Lead Management

• 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

Opportunity Management

• 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.

Account Management

• 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.

Sales Analytics

• 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.