CRM - Upbuff

Customer Relationship Management

Elevate your Customer Relationship with SAP Integrated CRM

Turning Data into Business Excellence

How It Suits You?

Unlock Business Growth with the CRM: Your Path to Success

A dynamic solution designed to propel sales growth forward by leveraging cutting-edge technology and strategic insights together.

Contact Management

Unified repository for the storage and administration of customer information. Contact history, interactions, and preferences are readily available

Opportunity Management

Tracking sales opportunities from initial contact to closure. Forecasting and reporting on sales pipelines

Optimize Sales Routes

Revolutionize your sales strategy with comprehensive route management capabilities.

Lead Management

Capturing, tracking, and nurturing leads through the sales pipeline. Lead scoring to prioritize prospects based on engagement and potential

Sales Automation

Automating repetitive tasks such as data entry and follow-up emails. Workflow automation for more efficient sales processes.

Effortless Cash & Credit Sales

Facilitate real-time quotation, order, and invoice processing with our CRM's mobile application.

Always facts tell the truth!

10 k+

Routine Field
Sales Operations

1 Mn+

Daily Payment
Processing

100 k+

Daily Field
Visits

5 k+

Route
Covered

Key Features

Streamlines Customer Interactions, Automates Tasks, Tracks Leads, Analytics, and Drive Revenue Growth

Lead Management

Mastering Leads on-the-go, Convert it into Revenue.

Capture leads on the go, nurture leads effectively, close deals faster, and cultivate lasting customer relationships.

Seize opportunities anywhere, anytime with on-the-go lead collection
Real time contact sync, enable immediate access to the collected leads, proceed for quicker resolution
On-the-go geo-tagging and add contextual notes, providing valuable insights for personalized follow-ups
Automated follow-up workflows, ensuring that leads receive timely communication.

Opportunity Management

Power up Sales Opportunities from Start to Finish

Streamline your sales process, track potential deals, and close more deals successfully.

Customize stages like prospecting, qualification, proposal, negotiation, closed-Won, and closed-Lost, and many.
Activity tracking by record emails, calls, meetings, and notes directly within the opportunity.
Seamlessly integrate with your email, calendar, and communication tools.
Receive notifications for upcoming activities, deal milestones, and follow-ups, ensuring that no opportunity falls through the cracks.

BI Powered and Dynamic Reports

Advanced BI Powered and Dynamic repots for deeper insights

Gain deeper insights from your sales data, track key performance metrics, and make data-driven decisions to supercharge your sales performance.

Real-time visual data exploration to identify trends, correlations, and outliers at a glance
Dynamic, personalized reports for your unique sales requirements
Power of Business Intelligence (BI) Reports to make proactive decisions

Product Sampling

Effectively Distribute Product Samples to Potential Customers

Optimize product sampling process and convert the leads into customers.

Easily create sample requests against potential customers with customer information, product preferences, quantity, and shipping address.
Select appropriate samples based on customer preferences, needs, and the sales context.
Dynamic reports and analytics for insights into the success of sampling.
Integrate customer feedback collected from sample recipients.
Measure the ROI of your sampling efforts and refine your strategy based on conversion rates.

Customer Engagement

Orchestrating seamless interactions and fostering meaningful relationships

Deeper understanding of the customer journey that aids in the efficient management of business

Gain a 360-degree view of customer interactions, preferences, and engagement history, facilitating personalized communication.
Streamline task management and scheduling, optimizing time and resources for more efficient workflows.
Anticipate customer needs through proactive follow-ups and timely resolution of tasks, enhancing overall customer satisfaction.

Customization and Flexibility

Tailored to meet the diverse needs of businesses

Adaptability is paramount, and SAP Integrated CRM stands as a beacon of innovation with its unparalleled customization and flexibility features

Scale your CRM environment effortlessly to accommodate business growth.
Configure business rules to automate processes based on changing business requirements.
Tailor the CRM to meet localization needs, supporting multiple languages and regional requirements.

On-the-Go Excellence

Mobile Accessibility with SAP integrated CRM

This transformative capability ensures that critical CRM functionalities are at your fingertips, anytime, anywhere.

Enjoy an optimized user experience on smartphones and tablets without compromising functionality
Access up-to-the-minute customer data, sales opportunities, and service information in real time.
Manage tasks, appointments, and customer interactions from the palm of your hand.
Perform tasks offline, and sync data seamlessly when back online, ensuring uninterrupted productivity

Elevating Experiences

Unleashing Customer Feedback and Surveys in SAP Integrated CRM

Ushering in a new era of responsiveness and customer-driven excellence.

Foster a culture of continuous improvement by actively seeking and acting upon customer feedback.
Identify and address customer concerns in real time, before they escalate.
Cultivate brand loyalty by showing customers that their feedback shapes the business.