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Sales and Marketing

Marketing & Sales

Strengthen your
sales, maximise
your marketing

https://www.bigchange.com/us/wp-content/uploads/sites/8/2021/08/sales.svg

BigChange gives you the power to build and manage more profitable sales opportunities – and create more effective, targeted marketing campaigns.

Empower your salespeople

Tracking opportunities and maintaining an accurate pipeline is vital for success. We help your salespeople keep opportunities moving, share knowledge and deliver transparency.

ALL YOUR SALES INFORMATION IN ONE PLACE

Grow accounts and close business quicker, with easy access to activity history, contacts, internal discussions and more.

TRACK ALL SALES ACTIVITY

A complete record of every call, email, quote, proposal, appointment and deal won.

MANAGE THE SALES PIPELINE

Drive sales with a complete view of your team’s pipeline (with sales stages and probabilities funnel).

LEAD NURTURING

Schedule follow-up activities (such as calls and emails) through automated reminders.

Sales Reporting

Get better ROI from your marketing spend, tracking performance by channel and campaign.

CREATE AND MANAGE QUOTES AND PROPOSALS

Send professional proposals and quotes, plus clients can accept your quote online.

SALES TEMPLATES

As well as standard financial forms, you can create your own custom estimates, quotes, order forms and contracts and using our online document template builder or our Microsoft Word add-in. We also offer a service to create custom reports and documents for you where we can match existing paper-based layouts including your company’s specific brand identity.

QUOTE ACCEPTANCE

With digital quote acceptance, you can cut out the paperwork and get on with the job. Using JobWatch, create and send professional quotes that clients can review and accept online. Clients can review the quote, then click on a link to accept it and digitally confirm the order. Clients will receive a digital receipt and you will have a complete official record in your CRM.

Arrange a demo today

Powerful insights for marketing

Build up a detailed view of your customers, prospects and other contacts by capturing key data and insights via custom CRM fields.

CRM FILTERS FOR HIGHLY TARGETED CAMPAIGNS

Target audiences who fit specific criteria with campaign emails direct from the system. Or, export the data as .csv for bulk emailing or marketing automation.

INTEGRATION WITH THE DOTDIGITAL ENGAGEMENT CLOUD

Sync BigChange CRM contacts with your Dotdigital address book –or other bulk email or marketing automation system.

EASILY INTEGRATE WITH CLOUD BASED PHONE SYSTEMS

BigChange can provide seamless integration into RingCentral, showing the callers profile within the JobWatch system when a call is received. Also dialling a number is as simple as clicking on it.

AUTOMATE CONTACT REMINDERS TO YOUR PROSPECTS AND CUSTOMERS

Time-driven prompts to re-open a sales conversation or remind a customer about re-booking an annual service, for example.

DIARISE MARKETING ACTIVITIES

Use CRM notes and tickets to diarise key events in your marketing calendar.

GDPR COMPLIANT MANAGEMENT OF INDIVIDUALS’ DATA

Personalise every contact’s opt-in preferences and anonymise data.

UNDERSTAND WHAT YOUR CUSTOMERS REALLY THINK

Email surveys automatically after each job and drive up your NPS score.

PERSON CUSTOM FIELDS

You can store even more information on your BigChange contact. By adding custom fields alongside the standard name and address details, provides the opportunity for additional information such as a LinkedIn profile or date-of-birth.


Discover the difference
bigchange can make to
your business.

ARRANGE A DEMO TODAY

BigChange

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