CRM Module

CRM

Optimize sales with Pawa CRM's analytics and sales operation planning capabilities

Boost your team's productivity with a data-driven customer relationship management system (CRM) built to streamline sales processes, enhance customer relationships, simplify operational planning, and drive measurable success across various industries, from retail to B2B markets.

Transform your sales operations with a dynamic platform that seamlessly integrates CRM analytics, retail execution software, and comprehensive sales operations planning for actionable insights and success.

Designed to cater to diverse industries, this platform streamlines workflows, enhances engagement, and provides customer intelligence to drive performance. Whether managing a retail salesforce or handling B2B client relationships, this CRM adapts to your unique needs while integrating perfectly with the PAWA’s sales analytics module for unmatched strategic advantages.

With robust features like advanced CRM analytics, task management, and customer hierarchy organization, you can efficiently manage accounts, plan targeted activities, and track performance. The streamlined integration with PAWA sales analytics provides detailed dashboards, personalized reports, and metrics that complement the CRM’s sales operations planning capabilities. Together, they help teams stay aligned with business goals while executing field activities, promotions, and audits using powerful retail execution software tools.

Leverage the synergy between CRM analytics and PAWA sales analytics to gain an all-encompassing view of sales performance and customer interactions. This combination enables data-driven decision-making, optimizes strategies, and augments productivity. By combining intuitive CRM tools with robust retail execution software and comprehensive sales operations planning, your business achieves lasting growth and operational excellence.

Popular CRM features

Powerful CRM analytics and insights

Gain real-time visibility into sales performance and customer behavior

Harness advanced data-driven analytics to track key metrics, monitor team performance, and evaluate customer interactions. The platform offers customizable dashboards and detailed reports, enabling teams to gain a clear and actionable overview of progress.

By turning raw data into insights, this feature helps businesses make informed decisions that strengthen productivity, refine strategies, and drive growth across operations.

Streamlined sales planning and execution

Align strategies and execute field activities with precision and ease

Plan, structure, and execute sales operations effectively with tools designed for strategic planning and retail execution. Assign tasks, schedule visits, and track campaigns efficiently in one cohesive platform.

With top-down task targeting, managers can send dedicated instructions to specific team segments, the entire team, or select customer groups with just a few clicks. This enables the rapid execution of promotional campaigns, information gathering, call structuring, ensuring alignment with broader business objectives while maintaining organization and efficiency.

Smart task, territory, and visit management

Organize tasks, territories, and visits to optimize account coverage and productivity

Manage visit schedules, revisit cycles, and territory segmentation to ensure complete account coverage. Easy-to-use functions allow managers to efficiently assign tasks and track progress, so that no account is overlooked.

Synchronize schedules with Office 365 to improve coordination, ensuring flawless data access and empowering sales leaders to operate effectively across territories.

360° account review

Empower your team with a complete view of customer accounts

Access all key account data, including performance indicators, objectives, notes, images, contacts, documents, and activity tracking, in one centralized platform. This comprehensive overview gives your sales department the insights needed for strategic customer engagement.

By tailoring actions to each account’s needs, sales reps can deliver personalized experiences, strengthen relationships, and achieve better business outcomes.

Effortless account management for diverse account types and statuses

Organize customer information to enhance relationships and manage all account types

Handle accounts of varying statuses, such as prospects, active clients, or dormant accounts, with ease. Functions for managing hierarchies, preferences, and transitions ensure smooth progression from lead to long-term customer.

This feature’s flexibility allows for tailored strategies that align with specific account types and statuses, boosting engagement and satisfaction.

Integrated communication management

Manage notes, contacts, and events to streamline team collaboration

Centralize communications in one platform, with functions for note-taking, calendar scheduling, and task management. These capabilities ensure all team members stay informed and aligned on customer engagements.

Simplifying collaboration improves overall team productivity and enhances customer interactions, which creates a unified approach to relationship management.

Customizable platform for your unique needs

Adapt the CRM to fit your business with flexible customization options

Add custom attributes to accounts, create tailored views, and adjust workflows to match your business requirements. The platform evolves with your organization’s needs, ensuring continued relevance.

Personalization enables sales specialists to focus on specific scenarios, improving efficiency and creating a more seamless experience for users.

Call and activity goal management

Set, track, and achieve performance goals to drive team success

Define and monitor goals for calls, incremental sales, activations, and other key activities. The platform provides visibility into top performers and helps foster a culture of accountability and growth.

With this feature, reps stay focused on clear objectives, while managers can identify strengths, address gaps, and ensure alignment with overall targets.

Seamless integration with APIs

Connect with existing systems for a unified data ecosystem

Integrate seamlessly with ERP systems and other platforms through robust APIs. This ensures data synchronization, smoother workflows, and better connectivity between systems.

By bridging systems and streamlining operations, this feature minimizes silos and bolsters the efficiency of your overall business ecosystem.

Optional: customer stock management (CSM) and order taking

Streamline stock management and order taking while driving sales growth

Manage stock and orders directly from the CRM, enabling sales professionals to handle orders efficiently, reduce stock-outs, and stimulate incremental sales. Integration with ERP systems simplifies synchronization.

Suggested orders and sales bulletins boost sales opportunities, while options for order tracking and customization make this module a versatile addition to your CRM.

Optional: offline capabilities for field sales reps

Stay productive even in areas with limited or no connectivity

Allow reps to work offline during site visits or remote tasks, with all updates syncing automatically upon reconnection. This ensures no interruptions in data collection or operational workflows.

Ideal for teams working in the field, this feature provides the flexibility to remain effective regardless of connectivity issues.

What are Pawa’s CRM advantages?

Enhanced efficiency and time-saving communication tools
Strategic alignment between sales operations planning and retail execution
Flexible customization for tailored business needs
Unified performance with Pawa’s sales analytics for fact-driven sales

Fast, seamless onboarding

Getting started with our SaaS solution is effortless, thanks to a streamlined process designed to integrate perfectly with your systems and maximize adoption

Initial contact & exploratory meeting

Start by reaching out to us for an exploratory discussion with one of our sales performance experts. This meeting helps us to better understand your challenges, goals, and how our solution can bring value to your business.

Proof of concept in just a few days

Once we sign an NDA, you can share sample data with us. Within 2-3 days, we’ll provide a fully functional proof of concept, allowing you to benefit from pre-built dashboards and reports using your own data.

Streamlined system integration

We work closely with you to automate data connectivity with your systems. Our integration experts assess the best approach—whether leveraging our existing ERP connectors or assisting your developers. We can also provide a turn-key connection ourselves. This step typically takes only a few days or weeks.

Tailored configuration & user adoption plan

Together with our product experts, we define key use cases to provide a successful rollout for your team. We assist in customizing the platform, training users, and preparing a structured onboarding process. This phase typically takes a few days to a few weeks, depending on complexity.

Full team training & post-implementation support

Your entire team receives comprehensive training, helping them to fully leverage the platform from day one. After implementation, we provide ongoing support to ensure a smooth transition and continued success.

Continuous innovation & long-term support

Our solution evolves with your business. We provide regular updates, maintenance, and expert guidance, making sure you always get the best value as your needs grow and change.

Powerful alone, even better together

See how Pawa modules in Sales Solutions can combine to increase your sales

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