CRM Sales comes with powerful configurations where organizations can define their own Sales process. For example:
- Setting up organization hierarchy and managing user roles ultimately governing the access across the application.
- Define your own Sales cycle by setting up opportunity stages and probability percentage to forecast revenue.
- Analyse incoming communications and configure next actions like Retweet’s, Creation of Lead, auto reply, etc.
Business Contacts Management Holistic view of all all activities being undertaken for leads, contacts and Accounts - Tasks, Emails, Notes, Attachments, Task and Event Automation, Social Interactions, Campaign Responses and real time predictions powered by Amazon. A friendly BOT makes sure you are always on top of your communications.
Opportunity Management A bird's eye view of the organization sales opportunity pipeline couple with a detailed view of each opportunity to help you take actions and collaborate on them to close them faster. All needed capabilities to work through your opportunities - Communication management, events automation, competitor analysis, stage transition, learning from pasts by aggregating the post mortem results and forecasting revenue.
Sales Funnel and Reporting Reports and dashboards provide a 360-degree view of all critical sales activities and overall sales performance, including insights on opportunities by products/services, insights on individual and team performance comparison as well as a comprehensive view of all upcoming sales activities.
An Intelligent BOT - Appcino’s CRM Guru provides suggestions to complete sales activities smarter and faster. Segment contacts, leads, accounts on geographical view.