CRM Sales 360°

Appcino CRM Sales revolutionizes the way organizations manage their business contacts. Every interaction with the a contact is tracked and updated in real-time. Also, the intelligent and friendly bot is always there with AI-based suggestions to gain more leads, nurture them effectively, increase the lead to customer ratio and close more sales opportunities, enabling organizations to achieve higher.

A bird's eye view of the sales opportunity pipeline coupled with a detailed view of each opportunity can greatly help organizations to take relevant actions and collaborate with dedicated teams to close them faster. Sales reps can add the competitors’ details in the opportunity to better define the strategy. Sales reps can also gain insights from the Intelligent Learning tool that checks for similar opportunities and lists the key reasons for losing or winning it. This helps improve sales success rates.

Helps organizations standardize their quote generation process by configuring all aspects of complex product parameters, pricing, discounts, approvals, document generation, terms and conditions. It increases speed, accuracy and maintains price integrity across the organization. With cross sell/up-sell capabilities and reduction in sales cycle times, it helps organizations to increase revenue. Generate an accurate quote quickly with always up to date pricing, trigger automatic approvals, create quote documents and sends to your customers from any device!

Appcino CRM Sales provides data-driven intelligent analysis and reporting with a real-time image of the business to help the sales team identify latent opportunities that exist within the customer database. Performance reports can greatly help sales teams in setting goals and evaluate their performance with all the necessary information. Sales reps now have the power to boost motivation and stay on top of all planned tasks, and goals.

Using Appcino CRM Sales, organizations will never again have to miss any task, event or appointment. Simply create and schedule required tasks – which will be visible on the contact or opportunity dashboard – assign to dedicated sales reps or teams and keep the sales processes organized. Sales reps can add and pin important notes to a contact or opportunity when new developments occur or communicate via emails with attachments from one single page, which also helps keep the entire sales team updated as the application keeps all the activity information for a business contact or opportunity in one central place i.e., Activity History.

Set up an organization hierarchy, departments, and user roles, ultimately governing access across the application. Configuring your sales cycle by setting up opportunity stages and probability percentage to forecast revenue. Analyze incoming communication using AI (powered by Amazon) and configure the next automated actions to enable hyper-automation. Configure sales targets for each of your sales workforce. Configure terms and conditions, product and services, pricing, gross margins, deal templates to share quotes with customers at lightning speed.