Hanna CRM Review

Problem #1: Be reminded about leads.

One morning, Jane went to a business breakfast, that went greatly – she met many nice people and possibly even few potential customers whom she agreed to call and arrange meetings later that week. She went back to her office, put collected business cards in her drawer and received the first call from a customer – she only remembered those cards a couple of months later.

While existing clients are very important, so are leads. Hanna CRM solves the issue of forgetting/missing a potential customer. The program has aLeads module, where you can keep all the information about your potential customers, follow their statuses and plan actions in order to convert a lead to a client. Moreover, the program can send you reminders, so your lead would not be forgotten or lost in the list.

Features: Leads module, Customers module, Tasks module.

Problem #2: Automated reports

Dave is a sales team manager and has to evaluate his team’s results every month. Unfortunately, it takes one precious day from his month to prepare a report for the CEO. If only there would be a way to make one fast report that would include tasks, emails, and calls.

To save a lot of time that is usually spent on data analysis, Hanna CRM offers various reports that you can export from the program. In Dave’s case, Hanna CRM has a management effort report, which analyses completed tasks, sent and received emails and done and received calls. Hanna CRM has integrations for telephony and email, hence, the system can provide statistics of all calls and emails. Moreover, this report can compare raised goals with actual results.

Features: Reports module, Tasks module, Integration with email, Integration with telephony.

Problem #3: Make onboarding easier for the new employee.

New employee Mary just joined the sales team in your company. She received a call from a former customer who claimed he received a proposal from your company a year ago and its price was 1000 Euros – he is ready to accept that proposal now. Mary got confused because today’s price of the same service was 1600 Euros. Is the customer telling the truth? Or did her manager provided her wrong information? Who should she believe?

Hanna CRM program allows you to keep all the information about the customer in his profile – there you can keep proposals – sales opportunities, invoices, pre invoices, contracts, emails, and any other related history. It’s easier for your new employee Mary if she could reach all this information and would not have to run around the office trying to find out who contacted this customer a year ago and what the proposal was. Instead, all the information about the proposal and actual document sent would be there in the customer’s profile.

Features: Customers module, Opportunities module, Tasks module, Integration with email.