CRM systems
Perfex Customer relationship management
Every customer conversation deserves a clear next step.
An enquiry is rarely lost because someone ignored it. It is lost because the next step was never written down or assigned. We implement and adapt Perfex so that next step stays visible to the team.
Leads
- New 4
- Contacted 3 Nile Supplies Co. Assigned to: Mona
- Proposal sent 2
- Won 1
Nile Supplies Co.
Everything on this one enquiry
- Note They asked for a quote covering three branches; the buyer decides.
- Task Follow-up call — Sunday
- Proposal Draft ready for review
The note, the task and the proposal all hang off the same enquiry, so the next colleague does not start from nothing.
From enquiry to next step
What actually changes
-
The enquiry has an owner
Every lead is assigned to someone, so none sits in the grey area between two people.
-
The next step has a date
A follow-up is a written task with a date, not an intention in somebody’s head.
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The context is all in one place
Whoever opens the record finds the notes, proposals and previous tasks together.
What the system does
Organised by what the team is doing
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Working the pipeline
- Leads and the Kanban board
- Proposals and estimates
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Managing accounts
- Customer records
- Contracts
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Getting the work done
- Tasks and projects
- Time and expenses
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Service and billing
- Support tickets
- Invoices
- Reports
We decide with you which of these to switch on, based on your team’s size and habits. Turning everything on at once is the quickest way to have the system ignored.
Together’s role
We implement the system and adapt it to your team
Perfex is an independent product with its own makers. Our role is to implement it, adapt it, and help your team actually use it in their daily work.
- Installation and initial setup
- Hosting and running it on our infrastructure
- Roles and permissions
- Follow-up stages shaped to your sales cycle
- Connections to your systems where possible within scope
- Training the team on daily use
Every solution is quoted against its own scope, once we understand how you work and what you need.
Common questions
Questions before implementing
Is Perfex a Together product?
No. Perfex is an independent customer relationship management system with its own developers. Together’s role is to implement it, configure it around how your team works, and help you use it.
How is it different from an ERP?
A CRM concentrates on the run-up to a deal and the relationship afterwards: follow-up, proposals, tasks and support. An ERP concentrates on connecting the operational and financial record. Some companies need only one, and we help you work out which.
Can the follow-up stages be changed to match our sales cycle?
Yes — shaping the stages is a core part of setup. We start from your real sales cycle and fit the board to it rather than imposing a generic order.
What do we need to start?
A description of your sales cycle, how many users, and what you track today and how. We will show you the system against a case close to your work, then send a quote against the scope.
Start by describing how you follow up today
Tell us how an enquiry reaches you, who follows it, and where the next step goes missing. We will come back with a demo and a quote against the scope.