Trivena CRM
Leads, deals and accounts, with the order history attached.
A CRM that cannot see what the customer has bought is an address book with a pipeline chart on top. Trivena CRM reads the same records as your finance team, so a salesperson opening an account sees the deals, the invoices, the overdue balance, the support tickets and the deliveries in one place.
- Standalone CRM
- Pipeline spreadsheet
- Lead inbox
Part of win customers in the suite, included with every plan at no extra cost.
What it does.
Grouped by the part of the job each capability belongs to.
- Lead capture from web, email, phone and import
- Deals with custom stages, probability and forecasting
- Territory, team and individual targets
- Activity tracking across email, calls and meetings
- Duplicate detection against existing customers
- Full customer record shared with ERP and Helpdesk
- Contact hierarchies for larger organisations
- Order, invoice and payment history in the account view
- Credit position visible before a deal is closed
- Quotations generated from live prices and live stock
- Email threads captured against the deal automatically
- Call logging and recordings via Telephony
- Task and follow-up management with reminders
Because it is not a separate system.
Trivena CRM reads and writes the same database as every other application in your Site. These are things it can do only for that reason.
How the platform fits together- Closing a deal creates the sales order in ERP with no re-keying
- A form on your Builder site becomes a qualified lead with campaign attribution
- Support tickets appear on the account so sales are never blindsided
The Sales Agent works in here.
Works the pipeline: qualifies inbound, drafts follow-ups, and tells you which deals are actually moving.
It reads only what the person asking is allowed to read, it drafts rather than acts, and it keeps nothing after the conversation ends.
What the Sales Agent does all day- Which deals above 10,000 euro have had no contact in two weeks?
- Draft a follow-up to Van Dijk Logistics referencing their delivery complaint in March.
- Can we deliver 400 units to Rotterdam before the 15th?
- Summarise everything we know about this account before my call in ten minutes.
