108
9.0.0
Washington DC, Vancouver
Your Challenges
Is your Customer Relationship Management (CRM) tool causing friction for your business rather than enabling customer engagement, service excellence, and revenue growth? Does your CRM lack the basic conveniences of the ServiceNow® platform? Are you paying too much to integrate two enterprise applications only to find it can never meet your company’s constant demand for change?
Our Solution
With SalesWon and ServiceNow, accessing your data is effortless so you can view reports, receive notifications and track SLA’s to ensure your sales team is on track and exceeding your targets. Utilize ServiceNow’s reporting and dashboard functionality to provide management with a complete view of your sales process. Eliminate the need to integrate your sales application with your support application by adding SalesWon onto your Now Platform® to allow your organization to consolidate enterprise applications and witness instant cost savings.
- Leads: Qualify your inflow of leads and prospects as they enter your business
- Convert leads into contacts and accounts
- Configure communication preferences for each lead
- Monitor communications with activity tracking
- Accounts & Contacts: Track and maintain all of your customers' key attributes and metrics
- Centralize contact information for your accounts
- Maintain employee counts, fiscal year, and annual revenue
- Identify organizational hierarchy for your contacts
- Opportunities: Manage key information, contact roles, and activities necessary to close a sale
- Track the progress of an opportunity as it advances
- Create and maintain several quotes for each opportunity
- Promote an opportunity to an order with one click
- Activities: Track face-to-face and virtual meetings, emails, phone calls, and set reminders
- Activity automations create automated reminders and tasks
- Identify the types of interactions with contacts, accounts, leads, and more
- Set reminders for future activities
- Quotes: Build itemized quotes and get customer approval easily
- Utilize the DocuSign® or Adobe Sign integration to request customer approvals
- Discount authorization based on sales teams or individual salespeople
- A CPQ Portal provides advanced functionality including margin and markup-based pricing
- Orders: Transition an opportunity into a successful sale and track approvals
- Build orders with line items from price books of account-specific pricing
- Finalize orders with the DocuSign® or Adobe Sign integration
- Organize the delivery of your Orders with Order Provisioning