LEAD MANAGEMENT

Capture, organize, and engage more leads with less investment and focus on growing your business.

Web to Lead

As a lead-capturing tool, CloudCC’s web to lead form is customizable. Setup potential client's names, email addresses, phone numbers, and other relevant information 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 the CloudCC system and a lead record will be generated.

Lead Score Rules & Lead Scoring

With CloudCC's lead score rules, reps have the ability to qualify leads. Potential client's titles, 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.

Lead Assignment

You will own all leads you’ve created if CloudCC has not been given any assignment rule. In order to sell efficiently, you should change the ownership of lead records to other sales reps based on the assignment process or criteria, such as the leads’ location, industries, the products they are interested in. New owners will track the leads and nurture them get ready to buy.

Lead Conversion

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° Account View

Helps you personalize the customer experience with a 360° account 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.

OPPORTUNITY MANAGEMENT

Automate your opportunity and pipeline management and realize greater sales outcomes.

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 deals move closer to closing. Accurate stage and probability information of each opportunity is very important for forecasting, reporting and ultimately meeting your quota.

Pipeline Management

If you want to show the proportions of opportunities at different stages and probability, you should use sales funnel. For example, to see the amount of opportunities in each stage and their corresponding probability, pipeline management and sales funnel are useful for showing the flow of opportunities through stages and probabilities more intuitively.

Opportunity Genius

This function allows you to find other Closed Won or Closed Lost opportunities that match the attributes of an opportunity you are currently working on so that you can access information to help you close more opportunities.

PRODUCTS AND QUOTES

Products

Products are the goods or services your company sells or the goods/services your company provides. After you create a quote, you should add the products that best meet your customer’s requirements. Your sales reps can select specific products 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 Books

A price book is a list of the products or services you offer and their prices. Each product you offer has a standard price. When you create a new product, you will add a price for the product. But sometimes, one product has a different price for a different market, region, industry, or other subsets of your customers, so what should you do? You should use standard price books to track default prices of products and use custom price books to track list prices of the products or services you offer for each market segment.

Quotes

A quote is a document that tells your customers how much you charge for your products or services. In fact, when your customers ask you for a quote, they are looking for purchase details and any discounts you may offer, you should choose the most appropriate purchase and payment plan through your quotation. CloudCC's quote management helps you define different quotes for every customer.

Contracts

A contract is a legally-binding agreement about products, prices, 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. They can track contracts through your organization’s approval process and use self-defined workflow reminders for contract renewals.