General Features

Accounts and Contacts

Track 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.

Better understand complex organisational structures with hierarchal relationship tracking

Workflows

Help improve productivity with personal, team and organisational workflows.

Leverage guided dialogues across the sales organisation to reduce training and ramp-up time. Automatically create or assign tasks and activities when rules are triggered.

Automate simple or multilevel approvals with predefined workflows.

Automate scoring and distribution of leads. Set alerts for key events or milestones.
Define and enforce consistent sales processes enterprise-wide.

Mobility

Empower your sales force with real-time access to customer data from any web-enabled device.

Better prepare for customer meetings via real-time account details.

Rapidly respond to customer requests while on the road.

Continuously work details by updating and receiving leads 24/7.

Discover new up-sell and cross-sell opportunities right on the spot.

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.