Sales and marketing

Sales and marketing

PlanMill Accounts

Manage customer contacts

Add contacts, accounts, companies, and key persons information to your account for marketing and sales purposes.
You can link contacts to actions, request and campaigns. That way you find contacts from several places. And if you wish, add each company multiple persons.
Update effortlessly company contacts from the Asiakastieto Oy registry (Finland only).

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Register meetings, phone calls, and to-dos

Relate an action to contacts, requests, projects and opportunities.
You can transfer actions to calendar applications/tools like MS Outlook or Google Calendar with iCalendar.

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Manage marketing campaigns

You can create marketing campaigns and send mass emails. Keep track on who has been attached to which marketing campaign and track campaign responses.
Keep in touch your target audiences according your sales and marketing strategy.
Make your campaigns visually compelling with attractive graphics and images.

PlanMill Opportunity Board

Track sales opportunities

Track opportunities in the system (e.g. sales agreement) from a lead to closed deal.
Manage leads - identified, qualified, proposed and won or lost.
Relate opportunities to contacts, projects, request and partners.

PlanMill Sales Order items

Send sales order confirmations

Send sales quotes and order confirmations from PlanMill before delivering the products and services.
PlanMill creates invoice rows automatically based on the order information, where it is easy to get a big picture of your sales processes.

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Manage product information

With the help of PlanMill Price Book add-on (ERP subscribers) manage and share your product-related information.
Create the enterprise product model, product groups and pricebooks.
Take advantage of stored items when creating sales orders and contracts for pricing and other product related information.

Kaarina Koivuaho

Marketing Specialist