Sales & Prospect Management

sales and prospect management teaser

Sales & Prospect Management

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    Overview

    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.

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    Key Benefits

    • ​​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.

Key Features

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    Automating the full sales cycle of different products from prospect stage to fulfilment

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    Prospect capturing, assignment and conversion

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    Opportunity capturing, cross-sell & up-sell

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    Opportunity routing, assignment, SLAs

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    Configuration driven sales process steps for products

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    Product catalog configuration

  • Omni-channel customer journey icon

    Multi-channel sales process from direct sales network to branches

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    Sales pipeline dashboard, performance monitoring and reporting

Sales & Prospect Management - Screenshots

Request a live demo

Request a live demo and let us show you how you can create standardized and configurable sales processes unique to each and every product and line of business.