A simple way to modernize sales productivity
Get the revenue-generating capabilities of sales force automation (SFA) with the productivity of Office 365.
Engagement
- Prioritize your high-potential prospects.
- Get a complete view of customer interactions.
- Identify all the important stakeholders.
- Personalize interactions with your customers.
- Compose more compelling emails using contextual sales data.
Productivity
- Team up with customers and colleagues to collaborate.
- Create winning sales proposals and access relevant documents.
- Save time on training with contextual guidance surfaced in real time.
- Work on the go, even without connectivity.
- Automate your sales process, eliminating time-consuming, repetitive tasks.
Performance
- Gain real-time visibility into your pipeline with interactive dashboards and reports.
- Make better decisions using the most current data.
- Gain strategic insight with integrated customer surveys.
Setup
- Get up and running in hours with an intuitive solution that guides you.
- Accelerate setup by automatically using your existing Office 365 settings.
Customization
- Get immediate business results with preconfigured tools that are ready to use.
- Quickly adapt tools for your sales process with easy, no-code configuration options.
- Save time with a single configuration process that supports multiple platforms.