Multi-process balancing to align task levels 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
Integration with standard CTI/Salesforce.com dialers
Email cadence automation
Email template management
NEW: Integration with Gmail and Microsoft Exchange within Acuity3D/Salesforce.com for in-app compose, receive and reply.
Salesforce API real time data synchronization
Deployment within Salesforce Classic or Lightning interface
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:
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.