Drive sales and closing by bridging the gap between Sales and Services
Account and Contact Management:
Have a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.
Opportunity Management:
See stage, products, complete etition, quotes, and more.
Lead Management:
Track your leads from click-to-close, while continually optimizing your campaigns across every channel. Make smarter decisions about where to invest your marketing dollars.
Sales Data and Forecasting:
Easily plan territories. Increase sales and marketing productivity with the latest, most accurate data. Get a real-time view into your team’s forecasts. Use inline editing, override visibility, multi-currency support, and more to stay on top of your business.
Customize Service Process:
Rapidly design and automate any business process with drag-and-drop simplicity. And drive success with flexible approvals processes for deal discounts, expenses, and more.
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