- Increase coordination with marketing by tracking leads in one centralised system.
- Automatically associate email messages with relevant leads or opportunities.
- Assign leads and tasks automatically based on predefined rules.
- Instantly light up the most promising leads with conditional formatting.
- Use guided dialogues to streamline the qualification process.
- Streamline lead scoring and conversion.
- Instantly segment your customer
- Close deals faster by centrally tracking key deal information.
- Enable more effective team selling with team-based ownership.
- Create and monitor customised offers and pricing for each opportunity.
- More effectively position against the competition with seamless competitor tracking.
- Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
- Streamline proposal creation with embedded document management capabilities.
- Establish consistent sales processes enterprise-wide with predefined workflows.
- Track generated revenue with out-of-box order and invoice tracking.
- Track all activities and interactions for each contact and account.
- Identify influencers, constituents, allies and roadblocks for each account.
- Quickly identify cross-sell and up-sell opportunities with embedded analytics.
- Automatically track contract renewal dates and details.
- Gain business insight with flexible dashboards and inline data visualisation.
- View key performance indicators in real time with prebuilt dashboards.
- Use built-in sales reports to conduct detailed analyses without IT assistance.
- Use robust data cubes for insightful trending analysis.
- Employ predictive analytics to identify key selling scenarios.
- Take advantage of the intuitive Report Wizard to instantly create ad-hoc reports.