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