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.
CRM for growing businesses
Keep the overview as more people look after customers
Customer Connect is a CRM for businesses where more people need to share customer work. Collect inquiries and establish a shared routine for ownership and follow-up.
In good company
Make your way of working shared
What worked when one person knew every customer conversation becomes harder as more people share the work. Decide how to receive an inquiry, assign ownership and plan follow-up. New colleagues then have a routine to start from.
Create the same starting point for every inquiry
Gather the customer’s details, check what needs adding and assign an owner. Email interpretation can create opportunities from incoming emails.
Read about collecting customer inquiries and how deals keep the details together.
Review the situation using the same questions
What are we waiting for? Who makes the next contact? When? Use the same questions when reviewing work so your overview does not depend on who happens to be in the meeting.
See how to track the status of deals and build a shared sales process.
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
I have worked with many systems over the years, but Customer Connect is brilliant. User-friendly, business-focused and spot-on!
Mats Winblad
Founder and CEO of MaWin AB · Translated from Swedish
How to get started
- Choose your plan. Click Try for free to see the options and terms on the pricing page, then continue to registration.
- Try a customer inquiry. Paste text from an email, let AI interpret it and check the details.
- Plan the next contact. Assign an owner and set a follow-up. Return after the customer contact and update the next step.
After registration, we will contact you to ask whether you need help getting started.
Frequently asked questions
Do we need to change everything at once?
Start with a limited flow of inquiries. Try how you assign ownership and follow up, then use that experience to develop the routine.
Can we get help based on how we work?
Yes. After registration, we will contact you to ask whether you need help getting started. You can also book a demo to discuss your setup.
How does trying it for free work?
The button takes you to the pricing page, where you can see current options and terms before continuing. After registration, we will get in touch to ask whether you need help getting started.
What should I prepare?
Choose an inquiry you want to work on. Start by checking the customer’s needs and contact details, and decide who will make the next contact. Help with getting started is available if you need it.
Try a shared routine for the next inquiry
Gather the details, assign an owner and plan the next customer contact. Click Try for free to choose a plan on the pricing page. After registration, we will get in touch to ask whether you need help getting started.