What Should I Expect from my CRM

and Sales Automation ?


Get all the details on your team’s deals — stage, products, competition, quotes, and more. See where leads come from and stay connected to the people and information you need to nurture prospects. Make smarter decisions about where to invest time and by determining ROI of prospecting and lead generation activities.

Visibility to Revenue

Get the insights you need to make smarter decisions. Dashboards offer a real-time picture of your business at a glance. Dig deeper with reports that anyone can create including views into your team’s individual and rolled-up forecasts. And use enterprise analytics to report on sales, service, custom apps, and third-party data.

Inside Sales Rep

Give inside sales teams an experience that matches how they work, and they’ll work smarter, faster. Now reps can see sales intelligence, detailed company info, and multiple leads on a single screen, so they’ll build pipeline and grow deals faster.

Process Improvement

A CRM system should map to your business processes — not the other way around. Let CRM Evangelist recommend “best practices” to optimize your existing processes then implement those sales and forecasting processes to drive process, productivity, and consistency, aligned with how you work for success.

Mobile Devices

Enable your CRM for mobility providing easy access from anywhere across any brand device — effectively turning your mobile device into a portable sales office. You can log calls, respond to hot leads, work opportunities, or check dashboards no matter where you are. We also have expertise in creating custom mobile apps should you need a proprietary solution.

Sales Closing Tools

Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals. Keep up with your critical projects, topics, and teams. Work together on sales opportunities and marketing campaigns. Capture organizational knowledge in a single repository.

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