Sales & Marketing
Create your AffinityLive account now!
AffinityLive helps you create, track, manage & convert opportunities without hassles & fuss.
Market to your leads & clients and then manage the sales & proposal process - which is fast, easy to use & designed for professional service sales.
Watch video - Sales & Marketing
Manage the sales process, your way
Selling professional services is different to selling products, which is why other CRM products are such a poor fit for professional service businesses. Follow up reminders, responsiveness to client emails and questions, managing proposals and keeping on top of a client relationship are critical to successful selling.AffinityLive helps you define, build and follow the sales process your own way, without any programming, striking the balance between a structured process and the flexibility required in relationship sales.
Capture emails, meeting notes & docs
Unfortunately, the sales process in professional services can be long and winding. To make sure you and your staff don't miss anything, AffinityLive automatically captures all sales related emails against opportunities in a central, searchable system.Sales staff can also use AffinityLive to schedule appointments (which ties in with their calendar), record their meeting and call notes, and store their proposal documents directly against an opportunity, ensuring nothing is lost.
Run integrated marketing campaigns*
It is well known that it costs a lot less to sell to an existing client than a new one, and this is even more true in professional services. Having a great client database is one thing, but you also need be able to reach them effectively.With AffinityLive, you can run marketing campaigns that include email, direct mail, telemarketing channels, and target new leads or existing clients with ease. When you get a bite, you can easily convert the target into a prospective sale, following the success of the campaign all the way to a closed sale.
*Coming soon
