Key Features

• Lead Management:  Save and track leads centrally, add custom fields and tags, and define lead qualifying parameters for automated lead scoring and prioritization. Organize leads from an organization into accounts. Filter and segment leads for targeted campaigns. Track real-time sales activity for all leads with a visual dashboard. 
• Auto-Dialling:  Progressive and preview auto-dialing reduces downtime between sales calls and provides all relevant information about a contact before the call. Flexible integration with all telephone systems is also available. 
• Call Recording:  Log, record and store all sales calls for easy review and quality control. Filter and segment call recordings based on individual contacts and accounts, salespersons, specific date ranges and call outcomes. Analyze recordings to understand and improve lead quality, target buyers and messaging. 
• VoIP:  Enterprise-class VoIP enables rule-based automatic call distribution and live call monitoring. Inbound calls are matched up to existing records to pull out contact data. Pre-recorded voice mails and built-in SMS messaging facilitates seamless communication. 
• Logical Branch Call Scripting:  Build team-based scenario scripts for each pipeline stage, factoring in all potential objections, concerns and responses for better prospect engagement. 
• Appointment Setting:  Manage multiple calendars in a single interface to set up appointments for inside sales, outside sales and clients. Send personalized messages to attendees using templates, collect relevant data before the appointment and employ reminders to ensure higher attendance rates. 
• Lead Routing:  Queue-based lead management and automated call cadence ensure each lead is worked through thoroughly. Inbound leads are prioritized automatically to improve engagement and conversion rates. Automate lead prioritization and customize workflows to optimize performance. 
• Email and SMS Marketing:  Build seamless communication across all touchpoints with SMS and email features. Create customizable templates. Enable SMS reminders and one-on-one chats with prospects. Manage drip or mass email marketing campaigns, with an option to send attachments in multiple formats and embed videos within the mail. 
• Performance Management:  Track real-time sales activities and outcomes for each sales representative to ensure KPIs are being met. 
• Reports:  Get detailed reports about leads across the sales pipeline, sales activities, interaction rate, engagement rate and more to actively track, analyze and improve sales methodology as well as execution. 

Limitations

•  Slow to load 
•  Calling feature is slow 
•  Reports need more customization options 
•  User interface and navigation could be more intuitive 
•  Calendar feature does not have drag-and-drop functionality. 

Suite Support