Simple in its complexity!

My Sales Buddy is a sales and marketing tool from True Momentum that will help you keep a track of your calls, manage your prospects and maximise your opportunity to win business.

There’s a lot of CRMs out there and whilst some are quite incredible in what they have to offer, too many of them are simply too complicated.

When all you care about is getting from A to B, do you really need a car with all the mod cons; keyless technology that involves a crazy combination of button pressing and pedal pushing to get the car started, or different drive modes that you don’t really understand and end up getting it wrong and wasting fuel?

What we’ve tried to achieve with My Sales Buddy is something that is effective in helping you manage your sales funnel, but not overly complicated that it becomes a pain to work with (which tends to mean that you’ll stop using it sooner or later).

Any tool that is supposed to help you do something better needs to be both effective and efficient and we think we’ve got that right

Key Features of My Sales Buddy

My Sales Buddy is based on three key components:

Contacts:

that’s the people you are talking to; whether that’s clients, potential clients, suppliers, associates, indeed anyone.

Activities:

that’s the calls you are making, the meetings, the messages, pretty much all of the interaction you have with your contacts.

Opportunities:

and this is what it’s really all about. The prospects and proposals, those potential orders; some to chase now, some to log for the future. My Sales Buddy makes sure you stay on top of each and every one of them.

Sales buddy ties these all together so you know what’s next on the horizon; who you should be calling, who you need to chase, and what you need to do next in terms of managing a sales funnel!

• It allows you to add and update key information relating to your contacts
• It allows you to log activity and set reminders
• It allows you to log opportunities, associating any activity above that relates to it and setting reminders.

Here’s what a few of our customers have been saying:

Bonus Features of My Sales Buddy

Whilst our aim will always be to keep My Sales Buddy simple, we have added some features that our customers really like:

Import / Export functions: this is particularly useful if you already have information in other systems, in spreadsheets or CSV files, that needs importing into My Sales Buddy.

MailChimp Integration: the key part of any email campaign this follow up, and My Sales Buddy can make sure you follow up on every open, every click-through, with just a few clicks.

Team Work: even a very basic account allows up to 3 users to work together so you can share information and allocate follow up.

Sales Forecasting: whilst My Sales Buddy is not and never will be an accounting package, it does allow you to add potential payments against any opportunity; detailing its value, the timescale, its probability and it’s status, just so you can focus on where the money is, and that’s what it’s all about isn’t it?

Are you ready to be a sales super hero?

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