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Keep customer information in a single place. Establish a single view of customer relationships across your organization. |
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Arrive prepared for important customer meetings. Access sales opportunities, campaign offers and customer service history within each appointment. |
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Say good-bye to “copy and paste” for integrating your inbox and CRM e-mail. Automatically capture entire discussion threads within your customer historTy records. |
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Access the information you use most often. Select the workplace profile that delivers instant-access to your customer information and activities. Personalize your work environment according to the ways that you interact with customers. |
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Fill your sales pipeline with qualified sales leads and opportunities. Use instant analytics and embedded coaching to cross sell additional products and services to customers. Use wizard-driven utilities for launching quick sales campaigns across your existing customer base. |
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Quickly find what you are looking for
when you need it. Achieve faster results when searching across large volumes of customer information. |