The solution introduces advanced product catalog management, letting you organize records through flexible hierarchical structures that easily adapt to your business needs. For each product you can define one or more commercial price lists, managing prices, validity periods, tiered policies and economic conditions differentiated by market, customer or type of offer.
Guided processes and customizable wizards support users in building commercial quotes: advanced product search, selection of the most suitable solutions, discounts at header and line level, and commercial rules consistent with company policies. Each opportunity can also map the competition, documenting competitors’ positioning, strengths and weaknesses to prepare more effective negotiation strategies.
Quotes can be generated with print templates customized by market, customer type or sales process, produced in multiple languages and sent directly from the platform by email with attachments and supporting documentation. VIBE Starter is the ideal solution for organizations that want to evolve from simple contact management to full control of the sales process.
Ready-made processes, fast setup and guided adoption.
Manage prices, validity, discounts and commercial policies tailored by customer, market and offer.
Configurable wizards guide quote creation with product search, commercial rules and controlled discounting.
Manage pipeline, competitors, stakeholders and negotiation strategies in a single commercial view.
Multilingual quotes, custom templates and direct email delivery with attached documentation.
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.
Extends the standard Salesforce capabilities with advanced management of the product catalog and commercial price lists. Organize products through flexible hierarchical structures, associate one or more price lists with each item, and govern prices, time validity, tiered pricing policies and economic conditions differentiated by market, ensuring greater control and consistency of sales policies.
Configure commercial quotes through customizable wizards that support advanced product search, selection of the most suitable solutions and application of the defined commercial conditions. Set discounts at header and line level, manage specific notes for each product and apply rules consistent with company policies.
Configure the quote’s print document according to your company’s standards and automatically generate versions in multiple languages thanks to a centralized translation vocabulary. Send the quote directly from the platform by email, automatically including brochures, contractual terms and all the required commercial documentation.
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.