SALES AUTOMATION

PIPELINE MANAGEMENT

▪ Lead & Opportunity
▪ Contact & Account
▪ Social & Website Integration
▪ Lead Scoring
▪ Territory Management

ACTIVITY & PROCESS

▪ Task Management
▪ Schedule Management
▪ Minutes of Meeting
▪ Organization Chart to Map

COMMERCIAL

▪ Product Catalogue
▪ Pricing and Multi Price List
▪ Quote Management
▪ Book Order
▪ Renewal Management

360 UNIFIED VIEW

▪ Lead 360 view
▪ Opportunity 360 view
▪ Account 360 view
▪ Activity Canvas

DASHBOARDS & REPORTS

▪ Role based dashboards
▪ Custom reports and dashboards
▪ Set Team Target through system

Account/Company Creation

Contact Management

Lead Management

Opportunity Management

Lead/Opportunity Scoring

Territory Management

Task with Reminders

Meeting

Minutes of Meeting

Organization Chart

Product Catalogue

Multiple Price List

Quote

Book Order

Lead, Opportunity, Account

Activity Canvas

Personas based Login – Inside Sales, Sales, Key Account Management, HOD, Management