INTELLIGENT SALES EXECUTION
& ACCOUNT MANAGEMENT

Sales execution made simple using an AI-powered personal assistant

Sales CRM for B2B

Smarter selling powered by personal-assistant

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B2B sales teams face many challenges

R eps are constantly under pressure to do more with less. Account executives (AEs) have to grow revenues and be more productive in less time with fewer resources at hand.

Less than 40% of their time go into revenue-generating activities. A large part of their bandwidth goes in mundane tasks that have very little impact on their business goals.

Most B2B sales reps find conventional CRMs very cumbersome and not easy to use. They don’t find them adding value to their work. Low user-adoption and high costs make these systems a very risky investment for enterprises.

Also, attrition among sales teams is high. Organizations routinely lose out on quality talent and reps’ market intelligence that could have been leveraged to outperform competition.

These are the reasons why there is a need for a next-gen B2B CRM that focuses on end-user productivity and happiness. After all, happier teams make sure business happens!

happsales sales team

Most user-friendly B2B CRM for Sales

Making Sales & Account Management easy

HappSales B2B CRM for Sales is envisioned and built with sellers at the center of the design. The app leverages AI-powered personal assistant coupled with intuitive UX to extraordinarily simplify a sales professional’s life.

While reps can now effortlessly manage account intelligence, sales activities and build meaningful customer relationships, organizations can focus on sales velocity, team productivity and process excellence. HappSales unique Sales CRM for B2B makes account management easy and effective.

Intelligent Sales CRM for B2B

to achieve business outcomes

ACCELERATED B2B SALES VELOCITY

with the ability to measure and improve critical sales KPIs like average deal value, sales cycle, win rate etc.

ACCELERATED B2B SALES VELOCITY

with the ability to measure and improve critical sales KPIs like average deal value, sales cycle, win rate etc.

FASTER DEAL CONVERSION RATE

through enriched sales agility and effective sales coaching

FASTER DEAL CONVERSION RATE

through enriched sales agility and effective sales coaching

BETTER PRODUCTIVITY

with reps having more time to effortlessly focus on their core activities using a personal assistant; that would help them to sell better and faster

BETTER PRODUCTIVITY

with reps having more time to effortlessly focus on their core activities using a personal assistant; that would help them to sell better and faster

SUPERIOR COMPETITIVE ADVANTAGE

through 360-degree visibility in to account intelligence that feeds sales strategy and performance

SUPERIOR COMPETITIVE ADVANTAGE

through 360-degree visibility in to account intelligence that feeds sales strategy and performance

ENHANCED SALES EXCELLENCE

through a consistent methodology, compliance and improved customer relationship

ENHANCED SALES EXCELLENCE

through a consistent methodology, compliance and improved customer relationship

GREATER ADOPTION AND UPTAKE

with a user-centric, intuitive and easy-to-use app that does not require any training to get started. Reps can use the app even while they are off-line.

GREATER ADOPTION AND UPTAKE

with a user-centric, intuitive and easy-to-use app that does not require any training to get started. Reps can use the app even while they are off-line.

Capabilities of the all-in-one Sales CRM for B2B

happsales account management

Account & Contact Intelligence

Allows reps to easily capture every bit of information about their accounts and contacts they engage with. The personal assistant helps them to effortlessly feed intelligence while on-the-move or waiting for a meeting. Critical information like activity history, key stakeholders, meeting notes, buying process, and other account dynamics is always available for informed decision making.

Business Card Scanning

Reps can easily create and update contact details by scanning business cards and save time on data entry. Helps build reliable, accurate and complete information about every customer contact. Makes sure customer database is always updated and current with every one having access to a profile they can trust.

Intelligent Personal Assistant on the mobile

Every rep will now have a personal assistant to help them sell smarter and faster at all times. Reps become much more productive in carrying out their day-to-day activities. Guided selling by the assistant significantly improves user-adoption, engagement and process compliance.

Voice-Enabled for Easy Data Capture

Our mobile app is voice-enabled so that users can easily capture data. Using voice, reps can now easily dictate the information they want to capture under their activity details, customer interactions, minutes of the meeting etc. They can now save a lot of time and effort by eliminating the need for cumbersome typing. This also motivates them to capture more intelligence about their customers and engagement details; adding to your competitive advantage.

Customer Interactions and Meeting Notes

Capture customer interactions and quick meeting notes against an account or contact even while the meeting is on. Allows one to access and view all minutes in one place to understand every nuance of the sales engagement and arrive at right account and deal strategy. Helps you to be prepared and well informed for your next important customer meeting.

Enquiry & Lead Management

Your team can manage all enquiries and leads from a single console. This includes creation of leads and lead assignment to concerned teams for further lead qualification. You can also capture the lead source to understand and analyze the efficiency of all lead sources. This can be effectively used by your backend marketing operations team or inside sales team responsible for demand generation.

Opportunity & Pipeline Management

Create, view and update opportunities with ease. Get a holistic view of deal stage, value, probability, offering, next steps and more. Sort and filter opportunities for better pipeline analysis to stay focused on right deals. Stay informed on sales cycles and deal progress for prioritizing follow-ups.

Quotation Management

Quotations can be created and managed on-the-fly by your sales teams using the mobile app. Specific quotation formats and templates can be designed with your logo, terms and conditions, etc. making it very easy for teams to quickly turnaround quotations. All they will require to do is to pick up the relevant product line-item and enter quotation price. Quotation can then be emailed to customer from the app itself.

Invoicing in CRM

Your business need not suffer due to delays in invoice creation from your accounting software. You can generate and share invoices on-the-fly with your clients from HappSales. This helps you prepare your orders for dispatch as soon as the opportunity is won without any delays.

Activity Management, Assignment & Reporting

The app turns your device in to a portable office to plan, create, manage and share all activities. Automate daily activity reporting with a chronological list of all activities across accounts and deals. Evaluate team performance based on activities, face-to-face meetings, calls etc. Calendar is linked to activities to make sure one does not miss any of the scheduled tasks and appointments. Reps need not maintain a separate to-do list Make all actions count.

Digitize Forms & Templates with Signature

You can digitize all your paper forms and templates for your mobile warriors to use on-the-go. These include demo forms, sample forms, customer feedback forms, reports etc. which your teams had to previously carry along with them. You can also have a provision to make the customer sign on these documents; and then the pdf copy right from the app.

Process Automation, Collaboration & Workflow

HappSales encourages collaboration and process automation across teams viz. sales, operations, planning, manufacturing, logistics, finance etc. Each of the stakeholders can have worklists assigned to them based on defined workflows. This helps you to streamline and drive efficiency across your operations. More importantly, your customer-facing teams can have a visibility on the actual fulfillment status of every opportunity; which will in-turn help them to manage customer expectations better.

happsales opportunity
happsales sales performance

Expense Management and Reimbursement

Automate travel expense management and reimbursement process taking away additional burden from the reps. App allows users to easily create and share expense entries tagged to corresponding activities for reimbursements. Helps drive sales compliance and streamline processes.

Reminders and Alerts

One can schedule reminders and alerts to make sure important deadlines and events are never missed. Reps could proactively plan action-oriented follow-ups. They need not frequently check each planned activity to act on it. Periodic reminders can be easily set for recurring events.

Attendance Management with GPS

GPS-based location intelligence allows users to easily manage attendance while on duty. Facilitates local travel expense reporting eliminating manual errors.

Offline Capability

App can be used even while users are offline and facing network connectivity issues while they are on-the-move. Data would automatically get synced up as-and-when network gets restored without any risk of data loss.

Sales Performance Dashboards

Sales dashboards provide real-time view in to your business and critical KPIs at a glance. Measuring accurate health of your business is pivotal to improve and stay on top of your game. Fast and easy access to right information from anywhere at any time enables business agility and smarter business decisions. Auto-updation of reports without any manual intervention saves considerable efforts and time.

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