Sales & Support for your industry.
Different industries have different customer journeys. Use Sales XRM to organise opportunities and Support XRM to handle enquiries, tickets and service follow-up. These examples show possible workflows, not verified customer results.
Healthcare
- • Enquiries scattered across phone, email and chat
- • Corporate service opportunities need clear ownership
- • Service follow-ups need a visible status
Sales XRM can organise corporate service opportunities and forecast their value. Support XRM can track general enquiries and service tickets. Assess your privacy and clinical-system requirements before handling sensitive health information.
- Clear opportunity stages
- Assigned service follow-ups
- Separate sales and service reporting
Banking & Insurance
- • Prospects and renewals need consistent follow-up
- • Service enquiries span multiple channels
- • Regulated teams need carefully scoped access
Use Sales XRM to manage prospect and renewal opportunities. Use Support XRM for customer conversations, ticket ownership and SLA monitoring. Review regulatory, recording and retention requirements for your deployment.
- Visible renewal pipeline
- Customer-linked service history
- Role-based access to company data
Government & Public Sector
- • Citizen enquiries arrive across departments
- • Service commitments need tracking
- • Supplier or partnership opportunities lack a shared view
Support XRM can organise citizen enquiries, routing and service tickets. Sales XRM can track partnership or commercial opportunities where appropriate, with stages, owners and expected dates.
- Clear service ownership
- SLA and queue visibility
- Structured partnership follow-up
E-commerce & Retail
- • Product enquiries need a sales follow-up
- • Customers contact different channels
- • Sales opportunities and support issues sit in separate tools
Sales XRM tracks enquiries through qualification, proposal and close. Support XRM handles conversations and tickets, while customer records show both opportunities and service history.
- Less duplicate lead entry
- Connected customer context
- Sales forecasts alongside service statistics
Telecommunications
- • Business accounts need pipeline visibility
- • Technical support needs clear routing
- • Managers need revenue and service views
Sales XRM organises new accounts, upgrades and renewal opportunities. Support XRM provides configured voice routing, customer conversations, tickets and live service dashboards.
- Track account opportunities
- Review service queues and SLAs
- See upcoming closes and customer issues
Built for your industry. Tuned for your team.
Explore both Sales XRM and Support XRM around your sector’s acquisition, service and access requirements.