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Sales
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Enable more efficient processes for your sales team with ability to;
Track all leads and ensure sales follow ups
Manage all projects to payment – real time
Upsell and cross sell renewables – PV, EV, Heat Pumps, Batteries, LED
Generate real-time sales dashboards and activity tracking
Access all customer data from one place
Store customer documents, sales proposals and contracts
Mobile access to sales information
Manage residential opportunities
Manage commercial multi-site multi project opportunities
View sales activity calendar
Email from Helios
Personalise with company logo on emails, sales documents
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