product-description-logo Plansom is an AI app that helps you create plans instantly into achievable objectives. It helps you prioritise your most important tasks first with AI assistance for every step

  • product-description-logo Automate routine tasks to improve accuracy and reduce sales cycle time.

  • product-description-logo Enhance the identification and conversion of potential leads to boost sales.

  • product-description-logo Implement a CRM to centralize and efficiently manage customer data.

  • product-description-logo Facilitate data-based decision making for strategic customer interactions.

  • product-description-logo Use CRM tools to increase customer retention rates through targeted engagement.



    Plansom is the AI App that helps you Succeed

  • product-description-logo AI powered plans to Double Your Productivity.

  • product-description-logo Algorithms to prioritise the most important task first.

  • product-description-logo Achieve goals quickly with AI support.

  • product-description-logo Built in collaboration to maximise team performance.

  • product-description-logo Track your team’s achievements in real-time.

Strategic CRM Implementation for Enhanced Customer Engagement and Sales Efficiency

As a rapidly growing company, you must manage customer relationships effectively. Installing a CRM system is a strategic move towards enhancing your customer engagement and sales efficiency. This implementation aligns with your company's goal of doubling productivity by enabling better data management, efficient lead conversion, and improved customer retention.

Key Strategy Components:

  • Centralized Data: Your CRM system will centralize customer data, making it easily accessible and manageable, thereby enhancing relationship building with existing customers.
  • Lead Conversion: The system will enhance your ability to identify and convert potential leads, supporting your sales team in growing your customer base effectively.
  • Retention Improvement: By utilizing CRM tools, you aim to increase your customer retention rates through targeted and personalized engagement strategies.
  • Data-Driven Decisions: The CRM will provide valuable insights, enabling you to make informed decisions based on customer data and trends.
  • Automation: Automating routine and error-prone tasks will not only improve accuracy but also shorten the sales cycle, contributing to overall productivity.

This CRM implementation is not just a technical upgrade; it's a strategic initiative to enhance your customer engagement processes and sales efficiency. With a focus on training and education for your new team, this system will be pivotal in your journey towards becoming a leader in customer-centric solutions.

How to Use Plansom - Step by Step Manual