Feature
Description
Sell Premier
Sell Advanced
Sell Essentials
Account Management
Get a 360-degree view of all the activities that are happening with your Customer’s organization.
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Contact Management
Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships.
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Lead Management
Convert and track leads that evolve into Opportunities.
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Opportunity Management
Nurture every individual Opportunity from beginning to end while continuously tracking its progress.
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Quote Management
Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements.
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Activity Management
Gather customer conversations and interactions while extracting essential insights.
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Opportunity Management
Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers.
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Quota Management
Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas.
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Subscription Management
Facilitate subscription-based business models and streamline renewal management. Create renewal opportunities, prorate cross-sell and up-sell chances, and monitor and oversee customer entitlements.
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Reporting and Analytics
Gain access to and personalize reports and interactive dashboards, providing you with real-time, actionable customer insights and a clear view of business activities, KPIs, and trends.
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Forecasting
Generate a precise sales forecast automatically, utilizing the current pipeline and seller commitments. Comprehend your pipeline, quota, forecast, and attainment through an intuitive and interactive experience.
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Pipeline Analytics
Enable your sales teams and leaders to assess current pipeline health and vital metrics whenever necessary. Validate, identify risks, and make informed decisions concerning all pertinent opportunities within a unified view.
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Mobility
Offered on iOS and Android platforms, with offline capabilities and configurable layouts. Sellers can initiate automation, access dashboards, generate opportunities and quotes, create documents, and engage with customers.
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Omni Channel Communication
Interact with customers through email, calls, or chat. Access pertinent customer information during conversations without needing to navigate away from their current interface.
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Collaboration & Teamwork
Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes.
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Business Process Management
Specify, Design, and standardize complex business processes. Control approvals and implement the automation of repetitive tasks.
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Intelligent Lead Prioritization
Give priority to leads using AI-powered predictive lead-conversion scores. Build upon previous achievements by utilizing insights gained from matching lead profiles to comparable accounts.
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Intelligent Opportunity Prioritization
Enhance your ability to predict the outcome of sales opportunities more accurately, leading to higher success rates.
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Mail & Calendar Integration
Effortlessly manage your Sugar data directly within Outlook or Gmail. Seamlessly schedule meetings without complications. Automatically synchronize conversations, meetings, and contacts into your CRM.
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Guided Selling
Effortlessly create, visualize, and automate sales processes. Craft playbooks and templates for sales strategies, methodologies, guided selling, lead nurturing, and various other aspects.
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Data Enrichment and News Feed
Automatically enhance customer data with pertinent external insights and news. Include customers and competitors in a customizable newsfeed.
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Geo Mapping
Easily identify accounts and leads that are geographically close to each other. Visualize the findings on a map and outline the most efficient route. Streamline the routing of leads or accounts based on territories.
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Enhanced Forecasting
Anticipate future results by utilizing time-sensitive data. Direct your sales team toward necessary actions through advanced visual representations, notifications, and automated alerts.
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Bhea