Sales, CRM & customer engagement guides

CRM in the Philippines: what B2B and multi-branch companies need

What a CRM should do for Philippine companies: leads, accounts, pipelines, social media inquiries, SMS and email, ownership and follow-up across branches.

Field sales management for Philippine distributors and manufacturers

Manage field sales teams: territories, route plans, account visits, quotations and orders from the field, targets, productivity and coordination with deliveries.

Key account management for Philippine B2B companies

How to identify key accounts, build account plans, manage multiple stakeholders, run business reviews and measure account health and profitability.

Managing a B2B sales pipeline: stages, reviews and forecasting

Design B2B pipeline stages with exit criteria, run weekly pipeline reviews, forecast with weighted pipeline and fix the bottlenecks that slow deals.

Managing social media inquiries so no customer message gets lost

How Philippine businesses handle Facebook and social media inquiries at scale: one inbox, assignment to branches, response time targets, lead tracking and privacy.

Sales targets and commission plans that drive the right behavior

Design sales targets and commission plans for Philippine sales teams: target setting, plan structures, collection-based commissions and payroll.

SMS and email for business: reaching customers and suppliers responsibly

How Philippine companies use SMS and email for reminders, announcements and campaigns: recipient lists, personalization, consent, opt-outs and measuring results.

The order-to-cash process: from quotation to collected payment

The order-to-cash cycle step by step for Philippine B2B companies: quotations, orders, credit checks, fulfillment, invoicing, collection and the KPIs that matter.

CRM, engagement & marketing

Manage connected social media pages, reply to messages and assign conversations to employees. Send SMS and email to customers, suppliers and business contacts. Keep engagement connected to customer accounts, leads, sales pipelines, campaigns and follow-up.

Account & field sales

Support account sales with quotations, sales orders, job orders, modifications and deliveries. Monitor productivity, targets and sales per product for teams working beyond the checkout counter.

Social media engagement

Manage connected social media pages and accounts from Cirquolus CRM. Coordinate posts, review inbox messages and comments, reply on supported channels and assign conversations to employees so each inquiry has an owner and a next step.

SMS & email communications

Send SMS and email to customers, suppliers and other business contacts through Cirquolus CRM communication workflows. Organize campaigns and recipients, personalize messages and review communication history alongside customer and sales activity.