HappSales

Customer-facing teams are constantly under pressure to do more with less – drive higher revenues, and be more productive in less time, with fewer resources at hand. These teams find conventional CRMs difficult and cumbersome to use.

HappSales is on a mission to infuse happiness in to sales execution and service excellence. We empower customer-facing professionals with an intelligent mobile app that they would love to use for execution and account management. HappSales uniquely leverages conversational capabilities to extraordinarily simplify a professional’s life; at the same time help organizations drive sales velocity and productivity – the two key aspects of world-class sales organizations. Every professional will now have a personal-assistant to help them become more productive and efficient in their work.

Capabilities:

* Comprehensive app for B2B account management, sales, service and receivables
* 360-degree management of all Customers, Prospects and Contacts
* Lead Management
* Opportunity & Pipeline Management
* Business Card Scanning to quickly capture contact details
* Activity management with reminders and easy recording of follow-ups
* Easy access and capture of all Customer Interactions and Meeting Notes
* Voice-enabled for easy data entry
* Reminders & Alerts
* Service visit scheduling & monitoring
* Service activity management & reporting
* Payment collection and receivables management
* Expense Management gets simplified and automated
* Supports offline capability even while you are not online