Guide and balance multiple processes to align sales behaviors with manager-defined priorities
Proactive Next Best Action recommendations for key processes, such as:
Configured card system for navigation, workflows and detailed information drilling
Sales process visual timeline
Email cadence automation
Salesforce email template integration
Integration with Google/Microsoft email to compose, receive and reply in a single pane, within Salesforce.
Salesforce API real time data synchronization
Deployment within Salesforce Classic or Lightning
Artificial Intelligence (AI) modeling to rank recommended work items by conversion probability, including:
AI models for multiple pipeline conversion points, such as lead, opportunity or account:
AI-based sales process improvement modeling and quarterly recommendations to increase team productivity
Custom-configured Digital Process Network (DPN) for specialized use cases
Integrations with external or non-standard systems and/or data sources
*Depends on degree of customization.