Sales Force Automation
Advanced sales force automation helps your sales team focus on increasing revenues
More Qualified Leads
Capture, organize and engage more leads with less investment and focus on growing your business
For better marketing and selling, you will have a lot of leads. How to determine which lead to track first? Lead scoring makes sales more efficient by focusing on the most promising leads first. Qualifying a lead indicates that you believe this lead is interested in your products which are useful for him/her, and means that it’s obviously possible to make this sale to him/her. The exact criteria for leads scoring and qualifying is a part of your business process.
You will own all leads you created if the CloudCC has not been given any assignment rule. In order to sale efficiently, you should change the ownership of leads to other right users based on the assignment process or criteria, such as the leads location, their industries, the products they are interested in. New owners will tack the leads and nurture them get ready to buy.
Why we need to convert leads? We convert leads into opportunities for business. Qualify and convert a lead indicates that the lead is interested in your products and a sale to the lead is definitely possible. When you qualify a lead, you can convert your lead record into account, contact and opportunity. And you will work on your opportunity until you close the deal or cancel the deal.
Accounts and Contacts
Connect with your accounts and contacts and become an efficiency-minded company
360-Degree Account View
Help you personalize the customer experience with a 360-degree view and capture all pertinent details across the entire life-cycle of your customer and sales to optimize your relationship with each individual customer.
Contact Role Hierarchies
During the sales process, each account may have multiple contacts for different position. You need to understand the relationships between contacts, accounts and your sales team reps to close deals more effectively and efficiently. Contact hierarchies let you track the relationships between contacts and find out who are the key decision makers to move the deal forward, and who is your best bet.
Promoting Your Opportunities
Automate your opportunity and pipeline management and realize greater sales effects
Opportunity Stage and Probability
Opportunity Stage and Opportunity Probability can help you move on your opportunity to the next stage and track your opportunity progress as you get closer to close your deal. Each stage corresponds to different probability. You should update your opportunity as the deals move closer to closing. Accurate stage and probability information of each opportunity is very important for forecasting, reporting and ultimately meeting your quota.
If you want to show the proportions of opportunities in different stage and probability, you should use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, pipeline managemnet and sales funnel is useful for showing the flow of opportunities through stages and probabilities more intuitively.
The function allows you to find other Closed Won or Closed Lost opportunities that match the attributes of an opportunity on which you are currently working. So that you can access information to help you close more opportunities.
Close More Deals
Close deals smarter with less invetments
Quote is a document to tell your customers how much your will charge them for products or services. In fact, when your customers ask you for a quote, they are looking for purchase details and asking for some discounts generally, you should choose a most appropriate purchase and payment plan through your quotation. CloudCC's quote management help you define a different quote for different customers in different area at different time.
Product means what does your company sell or what services your company provides. After you create a quote, you should add your products to best meet your customer’s requirements. Your sales reps can select specific product more easily to meet your customer’s business requirements with CloudCC product management and product family management. Let your sales reps sell the right products to the right customers.
Price book is a list of the products or services you offered and their prices. Each product you offered has a standard price. When you create a new product, you will add a price for the product. But sometimes, one product has different prices for different market, region, industry and other subsets of your customers. So you should use standard price books to track default standard prices of products and use custom price books to track list prices of your products or services your offered for each market segment.
Contract is the agreement about products, price and business terms associated with your accounts. When your customers decide to buy a product or service, your sales reps will provide them a contract, that means an agreement with the product, price and business terms. They can track contracts through your organization’s approval process and use workflow they defined to remind contracts renewals.
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