Sales

Automation makes customer case management easy within your CRM system. You can automate the input of customer data such as quotes, notes, and order/shipment tracking, which frees up time for account managers and sales teams. Contract management is also a candidate for automation within a CRM system.

Manage your sales team and pipeline with lead generation and validation, RFP monitoring, and lead follow-up to confidently track your conversion rates and highlight successful processes to repeat for increased sales.