5 ways Presear CMS can Streamline Your Business Processes

Presear Softwares PVT LTD
6 min readMay 13, 2023

In Today’s highly competitive business world, it’s essential to have an efficient sales process. A streamlined sales process can help you close deals more quickly, reduce costs, and improve customer satisfaction. One of the best ways to streamline your sales process is by using a customer management system (CMS).

In this blog post, we will discuss how to streamline your sales process with PresearCMS.

Centralize Your Data

One of the most significant benefits of using PresearCMS is the ability to centralize all of your customer data in one place. Instead of having customer data spread across multiple platforms or departments, PresearCMS allows you to keep everything organized in one system. This way, your sales team can easily access customer information and sales data from a single source, which can help them make more informed decisions and close deals more efficiently.

Automate Your Sales Process

Another way to streamline your sales process is by automating repetitive tasks. PresearCMS can automate various aspects of your sales process, such as lead nurturing, follow-up emails, and appointment scheduling. By automating these tasks, your sales team can focus on more high-value activities, such as closing deals and building relationships with customers.

Track Your Sales Funnel

PresearCMS can also help you track your sales funnel, which is the process a customer goes through from the first interaction to the final sale. By monitoring your sales funnel, you can identify areas of improvement and optimize your sales process for maximum efficiency. PresearCMS can provide you with data on each stage of the funnel, such as the number of leads, conversion rates, and deal size, which can help you identify bottlenecks and make data-driven decisions.

Monitor Your Sales Team Performance

Another way to streamline your sales process with PresearCMS is by monitoring your sales team’s performance. PresearCMS can provide you with real-time insights into your sales team’s activities, such as the number of calls made, emails sent, and deals closed. By tracking this data, you can identify your top performers and areas for improvement. You can also use this data to provide targeted training and coaching to your sales team, which can help them close more deals.

Integrate Your CMS with Other Tools

Finally, you can streamline your sales process by integrating PresearCMS with other business tools. For example, you can integrate PresearCMS with your marketing automation software to create targeted campaigns based on customer data. You can also integrate with your accounting software to streamline your invoicing and payment processes. By integrating PresearCMS with other tools, you can reduce manual data entry and increase efficiency across your entire business.

A customer management system can be a valuable tool for streamlining your sales process. By centralizing your data, automating repetitive tasks, tracking your sales funnel, monitoring your sales team’s performance, and integrating with other tools, you can optimize your sales process for maximum efficiency and improve your bottom line.

Security and Reporting

Security is a feature that ensures that customer data is protected through measures such as data encryption, access controls, and regular security updates.

And Reporting is a feature that allows businesses to track performance metrics and analyze customer data to make informed decisions.

Contact and Sales Pipeline Management

Contact Management is a feature that allows businesses to store and manage customer contact information, such as names, addresses, and phone numbers.

Sales Pipeline Management is a feature that allows businesses to schedule and manage tasks and appointments related to customer interactions.

Our USP(Unique Selling Proposition)

PresearCMS, foster a highly customizable interface as per the needs of the customer. However, we have a few USPs for our eminent clients, looking to automate their client interactions and sales process.

Pay-as-you-go model

PresearCMS comes with an annual pricing model for startups, corporates and enterprises, but it also provides an option to customize the entire software as per the needs and pay accordingly. All of its features are quickly removable as well as the new feature procurement process is duly optimized. You pay for what you use, with no upfront pricing for a customized PresearCMS software variant for your business.

The Hybrid Nature

PresearCMS can be delivered in two modes, first as a SaaS (Software as a Service) product in our cloud infrastructure or as an enterprise software available to be hosted in your organization’s infrastructure onsite.

Upon request, an android application can also be provided, to keep a track of the CMS from your pocket itself.

Also, to make it simpler and transparent, Presear provides three months of free cloud hosting to the customers opting for SaaS, so that they can test the product well and come up with their feedback for the requirements.

The pricing

Competitive pricing is something that we thrive to achieve. However, for PresearCMS, we have a dynamic pricing model ready, with our doors always open for further discussions.

For Startups, the annual pricing is as low as just $20.97, making it affordable. To make the software procurement process smooth, we assign a Relational Manager(RM) as well as a customer support team 24x7 at your service. The RM takes care of everything, from solving queries of your sales team to ensuring the timely delivery of requested features.

For corporates and mid-size firms, the pricing goes a little up to $34.27, making it again the best choice for an onsite CMS software system. For enterprises and big firms, we are always open to bargaining the best pricing for your business ensuring customer success.

The Procurement Model

Procuring a customer management system (CMS) can be a complex process, but Presear is committed to ensuring 100% client satisfaction :

  1. Define Your Requirements — Start by defining your business needs and requirements for the CMS. Consider factors such as the size of your business, the number of users, and the specific features and functionality you need.
  2. Request Proposal — After defining your requirement, request proposals that provide detail on our proposed solution, including features, pricing, and implementation timelines.
  3. Evaluate Proposal — Evaluate our proposals based on your requirements and provide feedback.
  4. Negotiate Contract Terms — Once you’ve evaluated the proposal, negotiate contract terms, such as pricing, implementation timelines, and support options.
  5. Implement and Test — After signing the contract, work with us to implement the CMS and test it thoroughly to ensure it meets your requirements.
  6. Train Users — Train your users on how to use the CMS effectively and ensure that they understand its features and functionality. Presear provides online training for absolutely free and onsite training with just the accommodation & traveling costs.
  7. Monitor and Optimize — Once PresearCMS is implemented, monitor its performance and optimize its use to ensure it continues to meet your business needs.
  8. 24x7 Service — Presear provides 24x7 service for PresearCMS to ensure your customer’s experience is not at all affected.

How to contact us?

  • Visit our website — Our website should have a “Contact Us” page with our contact information.
  • Look for contact information — Check our website for contact information such as email addresses, phone numbers, and physical addresses.
  • Email or Call — Depending on the type of support you need, you can either email us or call our support team. Our contact information should be listed on our website.
  • Social Media — You can also reach out to us via our social media pages such as Facebook, Twitter, or LinkedIn.
  • Live Chat — We may have live chat support on our website, which can be a convenient way to get in touch with us quickly.

Submit a Support Ticket — If you have a specific technical issue, you can submit a support ticket via our website.

Email: support@presear.com

Whatsapp: 7008187611

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