OptifiNow Sales Process Automation Module

Sales Process Automation supercharges customer relationship management (CRM), allowing an individual sales rep to deliver relevant, engaging communications.

Description

Product Features:
  • Automatically send email messages, track outbound calls, assign tasks, create leads, and send collateral.
  • Assign triggers to specific events such as registrations, clicks on specific links, the passage of time, calls, and orders.
  • Track all client and prospect activity in integrated history database.
  • Create different rules for different markets, campaigns, and products.
  • Provides visibility into sales activities and pipelines, contact information and opportunities.
Product Purpose: The OptifiNow Collaboration On-Demand platform brings it all altogether, via ready-to-deploy, cloud-based solutions matched to your business goals.
Product Attributes: Free Trial: NA Tech Expert: Credit Card Required: NA Avg Installation Time: Immediate Training: No Training Offered Free Version:

Additional information