Turn scattered customer data into a “treasure trove” your sales team can use. Discover a CRM system designed specifically for modern sales teams. Focus on what’s important and increase sales without the headaches of complexities and uncertainty surrounding the influx of sales teams
Sales Insights
Stop “guessing” and start “closing” sales with smart data
What is a CRM system?
MOAI-CRM
Sales Insights
Is your sales team experiencing these issues with your old CRM system?
A CRM system isn’t just a data capture program; it’s an “assistant” that makes sales teams’ work easier. Unfortunately, most CRM systems on the market…
- Unnecessarily complex: While they can do so much, they come with significant complexity. They require a long learning curve and complicated setup, ultimately leading to sales teams being reluctant to use them because they’re too “difficult.”
- Overloaded with features: Hundreds of small tools offer everything they need, leaving you with no idea where to start. Your sales team wastes time learning features they don’t use, instead of spending time on “selling.” Management, on the other hand, is unanimous: “Buy 100%, use 20%, and there are a lot of limitations.”
- Designed for office workers: Most systems aren’t designed for sales teams on the move, resulting in slow data updates and management losing sight of the true picture
MOAI-CRM Sales Insights
The power of “right, complete, and concise” without being “complicated.”
We’ve leveraged the strengths of enterprise-level CRM systems to make them “simple” and “sharp,” meeting the needs of modern sales teams who demand speed and accurate data
1. Truly Focus on Field Sales
This is where we differ! We’re not just a CRM with a check-in feature. We’re a system built for sales teams on the move.
- Check-in/Check-out: Confirm on-site customer visits with photos and signatures.
- Mobile Reporting: Sales teams can report visits, open quotes, or record issues instantly from their mobile devices, without having to wait until they’re in the office.
- Manager Dashboard: Instantly track where your team is and what activities they’ve completed, without waiting for end-of-day reports. Sequential weekly and monthly reports ensure seamless follow-up.
- Intelligent Route Plan: Prioritize daily customer visits for maximum efficiency. Optionally, generate Mileage Reports if desired.***
2. Actionable “Insights” (Not Just Hard-to-Read Charts)
We provide the “answers” your sales team needs.
- Clear Sales Pipeline: See at a glance which deals are at which stage, who are the hottest “targets.” Detailed pipeline management features ensure smooth flow between your team and your work progress.
- Executive Dashboard: Summarize sales, team performance, and people performance, and see accurate trends to help you make sharper decisions
- Missed Opportunity Analysis: Instantly know why deals are “losing” so you can improve your strategy, rather than just keeping the data. What sets us apart is the insights into “winning” deals, ensuring you stay ahead.
3. “Automation Flow” Built for Sales
“Sales Insights” focuses on what helps you sell faster.
- Reduce redundant paperwork: Set up the system to automatically generate quotes, send follow-up emails, or create tasks as deals move to the next step.
- Intelligent Notifications: Never miss a follow-up. The system notifies the sales team when a follow-up is due or when a customer opens a quote.
- Automatic Task Assignment: When a new lead arrives, the system immediately assigns it to the responsible salesperson, eliminating the need for a middleman. This also supports assignments when salespeople leave and return
Comparison Table:
Why is “MOAI-CRM Sales Insights” a better fit for you?
| Feature | MOAI-CRM: Sales Insights | Global Brand 1 | Global Brand 2 |
|---|---|---|---|
| Complexity | Easy to learn, ready to use immediately (sales team adapts quickly) | Very high (requires a dedicated admin for configuration) | Moderate to high (many features with a learning curve) |
| Key Strength | Optimized for Field Sales management and actionable Insights | Powerful High Customization and AI capabilities | All-in-One ecosystem with multiple integrated apps |
| Automation | Focuses on sales workflow (simple, goal-oriented setup) | Highly flexible but complex (requires coding or advanced logic setup) | Highly customizable but can be confusing with too many options |
| Onboarding | Fast setup (cloud-based, Thai support team available) | Slow and costly (long implementation process) | Moderate (requires time to explore a large number of features) |
| Value for Money | Cost-effective — pay only for what you actually use | High price with hidden costs (add-ons, consulting fees) | Good overall value but expensive for unused or unnecessary features |
Sales
Insights
Ready to transform your sales team into a “Smart Sales Team”?
Let MOAI-CRM: Sales Insights be the tool that helps your team work less, but produce more.