Why Palma Bygg chose Customer Connect and gained full control of its deals
How Palma Bygg gained better control of incoming inquiries and deals with Customer Connect.
Sales pipeline
See where deals stand and what happens next
Customer Connect is a CRM for seeing which deals are underway and what needs moving forward. Get a shared overview from the first enquiry to the customer’s decision.
In good company
Your inbox shows messages. You also need the bigger picture.
An email thread tells you what has been written. To plan sales, you also need to know which deals are ongoing and which need moving forward. The sales pipeline gives that work a shared structure.
A shared view of sales
Start with the steps your customer actually takes. These might include describing their needs, receiving a proposal and making a decision. Agree as a team what each stage means, so the overview is useful in daily work.
We were looking for a simpler CRM, and now we save a lot of time on administration that we can spend closing more deals instead.
Zeljko Raketic
CEO of Palma Bygg · Translated from Swedish
We use Customer Connect to keep track of sales opportunities in a smooth, structured way. It is easy to use and getting started took very little time — exactly what we needed!
Agnes Lagevald
Project Manager at Novoterm · Translated from Swedish
How to get started
- Choose your plan. Click Try for free to see options and trial terms on the pricing page, then continue to registration.
- Start with a current deal. Choose an enquiry you are already working on and gather the information.
- Review the next steps. See where the deal stands, assign an owner and plan the follow-up.
After registration, we will contact you to ask whether you need help getting started.
Frequently asked questions
What is a sales process?
It is the steps from first contact to a decision about a deal. A clear process helps you work consistently and understand what remains to be done.
Do we need a finished process before starting?
Start by describing how you already handle an enquiry. Use that as your starting point when trying Customer Connect. After registration, we will contact you to ask whether you need help getting started.
Do I need to move everything over to get started?
Try a small, specific example from your working day. This lets you see whether the workflow suits you before planning a larger move. After registration, we will ask whether you need help getting started.
How does the free trial work?
Click Try for free to reach the pricing page. You can see plans and current trial terms before continuing to registration. If you want to see how Customer Connect works first, you can book a demo.
See the status of your ongoing deals
Try a current enquiry and make it clear what remains before the customer can decide. Click Try for free to choose a plan on the pricing page. After registration, we will contact you and offer help getting started.