Sales CRM capability/funnel approach to effectively convert prospects

 

• Lead Management, Prospect follow-up, wins approval enabled

• Built in Sales hierarchy, history tracking and real time dashboard

• Simplified user setup interface & mobile responsive

 

Pipeline management platform to track Wins conversion and increase Sales productivity

Customer consulting solution to drive end client engagement

 

• In built AD team hierarchy and portfolio allocation.

• Role based access to generate dashboards with click of a button

• Top locations and product summary built in to identify expansion opportunities

 

Ready to use platform to aggregate data and provide a holistic view of the program

Business Insights dashboard to track Sales teams wins and New Billings

 

• Track Wins in each sales cycle, conversion ration, New billings and full year outlook.

• Roles based access for individuals and leaders to view respective scorecards

• Easy conversion in PDF available

 

Commercial best practices shared in plug and play capability to track sales team performance

Business Insights dashboard to measure overall portfolio performance

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• SWOT analysis to measure health of business

• Deep dive into the key drivers to identify growth & de growth triggers

• Built in parameters to track individual LOB contribution to business

 

 

Industry best practice packaged into a platform solution to form future strategy