Built on the Salesforce Enterprise Edition platform, it offers a single, centralized environment to manage prospects, customers and partners, giving sales teams always-up-to-date information, the ability to track interactions and to monitor how opportunities evolve.
Thanks to advanced preconfigured capabilities, the solution supports users in collecting and enhancing commercial information, qualifying opportunities and building ongoing, high-quality relationships with their contacts.
Ready to use and easy to configure, it significantly reduces project start-up times while providing the flexibility needed to adapt to the specific processes and needs of every organization. The result is greater operational efficiency, better visibility over sales activities and more effective management of the customer relationship lifecycle.
Ready-made processes, fast setup and guided adoption.
From capture to conversion with predefined lifecycles.
Customers, Prospects, B2B and B2C in a single view.
Opportunities, competitors, stakeholders and win rate.
Dashboards and KPIs for faster commercial decisions.
Manage the entire lifecycle of your sales leads through structured, trackable processes that can be configured to your organization’s needs. From capturing and qualifying contacts to converting them into business opportunities, the solution ensures activity traceability, performance control and greater effectiveness in managing the sales process.
Manage customers, prospects and B2B and B2C business relationships within a single, centralized and structured operating model. The solution offers a complete, up-to-date view of contacts, companies, opportunities and interactions, allowing sales teams to work in a coordinated and consistent way. Built-in dashboards and performance indicators make it possible to constantly monitor the progress of sales activities, supporting faster decisions and more effective management of business opportunities.
Centralize activities, appointments, emails and calls in a single platform, giving sales teams a complete and up-to-date view of interactions with customers and prospects. Thanks to the traceability of every contact and the sharing of information, you can improve coordination between resources, ensure continuity in relationships and increase the effectiveness of sales activities. Native integration with Outlook and Gmail synchronizes emails, calendars and appointments, simplifying daily work and ensuring that all relevant information is always available within the CRM.
Manage sales opportunities through a structured, trackable sales process with predefined stages, progress indicators and decision-support tools. The solution lets you track the roles and stakeholders involved, gather strategic and competitive information and keep a complete view of how each deal evolves, improving forecast accuracy and the effectiveness of your sales actions.
Plan and manage sales and marketing campaigns with advanced tools for segmentation and dynamic recipient selection. The solution lets you identify the most relevant targets, personalize outreach initiatives and monitor their effectiveness through dedicated indicators and dashboards, giving you a complete view of the performance and return of the activities carried out.
Monitor the progress of sales activities in real time through dedicated dashboards and analytics on Accounts, Leads and Opportunities. The solution offers a complete view of the status of deals, opportunities in the pipeline and sales performance, making it possible to quickly identify priorities, issues and actions to take. Always-up-to-date information on the latest activities ensures constant control of the sales process and effective decision support.
The solution can be extended with additional modules and application components that progressively broaden the platform’s capabilities, adapting it as business needs evolve. Thanks to a scalable and flexible architecture, you can integrate new processes, specialized features and automation tools, ensuring operational continuity and protecting your investment over time.