HappSales

Features HappSales

Customer-facing teams are constantly under pressure to do more with less – drive higher revenues, and be more productive in less time, with fewer resources at hand.
These teams find conventional CRMs difficult and cumbersome to use.
HappSales is on a mission to infuse happiness in to sales execution and service excellence.
We empower customer-facing professionals with an intelligent mobile app that they would love to use for execution and account management.
HappSales uniquely leverages conversational capabilities to extraordinarily simplify a professional’s life; at the same time help organizations drive sales velocity and productivity – the two key aspects of world-class sales organizations.
Every professional will now have a personal-assistant to help them become more productive and efficient in their work.
Capabilities:* Comprehensive app for B2B account management, sales, service and receivables * 360-degree management of all Customers, Prospects and Contacts * Lead Management * Opportunity & Pipeline Management* Business Card Scanning to quickly capture contact details * Activity management with reminders and easy recording of follow-ups* Easy access and capture of all Customer Interactions and Meeting Notes* Voice-enabled for easy data entry* Reminders & Alerts* Service visit scheduling & monitoring* Service activity management & reporting* Payment collection and receivables management * Expense Management gets simplified and automated * Supports offline capability even while you are not online