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. | ✔ | ✔ | ✔ |
Contact Management | Transform leads into contacts while fostering deeper insights to enhance your interactions and cultivate stronger relationships. | ✔ | ✔ | ✔ |
Lead Management | Convert and track leads that evolve into Opportunities. | ✔ | ✔ | ✔ |
Opportunity Management | Nurture every individual Opportunity from beginning to end while continuously tracking its progress. | ✔ | ✔ | ✔ |
Quote Management | Instantly generate quotes and contracts, reducing the time to finalize deals. Seamlessly coordinate discounts, inventory, and delivery dates to fulfill customer requirements. | ✔ | ✔ | ✔ |
Activity Management | Gather customer conversations and interactions while extracting essential insights. | ✔ | ✔ | ✔ |
Opportunity Management | Gain visibility into your complete pipeline, encompassing opportunities and their proximity to becoming new customers. | ✔ | ✔ | ✔ |
Quota Management | Provide sales representatives and sales managers with role-specific perspectives of their forecasting commitments, enhancing precision and clarity in achieving quotas. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | ✔ |
Collaboration & Teamwork | Enhance collaboration and synchronization among diverse business units or departments through comprehensive customer views, working together seamlessly for improved outcomes. | ✔ | ✔ | ✔ |
Business Process Management | Specify, Design, and standardize complex business processes. Control approvals and implement the automation of repetitive tasks. | ✔ | ✔ | ✔ |
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. | ✔ | ✔ | |
Intelligent Opportunity Prioritization | Enhance your ability to predict the outcome of sales opportunities more accurately, leading to higher success rates. | ✔ | ✔ | |
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. | ✔ | ✔ | |
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. | ✔ | ||
Data Enrichment and News Feed | Automatically enhance customer data with pertinent external insights and news. Include customers and competitors in a customizable newsfeed. | ✔ | ||
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. | ✔ | ||
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. | ✔ |