Sales & Prospect Management

From prospect management to needs assessment and qualification through to opportunity management, this module provides standardized and configurable sales processes that are specific to each and every product and line of business. Built-in reports and dashboards provide management with pipeline visibility and sales performance measurement and monitoring.

• ​​Increase conversion rates with automatic follow-up actions and prospect SLA’s in place.
• Eliminate returns and lower rejections by processing teams with upfront eligibility checks and required documents collection.
• Enhance collaboration and productivity with standardized sales processes and rule-based assignments.
• Increase visibility into sales pipeline and sales team’s performance with real-time, role-based dashboards.
• Motivate sales teams and increase cross-sell and up-sell with incentives pay-out programs.