Solution Appian CRM Sales

Streamline & Automate Sales Process! Increasing revenue growth, depicting & generating real value for your customers.

Overview of CRM Sales

Appcino’s CRM Sales on the leading low code platform Appian is a part of Appcino's CRM suite which enables organizations to intelligently and efficiently manage customer relationships from lead generation, sell to service, resulting in revenue growth, happy customers, increased efficiency, and transparency. Automating the entire sales process from lead generation to winning opportunities and finally executing them to the commitments. A unified view of your customers orchestrating across systems to create a single source of truth and taking relevant actions... Read More

Few Challenges It Solves

Inefficient, non-integrated and rigid CRM systems ultimately hurting the business revenue and customer satisfaction.

No intelligence and learning to avoid similar mistakes in the sales process.

Inaccurate and segregated data in multiple information silos, with no unified view of your customers key data points that are needed to make well-informed decisions. Simply missing Customer 360 - leading to less revenue and hurting customer relationships.

Loss of time & transparency in operations due to manual p rocesses.

Difficult to implement business-specific processes and automation workflows. Leading to a lot of inefficiencies in business operations.

Lacks management & tracking of tasks and communications, resulting in loss of productivity, and missed opportunities & SLA’s

Key Features

Business Contacts (Leads, Contacts, Customers) Management & Customer 360

Unified & integrated view of all key data points, interactions and activities being performed across business contacts.
360 view of Leads, Contacts and Customers to review & action on all the relevant information.
Create and pin notes, manage documents and sign contracts, and much more.

Opportunity & Quote Management

Bird's eye view of the opportunity pipeline to manage opportunities, including 360 view of each opportunity.
Learn from the past by intelligently identifying similar opportunities and aggregating the learnings.
Competitor Analysis to empower the team to strategize considering their strengths & weaknesses.

Tasks, Activities & Workflows Management

Execute automation by quickly configuring workflows just by point and click!
Schedule and manage tasks with notifications and due date reminders.
Calendar view for everything upcoming.

Campaigns Management

Segment and Management Lists, Execute Campaigns, define budgets, track ROI and track campaigns progress.

Email Integration & Communications Management

Integrate with Outlook to automatically send and receive emails directly from the customer dashboard.
Configure email templates for standard communications.
Host all interactions within the relevant Business Contact dashboard.

Real Time Analytics & Actionable Dashboards

Real-time dashboards for a 360-degree view of all critical activities including overall business performance.
Unified actionable interface to accomplish everything needed to sell & manage customer relationships.
Segmenting contacts, leads, customers, and revenue on geographical view.

Tailor it to work the way you want

Configure everything you need to set up your CRM and get it up and running from day 1.
Organization hierarchy, application access, products & services, price books, T&C’s, email templates, auto notifications, workflows & approvals and much more.

Appcino's CRM on Appian - Sales