The sales team is the key revenue-generating department in any organization. Power them with efficient, paperless, standardized and continually optimized workflow-based processes and data
Get rid of the inefficiencies from using paper-based forms and workflows. Create apps to collect customer information, order details, purchase requests, cancellation requests, and get real–time access to the submitted data.
From lead information and quotation status to sales reports, the sales team can use any device from anywhere to access and track relevant data. Reports and dashboards provide actionable insights.
Create a central hub for sales automation including contact, account, and opportunity management. Facilitate the sales department in maintaining customer history and key contact information.
Capture lead data using any device without the need for spreadsheets. Configure trigger alerts and follow-ups with ease and send system-generated documents to extend the value of your CRM environment.
Create and maintain the up to date product and services catalog in a central repository. Structure the information based on factors like price, model, specifications, etc. as per the business needs.
Auto-generate sales contracts based on information captured in the CRM and push them through the automated workflows for stakeholder’s reviews and approvals. Eliminate delays from using manual processes.
Get real-time access to sales performance data for products, services, and the sales team. Create custom reports and charts and add them to your dashboard for anytime access.
20% improvement in sales conversion