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Sales Automation

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Home  /  Features  /  Sales Automation

How do you effectively organize your sales organization?

Being able to get an up-to-the-minute status of all contracts, orders, and quotes is essential to effectively manage the sales pipeline.

To support your commercial organization, you can:

  • Filter and export your customers list including contact details
  • Filter and export offers based on their status for sales forecasting
  • Use a powerful e-quote system for making digital offers
  • Filter and export status on created offers for your sales forecasting
  • Send a notification or digital offer to a specific target group of contacts
  • Create tasks for triggering commercial actions