Premium Customer Relationship Management solution
In the world of business management software, Sellsy stands out as an innovative and comprehensive solution. Designed in France, Sellsy combines sales management, accounting management and marketing management software.
Sellsy CRM is the ideal solution for SMEs, offering a range of essential customer relations functions. By bringing these functions together on a single platform, Sellsy CRM offers significant gains in efficiency and productivity.
Here’s a closer look at all the features of this innovative management solution.
What is Sellsy?
The Sellsy concept: all-in-one and made in France!
A powerful CRM module to manage customer relations effectively: that’s the basis of the Sellsy solution.This comprehensive software package enables you to manage your sales, accounts and cashflow simultaneously, and can even help you with your marketing campaigns!
It allows you to centralise all your customer information and the various exchanges your teams have had with them on a single platform. Thanks to Sellsy, you can also easily personalise your communications and improve the user experience.
The Sellsy suite is a collaborative tool capable of managing all your customer relations, making your life easier and optimising the performance of your teams. With over 6,000 customers and 3,500 users, Sellsy is now one of the leading players in a highly competitive sector.
Sellsy, a range of features designed to make life easier for businesses
The software offers over 70 functions grouped into three modules. Good to know: these different modules can be integrated independently, depending on companies’ needs.
The “Prospecting and Sales” module
Sellsy’s versatile customer relationship management system offers a wide range of advantages, including :
- centralisation of contacts and sales management in a single file, which can be segmented according to customisable criteria ;
- easier tracking of opportunities thanks to an interface offering different views of the sales pipeline;
- setting up sales and marketing automation scenarios for each stage of the buying cycle;
- functionalities that enable you to prioritise your prospecting efforts so that you can focus on customers with high conversion potential;
- powerful reporting tools to optimise sales force management: dashboard and graph templates – supplied by Sellsy – provide precise monitoring of sales activity and turnover forecasts. This reporting function makes it easier to identify any problems and resolve them as quickly as possible, making it a highly useful feature.
- access to an integrated company directory, automatically enriching contact and customer data sheets with verified and standardised information such as NAF code, SIREN number or intra-community VAT, for example.
The “Invoicing and Management” module
In this module, Sellsy offers a comprehensive set of tools for managing quotes, sales, orders and invoices.
Centralising information and automating operations saves a considerable amount of time, reducing the workload of the sales force.
In just a few clicks, using a fully customisable template, you can generate quotes, order forms, delivery notes, invoices and credit notes.
A particularly useful real-time monitoring system gives you a clear picture of your sales teams’ performance. This makes it easy to analyse your key business indicators!
Sellsy also simplifies payment operations: automatic reminder alerts can be set up by the company’s sales departments.
The “Cash management” module
For optimum financial management, the Sellsy solution’s accounting module is essential. Track your expenses, manage bank statements, record accounting transactions in just a few clicks… all by automatically generating entries.
The result: greater control over your finances, a significant reduction in the risk of accounting errors and smoother collaboration between the sales and administration departments.
The benefits of Sellsy CRM
A complete, integrated solution
What makes Sellsy different? First and foremost, its “all-in-one” nature, which avoids the fragmentation of data and processes, which we all know wastes a lot of time.
The seamless integration of information between the various modules provides a 360° view of the life of the business, optimising management and facilitating decision-making.
Accessibility and mobility, for ever greater efficiency
Sellsy is a Software as a Service (SaaS) solution that can be accessed from any device connected to the Internet. You can also connect via the mobile application.
There’s no need to install any software, because this CRM suite is 100% online.
Logging in couldn’t be simpler: all you need is an Internet connection, your login details and your password.
Whether you’re in the office, working from home or on the move, you can log on at any time and interact with the tool easily from anywhere in the world!
The security of your data comes first
For the Sellsy team, your security is THE priority. That’s why the platform uses the most advanced security protocols. Your company data, hosted in France, is perfectly protected. And to make sure you never lose anything, regular backups guarantee even greater data protection and recovery in the event of a “little glitch”.
Easy to learn and intuitive to use
As well as being suitable for all media, Sellsy CRM software has a highly intuitive interface. As a result, it’s quick and easy to get to grips with. The system’s ergonomic design makes it easy to set the various customisation parameters.
This ease of use is also highly appreciated when training new staff in the use of the software.
The possibility of integrating other tools, for optimum use of your sales data
Sellsy CRM SaaS software is an open system, which means it can be integrated with external software via an API application.
Among the most frequently used software are the Google and Microsoft suites with Office 365, as well as Dropbox for file transfer, Mailchimp and Paypal, to name but a few additional features that will give you an optimised collaborative environment.
Note: for WordPress sites, a special plugin is also available. It lets you create different forms, particularly for developing your leads.
Sellsy, a modular solution designed to adapt to all companies, at all stages of their growth
Whatever the size of your business, Sellsy adapts to your needs. Whether you’re a fast-growing very small business or an SME that has decided to review the way it operates, you can benefit in the same way from features that match YOUR reality.
Designed with modularity in mind, the CRM tool is fully customisable. So you can customise it by choosing the features that are most useful to you.
Responsive customer support and practical coaching and training solutions
Sellsy is also a highly responsive and efficient customer service.
In doubt? A question about using the software? A team of professionals will answer all your questions about how the various modules in the suite work, via chat, email or telephone.
Want to learn even more about the software? To help its customers make the most of the suite’s various functions, Sellsy offers a range of training and educational resources via the Sellsy Academy.
The programme is made up of several elements, which can be selected according to the needs expressed:
- Sellsy CRM software training: to help them master all the software’s features and fully exploit the tool’s potential in their day-to-day professional lives, training sessions are offered to users.
- Webinars and online tutorials: to facilitate distance learning and give participants access to up-to-date information on Sellsy services and products.
- Educational resources: guides, information manuals, white papers and other informative articles also support users’ ongoing learning.
- Sales and marketing functions: in addition to learning directly related to the technical aspects of CRM itself, the Sellsy Academy also offers training in various sales techniques, digital marketing, lead management, converting prospects into customers, etc.
These various training courses reflect Sellsy’s commitment to working alongside its customers to provide ongoing support and help them achieve commercial success.
Software that’s constantly evolving to meet the needs of small and medium-sized businesses
From its beginnings as a simple invoicing application, the software has gradually evolved into a comprehensive suite capable of meeting the diverse needs of a large number of businesses in all sectors.
But be warned: the evolution of the software is not yet complete – far from it! With Research and Development at the heart of the concerns of the creators of this customer management solution, it’s logical to assume that new functionalities will soon be added. For ever-growing sales performance!