Sales Automation

Collaborate on deals, task assignments, and activities. Automatically link sales orders and quotes to opportunities without manual intervention, preventing re-entry and enabling finance to quickly generate an invoice when the deal is closed. Get a complete view of opportunities and contacts.

Assign leads to internal and external users. Import and classify leads from Excel spreadsheets. Empower partners to manage accounts (with access controls) and include all sales channels in consolidated reports. Gain efficiency with workflow-assisted lead assignment and sales management.

Use workflows to manage approvals mandated by your sales processes. Reassign unanswered approval requests to a different approver automatically. Restrict rights to specific customer accounts for information security. Establish automated notifications across departments based on business activities. Track activities and delegate tasks. Automatically reassign outstanding tasks when pre-defined conditions are not met.

Ensure consistency with branding guidelines. Create emails for contacts, employees, and leads with predefined, brand-consistent templates and send features for automatic distribution. Automatically track email responses.

Create announcements and default dashboards for each salesperson to match their individual needs. Dashboards and Favorites link salespeople to real-time information delivered in tabular or graphical form. Get robust out-of-the-box summary reports on the full opportunity pipeline that report on multiple criteria, such as stage, estimated close, salesperson, and ID.

Streamline task management with dedicated task windows that enable each user to view all tasks assigned to them, including task status, deadlines, and task pipeline.

Configure rules to check for duplicate contacts and leads with warnings prior to creating new records. Leverage Google and Bing address services to look up company and contact addresses. Preserve data integrity by removing duplicate contacts by name and/or address and using fuzzy logic to review fields with formatting discrepancies.

Use configurable side panels to quickly access related record information for business accounts, contacts, opportunities, sales orders, or support cases without navigating away from the screen. Create and manage events from one screen with convenient side panel.

Create and manage customer and prospect accounts and contacts. Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Convert leads into business accounts and contacts linked to activities, tasks, opportunities, cases, and documents.

Automation associates emails with related support case activities and tasks.