CRM Capabilities

Opportunity & Deal Management

Manage Multi-Product Opportunities through Every Stage of the Sales Cycle
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Guided Account Planning

Streamlining the Account Planning Process to Put Focus on Business Client Satisfaction
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Call Reporting

Drive Efficiency via Robust Call Reporting and Interaction Journals
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Client Relationship Modelling

Improve Data Analysis and Segmentation through Our Client Relationship Modelling Functionality
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Comprehensive Customer View

Spend Less Time Toggling and More Time Servicing Business Clients
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Insights

Provide Insights to Improve Your Business Client’s Buying Journey
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Microsoft Office Connector Capabilities

Stay Connected and Organized via Our Microsoft Office Connector
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G Suite Connector Capabilities

Stay in Sync with Your Key Contacts through Our G Suite Synchronization Capabilities
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Data Bridge

Leverage Our Powerful Data Processing Capabilities to Help Develop Data Views
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