Features and Benefits

SALES FORCE AUTOMATION

Lead and Account Management

  • Lead Management
  • Account Management
  • Activity Streams
  • Smart Email BCC
  • Integrated Engagement Tracking
  • Data enrichment for leads, contacts, accounts

Sales and Opportunity Management

  • Opportunity Management
  • Sales Forecasting/Pipeline Management
  • Custom Kanban Sales Pipeline
  • Product Catalog
  • Price books
  • Gamescope/Gamification
  • Customer Contract Management
  • Customizable Sales Process
  • Sales Team and Territory Management
  • Quota Management
  • Sales quotes
  • Sales orders

Optimized User Experience

  • Templated “Lead 2 Revenue” Best Practices
  • Simplified User Interface
  • Predefined Workflows, Rules and Triggers
  • List View and Report Templates

CROSS CHANNEL COLLABORATION

Internal Collaboration

  • File and Document management
  • Team Social Networking/Chatter

Partner  Collaboration

  • Cross Channel Activity management
  • Cross-channel Project Management
  • Partner Lead and Activity Collaboration
  • Partner Portal
  • Partner Automated Email Notifications
  • Partner Lead Email Summary

Partner  Relationship Management

  • Partner Lead Registration
  • Partner Communities

AUTOMATED LEAD DEVELOPMENT/MARKETING AUTOMATION

Smart Automations

  • Visual Campaign/Automation Wizard
  • Engagement Tracking and Segmentation
  • Lead Scoring
  • Campaign Dashboards and Analytics
  • Marketing Automations
  • SMS/MMS Automations

Email Automation

  • Sales Email Campaigns
  • Email Sequences/Auto-responder
  • Email Templates
  • Sales Inbox including 2-way Email sync
  • Email tracking for opens and clicks

Marketing Funnels

  • Lead Capture Forms (Web to Lead)
  • Facebook and Instagram lead ads

Customer Expansion Campaigns

  • Customer “Land and Expand” Marketing Campaigns

Account-based Marketing

  • Account-based Marketing Campaigns

CUSTOMIZATION

Custom Apps and Development

  • Custom Applications
  • Custom Objects
  • Custom modules
  • Custom Fields
  • Custom Record Types
  • Sandbox
  • Custom Development Environment/Builder
  • Mobile App Development
  • Drag-and-drop Custom Page Layouts

International

  • Multi-lingual support
  • Multi-currency support

REPORTING & DASHBOARDS

Reports

  • Reporting
  • Custom report
  • Advanced reporting features
  • SQL Reporting
  • Scheduled reports
  • Custom list views
  • Partner Activity Reporting

Dashboards

  • Customizable dashboards
  • Shareable dashboards

SECURITY

External Security

  • LDAP/ Microsoft Active Directory
  • Single Sign-on (SAML)
  • Advanced Password Management

Internal Access Control

  • Profiles
  • Roles and Permissions
  • Organizational hierarchy (roles)
  • Field-level security

INTEGRATIONS

Email and Social Media Integrations

  • Microsoft Outlook/Exchange Integration
  • Google/Gmail Integration
  • Facebook Integration

API and Web Service Integrations

  • Zapier Integration
  • Twilio/SMS Integration
  • Integration APIs
  • Webhooks
  • Data Import Export tools

App Marketplace

  • Partner Apps
  • App Marketplace

MOBILE

CRM Features

  • Mobile App
  • Full Mobile Offline sync

WORKFLOW/PROCESS AUTOMATION

  • Lead Routing (workflows)
  • Lead Assignment Rules
  • Process Builder
  • Workflow automation rules
  • Assignment notification
  • Workflow Automation and Triggers
  • Workflow usage
  • Approval processes
  • Assignment rules
  • Schedules

ARTIFICIAL INTELLIGENCE

  • Behavior-based Automations

Contact Us

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