Sales Management
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Lead Management Capture, track, and manage leads across stages to improve conversion efficiency. -
Sales Forecasting Forecast sales performance using pipeline data and historical sales trends. -
Deal Management Track deals through stages with values, probabilities, and closing timelines. -
Sales Automation Automates repetitive sales tasks such as follow-ups, reminders, and updates. -
Workflow Automation and Management Define automated workflows to streamline sales and follow-up processes. -
Opportunity & Pipeline Management Visualize and manage sales pipeline stages and opportunity progress. -
Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes. -
Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing. -
Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination. -
Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.