your history brought across, then adoption, training and fine-tuning.