Features designed specifically for customer acquisition

Sales Campaigns to acquire
new customers

Sales Campaigns to acquire
 new customers

Push a little harder with a specific Sales Campaign to gain an X amount of new customers per representative. Gamification in sales means more dollars into the bank.

customer-acquisition-3

Ultra-accurate pipeline management

Most opportunities don’t close due to a lack of attention from their sales reps. So change that – give yourself a 360 degree vision of your portfolio coverage and leave no account unattended.

Productivity Analytics Report

Productivity analytics report

We make reporting easy, delivering automatic, personalized summaries from sales visits and phone calls to emails and new business deals. Customize your reports to fit your specific sales process.

Bare Metal

Case Study

Bare Metal Standard

Bare Metal Standard is growing into a national network of franchisees that services and cleans kitchen exhaust systems to mitigate fire hazards.

Read full story

Focus

Focus

Align your sales process with the buyer’s journey to deliver a personalized sales experience.

Preparation

Preparation

Make sure your reps deliver a personalized sales experience every time they visit a customer.

Visibility

Visibility

360º degree visibility of what is happening throughout your entire sales process.