As our sales team has always been using the traditional way to keep track of our customers' activity report, we realize that to optimize our productivity we need a better platform that can allow us to better perform. OPTIMA has been very helpful in providing us the platform required for sales CRM as well as assisting us in every processes of building the sales approaches; this goes from the configuration of the data field, products generation, the generation of sales stages, and the KPI dashboards. All of which have been specifically tailored to our sales team from the coaching session. This had helped reinforce our sales core and we highly recommend OPTIMA for their enthusiastic mindset and professionalism.
Sales & Product Engineer
CDG Group Thailand