Get More Leads

Nurture leads until they’re sales-ready, then automatically route them to the right team

Close More Deals

Track all your customer information and interactions in one place, anywhere

Accelerate Productivity

Automate complex business processes to drive even more productivity

Make Insightful Decisions

Get right information with analytical report & dashboard for you to formulate your strategy

Sales CRM Solutions

#1 - Leads Management

Manage your Leads from multi-channel

  • Lead Profile, Segmentation

  • Channels e.g. Website, Walk-in, Event, Social, Email

  • Lead Assignment & Routing

  • Rule-Based Lead Scoring

  • Duplicate Lead Blocking

  • Mass Email Communication

  • Campaign Management

#2 - Customer Insights

Get Powerful Customer Database and View all customer transactions

  • Accounts & Contacts

  • Opportunities

  • Person Accounts

  • Contracts, Quotes, Products

  • Price Books

  • Billing

#3 - Sales Blueprint & Mobile

Build process that fit with your organise to power-up your sell team

  • Customise Sales Process

  • Sales Team

  • Sales Console App

  • Unique Page for Sales

  • Validate Sales Input

  • Mobile App for Sales

  • Offline Mobile Functionality

#4 - Sales Automation

Work on important selling, and leave System to automate some tasks

  • Up-sell Reminders

  • Non-Standard Terms Alert

  • Contract Expiry Email Alert

  • Auto-Assign To Do List (Task)

  • Lean Your Sales Process

#5 - Forecasting

Forecast sell by individual or global view & monitor your sell’s target

  • Collaborative Forecasting

  • Forecast Mobile App

  • Territory Forecasting

  • Target vs. Actual Revenue

#6 - Call & Visit Plan

Plan your sales team activity (Calls, Visits, Meetings) in real-time

  • Track In & Out-bound Calls

  • Manage Client's Meetings

  • Share Sales Team Calendar

  • Auto-Weekly Visit Report

  • Measure Visit Result (Failed, Followup, Next Visit)

#7 - Sales Pipeline

Manage your opportunities stage by stage, analyst situation in Real-Time

  • Pipeline Visibility

  • Revenue by Stage

  • Sales Performance Overview

  • Weekly Sales Target Report

  • Real-time Kanban View

#8 - Team Collabolation

Collaborate throughout your company with Chatter; Chat & Track Data

  • Chatter

  • Files

  • Topics & Recommendations

  • Case Management

  • Knowledge Base (Read-Only)

#9 - Sales Analytics

Visualize your selling with Performance Report and Dashboards

  • Real-time Reports & Dashboards

  • Advanced Reporting

  • Top 10 VIP Customers

  • Monthly Revenue

  • Sales Forecast vs. Actual

  • Sales Visit Plan

  • Weekly Team Performance

  • Customer Service Stats

#10 - Dealers & Partners

Connect directly with channel partners to share sales data and activities

  • Lead Submission

  • Dealer Management

  • Partner Community Management

  • Conversion Tracking by Channels

  • Design Your Own Process

  • Branding Your Community

#11 - Membership

Manage your membership profile, ranks, segmentation and programs

  • Member Profile

  • Points

  • Renewal Management

  • Auto Alert for Occasion and Special Event e.g Birthday

  • Segmentation, Level Programs

#12 - Integration & Security

Connect external systems and data to Salesforce using web service APIs, including REST, SOAP and more

  • Webservice API

  • Lightning for Gmail & Outlook

  • Google Apps Integration

  • Lightning Sync

  • Security Permission Control

  • Role & Profile Management

  • Custom Layouts

  • Process Builder

** Some pictures, Credit from Salesforce

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