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Sales Management

Boost your sales with high-quality leads and faster deal closure.

  • 35%

    Increase in
    avg. deal size

  • 45%

    Increase in
    cross sell

  • 60%

    Faster
    sales cycles

*Achieved by our CUSTOMERS

 
           

Lead capture - email, sms, social media, web form, etc.

Capture leads from multiple channels. Assign them to the concerned sales reps depending on their area of expertise and ensure sales fulfilment within the commited time to the customer.

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lead capture
Leads

Leads

Manage sales leads using smart layouts, assignment rules and workflow. Tag to marketing campaigns to analyze ROI and improve effectiveness.

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Opportunities

Manage your deals and pipeline more effectively, across geographies. Ensure faster closures through improved collaboration and timely actions.

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Opportunities
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Cross sell

A smart tool to create personalized offers and make them available at all customer touch-points. Make the right offer at the right time through the right channel for high conversion rates.

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Customer Accounts and Contacts

Comprehensive 360 view of customers including profile, contacts, family grouping, product holdings, wallet share, cross-sell offers, opportunities, service requests, documents, interactions, history and more

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Customer Accounts and Contacts
Quotations

Quotations

Design and send accurate quotations using standard and easy to use templates. It will help the sales teams to send smarter and accurate quotations a lot faster boosting productivity.

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Forecast

Get accurate forecasts based on current pipeline and previous trends.

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Guided Selling

Guided Selling

Boost sales effectiveness with call scripts and real-time system driven help. Reduce sales cycle time and improve customer experience with more intelligence at all customer touch-points.

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Activities

Plan and monitor all the meetings and activities effectively. Get timely reminders, ensuring no overlaps or critical schedule oversights. Unify all the members in the sales, pre-sales and other suppoting teams through shared calendars.

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            Activities
            Collaboration

Collaboration

Boost productivity and effectiveness with a smart tool to interact with other teams and team members. Share and get information on the go.

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Workflows

Create smart and optimized processes depending on products, customer segments, geographies etc. to reduce turn-around-times and deliver great customer experience. Guarantee compliance using multi-level escalations and assignments.

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            Workflows
            Business rules

Business rules

Create smart business rules with a simple user interface to manage complex eligibility criteria, offer presentation, approvals and assignments.

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Partners

Manage relations with distributors and empower them with all the information to sell better. Boost their performance with timely feedback and incentives.

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Partners
Performance

Performance

Monitor performances of team members, take actions on timely basis to ensure that targets are met on time. Empower teams to exceed targets with timely information and assistance.

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Coaching

Provide enhanced training for sales teams to keep them updated about the latest offerings and trends in business.

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Coaching
            Content library

Content library

Gain access to latest sales collateral like presentations, fact sheets, white papers etc, from a centralized store. Save time and ensure brand identity is maintained in all customer communications.

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Competition

Capture reasons for losing opportunities to competitors with details of their products and services. Capture competitor wallet shares. Generate real-time reports to pinpoint bottlenecks and redesign strategies.

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Competition
Reporting and analytics

Reporting and analytics

Build ad hoc reports through a simple user interface. Get actionable insights into sales performance with dashboards and reports.

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Customer Success Stories

Resources

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Profiting from customer lifecycle value.

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Are your sales & marketing team missing their numbers?

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Cross Selling Models