Provide your sales organization with integrated sales processes, from opportunity and upsell management to quote management, sales forecasting, order fulfillment, and commissions. Sales teams gain complete transparency into all aspects of the customer relationship, including support cases and back-office information such as contracts and inventory.

Target your audiences, create and execute marketing campaigns, and measure their success – while simplifying lead qualification and conversion. Track and measure prospect activities, identify when a lead meets the defined buying readiness criteria, and pass the lead to sales once it meets your pre-set requirements.

Create and automate case management processes so customers can submit cases online, check status, and respond with follow-up communications. An online knowledge base helps customers quickly find the answers they need.

Enable a real-time flow of information between you and your partners. Maintain full control over all elements of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order fulfillment, as well as partner commissions and licenses.

View, capture, and update key customer and sales data directly from a tablet or mobile device. Users can perform everyday tasks such as viewing calendar reminders, taking conversation notes, creating quotes, and submitting work hours and expenses with easily uploadable receipts.

Built-in reports, real-time analytics, and role-based dashboards allow sales, marketing, and service teams to continuously monitor performance. Sales can access personalized targets, such as achieved versus target quotas and the sales pipeline by phase. Customer service teams can track case trends and customer satisfaction. Marketing can analyze acquisition, engagement, and conversion metrics for individual campaigns.