Sales

Helps your sales team organize daily schedules, prioritize leads and manage work hours most effectively to deliver consistently high sales performance.

Centralization of sales data.
Sales workflow automation.
Lead and account management.
Tools for sales team collaboration.
Sales intelligence.
Sales reporting and forecasting

Customer engagement

Enables personalized customer communication across a variety of touchpoints.

Customer segmentation.
Email marketing.
No-code email and landing page design.
Customer journey builder.
Social media marketing.
Digital advertising.
Mobile communication.

Customer service

Helps to organize fast resolution of customer cases and contributes to customer satisfaction and loyalty.

Multi-channel case management.
Intelligent case routing from multiple communication channels.
Case escalation.
A knowledge base with useful articles.
Field service management.

CPQ & Billing

Automates quoting and helps getting back to customers faster increasing the likelihood of a deal.

Complex quote generation.
Support for multiple price books, seasonal discounting and more.
Automated detection of upsell and cross-sell opportunities.
Billing process automation.

Order fulfillment

Drives accurate and fast order fulfillment and delivery. Scales up for high order volumes.

Customer segmentation.
Email marketing.
No-code email and landing page design.
Customer journey builder.
Social media marketing.
Digital advertising.
Mobile communication.

Portals

Gives customers self-service opportunities and reduces customer service workload.

A branded customer portal.
Publicly available knowledge base.
Customer forum.
Customer document management.
Customer service request submission.
Order placement and management.