Sales Process Automation

Empower your sales team and increase their productivity with streamlined and automated sales processes.

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 Sales Process Automation Process - Sales Process Automation

Sales Process Automation Process


Automate and streamline all the stages in the sales process to increase the productivity of your sales team, thereby converting more opportunities into deals—faster. Leverage our workflow automation, document management, social engagement, mobility, and integration tools to empower your sales force.

 -  - Sales Process Automation
Sales Process Automation

Account Management

  • End-to-end account planning and execution, including account-level targets, social connects, competitor intelligence, and relationship strengths
  • 360-degree customer view to drive recurring business and referrals

Lead and Opportunity Management

  • Comprehensive management of the sales process, from lead creation to final conversion
  • Sales activity enablement, including appointment scheduling, collateral management, and quote generation

Activity Planning and Monitoring

  • Management of sales geographies, goals, and field meetings/activities planning
  • Monitoring and tracking of all activities to streamline the sales process
Sales Process Automation

Telesales Management

  • Outbound calling for tele-callers through computer telephony integration
  • Use of marketing lists, dialers, and specific opportunity management processes for improved telemarketing

Mobility for Collaboration and Access

  • Single, mobile-enabled platform to improve internal collaboration on all customer interactions and activities
  • Intuitive, clutter-free mobile app, equipped with offline access capabilities, for increased mobility

Social Selling

  • Keyword detection and lead creation through integration with social channels
  • Prospect conversion by responding to feedback on social channels through CRM

Success Stories

7 billion documents digitized and stored - Sales Process Automation
7 billion documents digitized and stored
A leading South Asian life insurance company leverages the world’s largest document management system to digitize 7...
Increased automation and accessibility - Sales Process Automation
Increased automation and accessibility
US-based public safety department automates their inmate records management system for increased accessibility.
Document access anytime, anywhere - Sales Process Automation
Document access anytime, anywhere
Leading statutory authority of the Government of Australia migrates their registry system onto a single platform for...

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