Customize Your Path to Sales Success
Say Goodbye to Sales Chaos
Get access to monday.com CRM – enhanced by Omnitas Consulting. From lead management to deal closure and beyond, experience a CRM that adapts to your workflow and eliminates inefficiencies.
Tired of Disjointed Sales Processes and Data Silos?
No More Duplicate Entries
- Eliminate the chaos of duplicate contacts and company entries with the smart duplicate prevention technology.
Improved Transparency
- Achieve crystal-clear visibility between sales and post-sales teams, ensuring everyone is on the same page.
Efficient Client Onboarding
- Seamless onboarding processes integrated directly within your CRM to speed up and simplify new client acquisition.
Discover How We Solve Your Biggest CRM Challenges
Streamline Sales Handover
Connect your entire process from deal closure to project initiation, enhancing team collaboration and reducing transition times.
Track Sales Targets
Set and monitor individual and team sales targets, maintaining accountability and driving performance throughout your organization.
Customize Dashboards
Tailor your CRM dashboard to meet the unique needs of your sales team, providing them with the data they need to succeed.
Flag Stagnant Opportunities
Automatically flag stagnant opportunities to prompt necessary actions, reducing deal slippage and boosting closure rates.
Streamline Contract Signing
Close deals faster with integrated e-signature capabilities, allowing for real-time status updates and immediate contract management.
Ensure Complete Data Collection
Ensure that essential steps are followed before moving to the next stage in the sales process, reducing human error and improving data quality.
How Does the CRM Work?
1. Lead Capture & Data Enrichment
As a lead enters the system, it’s enhanced with data by automatically gathering essential business information, such as company details, EBITDA, and revenues. This ensures that from the start, you have enriched data that provides valuable insights for evaluation, saving your sales team from manually collecting this information.
2. Lead Qualification
Once the data has been enriched, you decide when to qualify the lead. At this point, the information is populated in separate ‘Contact’ and ‘Company’ boards. This ensures that only qualified leads create entries in your system, preventing unnecessary data clutter and improving data quality. This manual approval process is also beneficial from a GDPR compliance standpoint.
3. Opportunity Creation
Convert qualified leads into opportunities with a single click, initiating a tailored sales process. Each opportunity is meticulously managed through customized sales stages, aligning perfectly with your sales strategy to maximize conversion rates.
4. Sales Phase Execution
Drive each opportunity towards closure with proactive management features. Automated alerts for stagnant deals keep your sales efforts on track, ensuring timely interventions and enhancing the chances of closing deals successfully.
5. Closing & Onboarding
Seamlessly transition from a closed deal to client onboarding within the same platform. Get a smooth handover to project management teams, ensuring all pertinent details accompany the client’s journey, which reduces onboarding times and boosts client satisfaction.
6. Project Management
Continue engaging your clients beyond the sale through project management within the same platform. Manage deliverables, monitor progress, and communicate updates efficiently, reinforcing client relationships and opening doors to future upselling and cross-selling opportunities.
Add-on Features
Extend the capabilities of the CRM solution with our add-ons
OmniEnricher
Supercharge your lead generation process with our Chrome extension OmniEnricher. This add-on enriches new leads with relevant information such as address, revenue, number of employees, and more. Gain valuable insights to tailor your approach and maximize conversion rates.
Outreach Helper
By analyzing the company’s website and the contact’s LinkedIn, the Outreach Helper generates valuable insights and creates bullet points outlining potential pain points. It also crafts effective outreach emails for you to start meaningful conversations with your prospects.
Meeting Assistant
Compatible with Google Meet, Teams, Zoom, and more, the Meeting Assistant transcribes your online meetings, provides a summary, and generates action points for follow-up. Stay organized and ensure nothing falls through the cracks after your meetings.
Currency Converter
Whether setting custom rates manually or utilizing automatic updates from the Forex Exchange, this add-on allows you to lock in precise rates at key moments, simplifying currency management across multiple clients. Tailor your financial tracking to match global business needs effortlessly.
Real Results: Transforming Sales Processes with Omnitas' CRM Implementation
Discover how we helped Billing Finance revolutionize their sales process with a fully customized CRM solution built in monday.com. By streamlining broker relationships and automating data management, Billing Finance saw significant improvements in efficiency and collaboration. Our CRM implementation enabled their team to manage leads and opportunities seamlessly, leading to better decision-making and faster sales cycles.
Read the full success story and learn how we can help your business too.
Seamless SMS Integration
Send SMS notifications, alerts, and updates directly from monday.com with Omnitas’ tailored integration solutions, powered by LINK Mobility—Europe’s leading provider of mobile communication.
Ready to Elevate Your Sales Process?
Sign up for a free demo today and see the difference monday.com CRM – Enhanced by Omnitas can make for your business.
