We will optimize your sales staff use of the 4 screens that they use every day: (Accounts, Contacts, Opportunities, Activities, and your Dashboards). Then we will:
1. Connect sellers with customers through their preferred communication channels with Microsoft Teams and Dynamics 365 Sales.
2. Grow customer relationships and sell at scale by empowering sales teams with actionable sales intelligence. (Power BI & CRM together)
3. Predict revenue fluctuations and highlight areas of focus from top to bottom of the funnel. AI and your sales forecast, working together
4. Learn about your prospect by having LinkedIn integrated to your CRM.
Run your sales and revenue management processes on a common platform centered around the customer and integrated with the back office.
1. Start with a single source of truth. Power a unified digital experience for customers by connecting all customer data across every system and business.
2. Elevate performance for all sellers. Level up your sales teams with collaborative, workflow-enabled selling processes infused with actionable AI insights, guided quoting, and consistent pricing execution.
3. Orchestrate your revenue management flow. Unify revenue management and supporting processes on a single platform. Drive efficiencies, improve experiences, and reduce revenue and margin leakage