Sales

Choose the modules for your sales process and prepare data and channels before sending proposals or campaigns.

Bring customer records together and review relationships without duplicating customers or assuming unrestricted access to history.

Organize stages and visibility before distributing deals to the team.

Prepare the products and services used in proposals with real prices and costs.

Bring products from an available supplier catalog and review updates before applying them.

Standardize proposals and check calculated amounts before sending them.

Connect the right account, respecting personal/shared access and the provider's instructions.

Prepare the audience, content and sender before sending; a preview does not prove delivery to every inbox.

Connect the channel, select members and review provider capabilities before serving customers.

Prepare messages and surveys with a defined channel, audience and sending rules.

Prepare the list and deal assignment without confusing distribution with sending messages.

Configure approved percentages and review source deals and beneficiaries.