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Sales & Customer Management
Oversee the entire sales process and customer lifecycle more efficiently – from initial contact to final sale, after-sales service, and support.
Sales and opportunity management
Track all sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing.
Marketing campaign management
Create, manage, and analyze marketing activities to turn prospects into customers and grow sales and profitability.
Customer management
Store all critical customer data in one place by synchronizing and managing customer contacts stored in Microsoft Outlook.
Service management
Craft and manage warranty contracts and service agreements efficiently, and enter and respond to service calls quickly.
Reporting and analysis
Design detailed reports on all aspects of the sales process – from forecasting to pipeline tracking – by using templates.