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Integrate sales management with the rest of systems

So, for example, sales cycle tasks automatically generate notices on the appropriate salesperson calendar.

Build a Dashboard.

That facilitates the global vision of the opportunities (sales funnel).

Automatically generates all reports, both periodic and punctual ones.

Export opportunity information to Excel or another reporting management system.

Implement alerts that warn at critical moments.

There are tasks in the sales cycle that cannot be delayed, if the salesperson cannot attend to them in time, an alert must be generated. Alerts can lead to the opportunity being redirected to a different salesrep.

Have you identified your main Marketing, Sales and Customer Service processes?

Would you like to know how you can start the Digital Transformation of your Organization?

Do you want us to help you perform a totally free Digital Diagnostic?