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complete sales cycle
B2B
The perfect CRM for teams of B2B sales
Turn your CRM into sellers' best ally, from prospecting to closing. Increase productivity, send more and better emails and enjoy an incredible user experience.
Close Deals Faster
Is this your case?
Potential customers are identified through LinkedIn or other databases and are contacted through different communication channels.
Prospecting is a fundamental part of the commercial agent, who must schedule meetings on a recurring basis.
The commercial's main objective is to close contracts with new accounts and new contracts with existing customers.
Key Elements for B2B Sales Teams
Minimize response time
If the lead was generated by Inbound, minimize the time between a completed form and a contact call.
Create and review contacts from LinkedIn
If I have to seek to generate accounts and leads, it is essential to be able to create them in your CRM from LinkedIn, being able to see if they already exist, what state they are in and who is the owner.
Increase likelihood of contact
In general, between 2 and 4 leads are usually worked on per company, depending on the size of the target company. This increases the likelihood of contact.
Multichannel process
Once the account and leads/contacts have been created, start a multichannel contact process (telephone, email, LinkedIn and WhatsApp messages) that maximizes the likelihood of contact, ensuring that a minimum number of times is insisted.
Maximize relevance
In case of contact, follow the appropriate script depending on the industry, buyer persona, etc. to maximize the relevance of the message. And have the necessary content to answer any question.
Improve qualification
Ask qualification questions, so that the quality of the lead can be inferred and contact and profiling details completed.
Closing meetings easier
Close the meeting, and you can view your own calendar or that of the seller (if someone else is the one who does the meeting). Complete the necessary administrative tasks to formalize the closing of the meeting.
Key elements for tracking opportunities
Organized pipeline
It is essential to maintain a well-organized pipeline of opportunities where each one of them is at the right stage, always with well-defined 'next steps'.
Contact other people on the same account
Searching for other contacts within the same account, especially those that the seller has interacted with before, helps to understand the organization and explore new opportunities.
Qualify opportunities
The meeting qualifies the contact with the objective of determining if there is an opportunity or not, based on the criteria established in the sales playbook.
Prepare meetings by reviewing past communication
Prepare for the meeting. To do this, it is necessary to take context from the account and contact, reviewing any previous communication. Especially the call/message where the meeting closed. In addition, the account/profile usually has LinkedIn and it is key to review it, see how you describe yourself and read the latest updates.
Complete forecast information
The pipeline must allow calculating the forecast. Therefore, the 'amount', 'expected closing date' and stage fields must always be up to date. It is very important to have access to content that can be sent to answer any questions or internal processes of the customer.
Transform your CRM
Integrated channels, productivity tools and artificial intelligence. Add the innovation it needs to your CRM to make it the best system for users.
60%
Increase in productivity
Agile navigationTen times faster browsing speed. The account, contact, lead, and opportunity views show all past activity in one click.
- Your CRM from LinkedIn
Send messages, visit profiles, create accounts and more, without leaving the social network, while all your activity is recorded in the CRM.
- Activity log
Activities are recorded systematically. Tasks are automatically organized and prioritized, so the seller will know what to do at all times.
- Accessible tools
All contact tools are accessible
- Single inbox
Access all incoming activities in a single inbox where you can respond with one click.
-80%
Decrease in training time
- Guided support
Harmonix supports the user at all times. While following up on contacts and opportunities, during data collection and reporting and more.
- Automation
The collection of information and updating of fields is carried out automatically. Agents will save time by knowing what to report and when to do it in a guided manner.
- Suggestions
Content suggestions based on the customer's profile or preferences. Depending on the context, Harmonix suggests which documents or messages to send within the email editor.
95%
Improving consistency in process monitoring
- Preconfigured cadences
Use of pre-configured cadences to establish the monitoring plan and to let sales agents know their tasks at all times.
- Arguments and contents
Visualization of arguments and content when calling and sending emails. They can be segmented by customer type, product, or any Salesforce variable.
- Identifying contacts
No future tasks assigned to keep the pipeline organized and ensure proper follow-up.
They trust us
