Aggiungi nuovi campi di testo, numeri, textbox, dropdown, pulsanti radio, hashtag, URL o date a qualsiasi tipo di oggetto. Questi campi possono anche essere importati e naturalmente sono ricercabili.
Processi personalizzati
Hai bisogno di mettere a punto i tuoi processi di lavoro per le tue vendite, la prospezione o la consegna. Aggiungi un nuovo processo o aggiorna un processo esistente in pochissimo tempo. Il tempo necessario è di solito nella discussione per decidere come lavorare.
Esperienza utente
Siamo tutti unici. Perché allora dovremmo avere la stessa esperienza per quanto riguarda ciò su cui ci concentriamo? Con 20NINE puoi personalizzare il menu principale, la pagina iniziale, il modo in cui le informazioni vengono visualizzate nei contatti, nelle aziende, nelle offerte, ecc. Tutto per adattarsi alle esigenze individuali.
Valori predefiniti
Hai bisogno di impostare i tuoi settori, tipi di contatto, categorie di posizioni di contatto o qualsiasi altro valore che troverai in 20NINE, aggiungi, aggiorna o cancella i valori per adattarli alle tue esigenze aziendali e ai modelli di ricerca.
Get going faster with industry templates
Use 20NINE standard or any of our pre-defined industry templates
Reduced setup
Faster onboarding
Higher adoption
Each setup template includes…
Processes
20NINE comes with one or more predefined industry specific processes that easily can be modified and complemented.
Products / Services
20NINE comes with a predefined set of industry specific product groups, product types and products that easily can be modified and extended.
Categorisations
20NINE comes with a predefined set of extra industry specific data fields and dropdown values that also can be modified.
It’s all there, out of the box, just import your data or add leads from LinkedIn with LeadClipper
Insurance
Get a relevant categorisation to quickly take control of all your prospects and customers. Use personal mass emails via Office 365 or Google to send the right message to the right people, to secures warm call lists and a high closure rate. It has never been so easy to prospect and keep track of all prospects and renewals.
Legal
In addition to using 20NINE to get new clients, 20NINE’s legal template comes with ready-made processes for both civil and criminal cases. In addition, the complete information structure including standard terms and lists. With 20NINE, you gain control of all your clients, cases and your communication out of the box.
Car / Vehicle dealers
The template includes processes for new sales and servicing existing customers. Get a pre-defined information structure to keep track of who drives what, which representative has the relationship. Use the template for both the business and private sales.
Consultants
This Consultants template includes processes for new sales, existing customers and extensions to existing projects. List your consultants as resources and activity reports showing booked and pending work.
Saas
The template contains processes for new sales and for extensions, a started product directory and an expanded information structure to streamline your prospecting, sales and client management. Use 20NINE also for your customer success processes.
B2B Consumer electronics
The template comes with a complete process for new sales and a process for renewals, a started article register and an expanded information structure to facilitate and streamline your prospecting, sales and client management.
Finance / Investments
Replace your Excel lists and easily classify your different types of investors and what they are focused on. Work with targeted communication and invitations via personal mass emails to quickly find the relevant investors for each investment object. Also get a clear overview of how the investment objects are pushed forward through 20NINE’s out of the box investment process.
