CRM Capabilities Out of the Box

  1. Manage your sales funnel with no effort. 

  2. Follow-up on phone calls and meetings 

  3. Analyse the quality of your leads to make informed decisions 

  4. Save time by integrating emails directly into the CRM application. 

  5. Track your opportunities pipeline with the revolutionary kanban view. 

  6. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues. 

  7. Bring social intelligence to your sales process. Gain insights from social media site LinkedIn to find prospects easily and load their data automatically into your address book. 

  8. Create leads automatically from incoming emails.

  9.  Analyse leads efficiency and compare performance by campaigns, channels or sales team. 

  10. Find duplicates, merge leads and assign them to the right salesperson in one operation. 

  11. Spend less time on administration and more time on qualifying leads. 

  12. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations. 

  13. Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive. 

  14. Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. 

  15. As a manager, it's easy to see what your team is busy with. 

  16. Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)

  17.  Optimize campaigns from lead to close, on every channel. 

  18. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line. 

  19. Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. 

  20. Align sales teams around clear business objectives with challenges, personal objectives and team leader boards. l what's the value for the customer for this feature.

CUSTOMER

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MANAGEMENT