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Wise Sales to Service

Boost Customer Satisfaction with Efficient Sales to Project Delivery, Powered by Wisely

Empower your business through our Sales to Service solution. Seamlessly integrating CRM and service delivery into a unified workflow, navigate the dynamic and competitive landscape with ease, achieving a new level of efficiency and collaboration.

What does this solution offer?

Close deals faster and keep projects on track with Wise Sales to Service, a solution designed to integrate CRM and project management workflows on monday.com.

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Take a Closer Look

Key Features

01.

Customer Relationship Management

Strengthen your customer connections with monday.com CRM.  Centralise all your customer data, track interactions from initial contact to purchase, and nurture relationships through targeted campaigns. This fosters stronger customer loyalty and drives repeat business.

02.

Project & Resource Management

Transform project execution with our intuitive project management workflow. Plan, assign, and track tasks with ease, ensuring everyone stays aligned and deadlines are met. Visualize workflows, optimize resource allocation, and collaborate seamlessly – all within a single platform.

03.

Time Tracking & Invoicing

Streamline your revenue cycle with integrated time tracking and invoicing features. Team members can effortlessly log their time on projects, ensuring accurate billing. Generate invoices in seconds, with the option of pushing directly into your finance platform. 

Solution Benefits

Unify your customer journey and project delivery with our integrated CRM and project management solution. This empowers leadership with real-time visibility across all stages.

CRM PMO

Strategic Customer Engagement

Strategise customer engagement, revenue prediction, targeted market penetration, and enhance relationships effectively.

CRM PMO

Dynamic Business Development

Focus on generating new business, efficiently allocating resources for project kick-off, and fostering ongoing client communication.

wise sales to delivery

Client-Centric Sales and Service Integration

Ensure seamless sales-to-service transition, execute projects precisely, maintain continuous client communication, and monitor satisfaction throughout delivery.

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