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