Require Opportunity Contact Roles
AUTOMATICALLY REMIND SALES REPS TO FILL IN CONTACT ROLES AT THE RIGHT TIME
This free tool works directly with SalesForce to ensure data quality. It's not always easy to remember to completely fill out a contact information, causing marketing programs to fail.
This app will remind the sales team to fill out the Contact Role field in the opportunity when they have gotten to a later stage in the buying journey. These reminders are timed just right so that your account based marketing programs will be populated with accurate data.
ENABLE SALES TEAMS WITH A CLEAR PATH THROUGH ANY OBJECTION.
The conversation guide is a fully customized map of all objections your sales team runs into and how to navigate through them quickly and easily.
This guide is tailored for your business based on feedback from your sales team and live demo sessions that we observe. It is integrated into your CRM in a dynamic way that allows for point-and-click note taking which logs strategic information for future sales and marketing programs.
This tool will not only increase the number of meetings your reps are able to schedule, it will dramatically reduce new hire training times.
configure, price, quote, measure
CPQ-M is a native force.com application built for SaaS and subscription businesses that allows you to easily quote, automate and measure your business.
- Effortlessly add products and generate signature ready Quotes that keeps the productivity meter pegged.
- Remove complex user tasks with process wizards and administrator burden with point-and-click setup.
- Gain instant visibility into the "xRR" metrics including CMRR, CARR, Churn, Upgrades and more.
Deal Registration & Referrals
Simplify Deal Registrations & Lead Referrals
Referral programs can be a nightmare to implement and track easily... until now.
Our Deal Registrations product takes the guess work out of partner programs, referral programs and deal registrations. It automatically builds your partner contact database, tracks the success of leads to close for each lead referred.
Check out the video for a quick demo of how it all works!