Capabilities | Technology Solutions That We Work With
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"Elevate sales reps to perform at the highest level"
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Boosting the sales productivity of every rep is no longer a dream. With the right combination of automation, intelligence, collaboration, and enablement, all in one place, sales reps have everything they need to move effectively and efficiently through every customer engagement.
Salesforce is the world’s largest Customer Relationship Management (CRM) platform, used by more than 150,000 companies worldwide. It is a completely cloud-based system, with standalone applications for sales, customer service, and marketing among Salesforce’s comprehensive product suite.
Salesforce is used by small and large businesses looking for a simple and secure way to store their customer data, generate more leads and sales opportunities, oversee marketing campaigns, and interact with customers throughout all stages of their journey.
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Manage Your Pipeline with Total Visibility: get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set in one simple view. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.
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Log Sales Activity Automatically: HubSpot's free CRM tools track customer interactions automatically, whether they’re in an email, across social media, or on a call. You can sync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.
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See Everything About a Lead in One Place: go well beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.
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Agile CRM sales automation software creates new tasks automatically for your team. Put your appointment calendar online and automate everything from telephony to follow-up emails. Reach a dramatically higher ROI with complete contact views, deal tracks, lead scoring, real-time alerts and deep analytics. The contact timeline in the Sales CRM provides all the necessary information about customer’s journey.
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Streamline your process with Agile CRM's signature drag-and-drop workflow. Drag deals between milestones for sales process tracking and sales process automation. Quickly edit details and change assignments. Never miss an opportunity to close.
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Deals move through tracks or pipelines in Agile CRM. You can create multiple tracks with different milestones for each track. Easily manage your sales pipeline for a variety of products or services, target new verticals or larger clients, move deals between tracks, and customize the entire sales process.
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ClosePlan Sales Playbooks help Reps follow the steps required to keep the opportunity progressing.
Playbooks help Managers reinforce best-practice sales processes unique to their company. Playbooks keep deals on track, so end of quarter surprises are avoided.
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Build your own best-practice sales playbooks in ClosePlan that align with your sales strategy
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Build playbooks for different business lines – Enterprise Sales, Commercial Sales, Renewals, Services, and more.
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Reduce end of quarter surprises and increase win rates with consistent repeatable sales processes
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The MEDDIC sales qualification process is a framework of questions used to qualify prospects and potential buyers. It stands for Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, and Champion.
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MEDDIC was pioneered in the 1990s by Jack Napoli. While at the technology company PTC, Napoli and his co-founder used MEDDIC to triple sales in approximately four years. MEDDIC is differentiated from other sales qualification techniques by emphasizing the most thorough buyer qualification criteria.
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By understanding every component of a prospect’s evaluation and purchasing process, MEDDIC helps organizations to forecast sales with more accuracy and to efficiently close more deals. This is especially valuable for enterprise-level B2B companies who routinely make million-dollar purchases but may take many months or quarters to evaluate, select and approve purchases.
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