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Sales Automation

Tasks and Activity Management

Automate and align sales processes

Automated task and activity notification allows sellers and managers to focus on selling while the system tracks and monitors activities, emails, and assignments given to other staff.

Keep your to-do list up to date

Sales reps can view their upcoming tasks by priority, and managers can delegate tasks to their team. Easily relate every task to leads, contacts, campaigns, or opportunities.

Inject intelligence into your sales

Sales reps and managers can quickly capture details and outcomes of customer interactions including phone calls and meetings and then the system can analyze this information to suggest possible alternative approaches.