Sales

Empower your team and watch them drive sales performance

Streamline full-cycle and gain visibility across sales pipeline activities to make more informed business decisions.

What are the benefits of CRM in Sales?

Make more informed decisions faster using our powerful and easy-to-understand sales reports and drive revenue in your business faster.

Spend more time connecting with customers by reducing time spent on sales administration

Gain customer insights that matter so your team works on the right leads, at the right time.

Track sales performance across your business with customizable dashboard view to foster an effective sales team

Features that Accelerate Sales Performance

Opportunity Management

Using real-time opportunity analysis so teams can better manage pipeline at every stage.

Manage leads and close sales faster by using our automated workflow
Ensure the most qualified sales representatives handle your key opportunities

Quotes and Orders

Improve response time by providing sales quotes along with up-to-date product and pricing information.

Create accurate quotes and orders
Automatically generate sales proposals using predefined templates

Reporting

With powerful reports and sales graphs, management can access business data and sale team’s performance to make informed decisions.

Choose from a comprehensive selection of powerful analytics reports like win/loss, forecasts, and performance metrics.
Gain customer insight and achieve a competitive advantage by focusing your team’s efforts on the most profitable activities.

Forecasting

Real-time, accurate forecasts so you can respond to changing customer requirements.

Consolidate forecasting information and gain insight on pipeline health.
Monitor tracking history and use this information to improve future sales performance

Customer Service

Understand customers better.

Enhance your ability to track, manage, and solve support cases while rolling-up all customer data into a reliable, aggregated view.

What are the benefits of CRM in Customer Service?

Have more meaningful conversations with customers with access to the full details, context, and history.

Manage and resolve customer service cases more quickly with automated processes.

Seamlessly handle cases and save time by storing information in a central knowledgebase.

Improve efficiency by getting reports on critical customer service metrics quickly and easily.

Features That Foster Stronger Customer Relationships

Team management

Give each team member what they need to resolve customer service issues.

View customer service cases assigned to you and your team.
Monitor metrics like case volume, history, and resolution times.

Knowledgebase

A centralized database that can be accessed anywhere and anytime.

Eliminate duplicated effort from manual entry.
Gain immediate access to synchronized information for complete customer visibility to find solutions quickly and enhance the end user’s experience.

Case Management

Increase call resolution and improve quality of service with access to real-time information.

Manage customer service cases by routing cases to the appropriate people.
Guide your customer service team by automating processes and specifying a sequence of steps required to resolve a case.

Web self-service

Real-time, accurate forecasts so you can respond to changing customer requirements.

Consolidate forecasting information and gain insight on pipeline health.
Monitor tracking history and use this information to improve future sales performance

Analytics & Reporting

Monitor and measure the performance of your customer service team with easy to create reports.

Access a comprehensive suite of standard and custom reports.
Boost team efficiency using customizable dashboards such as call volume, case resolution times and follow-up statistics.

Service Process Automation

Create end-to-end workflows to automate and scale repetitive business processes with simplicity.

Customized Marketing

A tailored CRM can help the marketing team to achieve their desired state.

Automate marketing team engagement, content calendars, and campaign across email marketing, social media, and more.

What are the benefits of Customized Marketing?

Know your customers better and create targeted and measurable marketing templates that can seamlessly connect across marketing channels.

Foster loyalty and relationships by personalizing communication every step of the way

Execute high-quality campaigns to deliver relevant messaging and to optimize efforts and reach targeted audience

Plan marketing campaigns with precision, track the results of these campaigns and run campaign reports within minutes

Features to have your marketing voice heard

Collaboration

Facilitate collaboration and manage relationships across multiple channels.

Plan and execute campaign with sales for higher quality leads.
Create and share personalized call lists based on responses to your campaigns

Automated Campaigns

increase return on marketing investment by targeting the right companies with focused campaigns.

Powerful e-marketing capabilities to send personal emails and convert leads into customers
Automate communications with current and prospective customers

Actionable Reports

Gather valuable information about each email or campaign.

Connect relevant data to learn customer behaviour and improve engagement.
Extrapolate marketing insights from raw data and turn them into actionable strategies.

Survey Customers

Know your customers better than before.

Survey your customers and track their responses.
Use powerful campaign reports to adapt and improve your next campaign

Beyond Sales & Marketing

Drive innovation by optimizing your application toolkit with tailored solutions

Build a reliable and synchronized data center with business intelligence, reporting, and real-time data sharing across your organization.

What are the benefits ?

Repurpose management and tracking features within CRM.

Clients can track information they need within one environment without get another application

Total solutions provider by getting a tailored CRM

Service Providers

Eliminate manual processes by integrating your frontend with your financial system and other legacy systems.

Easily assign opportunities, support cases, and tasks to the right team member by using custom scheduler.

Enhance processes by implementing automated approval workflow and notifications.

Manage and track projects, jobs, opportunities, resources, tasks, and claims with advanced workflow.

Reduce quotation fulfillment time by tailoring your Order Entry system.

Senior Living

A tailored solution that is beneficial for long-term care homes and retirement facilities. Your solution can repurpose existing functionalities of CRM to manage and track residents and tenants.

Easily assign opportunities, support cases, and tasks to the right team member by using custom scheduler.

Eliminate manual processes by integrating your frontend with your financial system and other legacy systems.

Reduce quotation fulfillment time by tailoring your Order Entry system.

Manage and track projects, jobs, opportunities, resources, tasks, and claims with advanced workflow.

Not for Profit & Education

Supports and organizes memberships and programs with allocated government funding.

Track member profiles, program memberships, enrollment and renewals, fees, and funding using Membership Management solution.

Track and manage Continuing Education Credits, retention, and expenses based on your requirements.

Customized member portal to renew membership, submit documents, and complete payments.

Integration

Extend core capabilities using integrated add-ons.

Build a seamless flow of accessible data by integrating your business management platform with your unique tech ecosystem.

What are the benefits?

Maximize business agility by creating a network of applications that connect to your system.

Automatically sync channels of data so teams can stay on the same page

Put processes in place across your organization and scale your business