Distribute and Monitor Prospects
Allocate prospects using predictive lead evaluation
There is an option to automatically assign potential leads to sales teams and salespeople. Typically, the standard distribution of leads is based on each prospect’s likelihood of success. You can prioritize leads that are more likely to result in successful deals by quickly assigning them to the appropriate sales teams.
Unattended leads report
It is possible to create an unattended leads report, which will aggregate all active leads in the pipeline that are due or overdue. This report allows the manager to be reminded to address backlogs before they become overdue by working proactively.
Quality leads report
The quality leads report allows you to compare the number of leads received by each salesperson or team over a period of time. Sales managers can use this report to make more informed decisions when assigning new prospects to their team, making the process of identifying new prospects easier.
Enhance Daily Operations
Enhance contacts with partner autofill
It is possible to autofill partner information from open sources, enriching the contact database with corporate data. This allows you to promptly receive complete information about the company you are interested in.
CRM Gamification
Existing gamification tools enable the evaluation and motivation of users through customizable tasks, goals, and rewards. In the application, you can create and track goals, as well as automatically reward participating sales teams.
Leverage activities for sales teams
You can schedule activities on any database page that contains a chat thread, Kanban view, list view, or application activity view.
Lead enrichment
Information provided as a result of lead enrichment may include general company information, social media accounts, number of employees, estimated revenue, technologies used, and other available data.
Evaluate Results
Pipeline Analysis
The application allows you to manage your sales funnel. Opportunities move from stage to stage, from inception to sale or archiving.
Expected revenue report
This report aggregates all active leads in the sales pipeline with a set expected close date and compares the performance of sales teams over a period of time. Sales managers can see which team members are achieving their goals and who may need additional support.
Generate Prospects
Transform leads into prospects
Leads act as a pre-opportunity stage, allowing additional time to assess prospects before engaging the sales team.
Lead creation
There are two main ways to generate leads automatically: through website contact forms and email. Whenever a user clicks the submit button on a completed form or sends an email, a new lead is automatically created.
Create and send quotations
Once a lead has been converted into an opportunity, the next step is to create and deliver a quotation.
Manage the Sales Funnel
Manage lost opportunities
Missed opportunities need to be identified. Indicating why the opportunity was lost provides additional information that may be useful for future opportunities.
Consolidate duplicate leads and opportunities
The app automatically discovers similar leads and opportunities, allowing you to combine them without losing any information. This helps keep your sales funnel organized and prevents multiple salespeople from contacting the same customers.
Oversee sales teams
The Sales Teams feature allows you to create and manage multiple sales teams, each with its own goals and list of salespeople.
