MEET YOUR SALES CHALLENGES

Overwhelmed with all the data entry your team has to input every month?

As a lead-capturing tool, web to CloudCC form is customizable. Setup potential client's names, email addresses, phone numbers, and more information that's relevant to your business, place the web forms on a page on your site, allowing potential customers to get in contact with you. When they input relevant information and click the submit button, all the details you choose to capture will automatically be imported into CloudCC system.

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Having a tough time deciding which leads to prioritize?

With CloudCC's lead score rules, reps have the ability to qualify leads. Potential client's title, budget, industry, and other traits can be set to a different score. Lead Scoring can be used to calculate the total score. A Lead with a higher score indicates that you believe this lead is interested in your products, and helps you track its qualification metrics to help uncover who is truly ready to buy and who requires more nurturing.

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Don’t know who to contact first in the organization?

Before you start making calls, you need to know who are the key decisionmakers in the company. You need to develop relationships with them and understand their wants and needs to turn opportunities to accounts. Using CloudCC’s contact role hierarchy, you can see a visual representation of the role hierarchy within an opportunity. Quickly identify which contact you stand the best chance of impressing with your sales pitch. As you get to know more contacts within an organization, track the maturity of your relationship and update details such as their perception of your company and purchase preferences.

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Having difficulty keeping up with all your opportunities?

Give your sales team a complete view of all your clients, empower your sales team to personalize the customer experience across their entire life-cycle, including contact role hierarchies, campaigns, opportunities, and more related details.

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Need to know if your sales team’s performance is meeting company sales goals?

CloudCC's pipeline management allows sales managers to manage reps better with real-time sales analytics and insights on every deal. Using forecasting view to filter opportunity stage, probability, sales rep, and sales team, track early indicators, change affecting a rep's pipeline and increase revenue by working on deals that are likely to close, or finding new deals to work on.

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Is your contracting process too slow?

Our platform enables businesses to configure, manage and deliver robust products, price books, quotes, and contracts more efficiently than ever. Sales teams leverage products and price books into quotes where they can apply discounts and apply discounts automatically. Leverage the platform's workflow engine to ensure the proper review and approval rules are in place before sending to customers using preferred quotation templates. As negotiations unfold, stay ahead of your competitors with tools to quickly iterate and render your quotes.

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Do you need help presenting new products to your accounts?

Leveraging the power of CloudCC’s activities and collaboration tool, sales reps can capture client's needs by up-sell and cross-sell opportunities at your existing customers, understand previous purchase history and future potential. By analyzing activities, like email, calling, meeting, and lunch, help sales teams find missing contacts and opportunities, offer more relevant products and services, make renewals more predictable to increase chances of conversion and additional revenue.

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Need your sales team connected on the go?

CloudCC's mobile app for iOS and Android can visualize sales rep's day ahead and take action in the moment. Keep Stay on top of business, maximize selling time even on the move. While on the road, users can see upcoming tasks and events, access all of their data, look up or update information, find the nearest accounts using our in-app mapping system, scan business cards to capture lead, and never miss a chance to engage with customers.

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Want easily accessible reports and figures to stay on top of your team’s sales performance?

Our sales homepage will show you compact tables and beautiful charts that allow you to understand with clarity how your team is performing. See the number of new leads, number of each rep's calls, sales volume, and value. Declutter your real-time metrics and filter your dashboard to show only the most useful data for your company, such as sales funnel, contract performance, and receivable performance.

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