Needing a simple way of tracking your sales process through to resource and benefiting from your ServiceNow instance at the same time?
The Unifii team have worked with many customers struggling with the use of complex, overly sophisticated CRM systems for a small sales function. On top of this, there’s the price tag that comes with advanced CRMs.
Unifii’s Sales Management application enables business functions to work together in ServiceNow to track accounts, campaigns and opportunities through the sales pipeline.
Providing a single source of truth for all past, current and future engagements with a customer provides added value for accountmanagement teams and support teams to enable a better customer experience.
The application has been part of our business DNA for years and successful adoption by customers has led to it being released as a ServiceNow store application. It is aimed at SME organisations who have the need to have an authoritative view of their sales pipeline without complex automation and integrations.
- Limit excessive spend on expensive CRM licenses
- Decrease time wasted on setting up and training teams to use complex CRM systems
- Improve efficiencies through intuitive end-to-end sales tracking to resource allocation
- Loop in to your ITBM instance for improved visibility
- Automated demand and resource generation to feed into existing business processes
- Ability to adjust resource start dates from sales record
- Ability to adjust through data, the point in the sales cycle to provide resource requests to delivery teams
This release includes the following enhacenemnts:
- Additional validation to mandate entries as part of a summary
- Ability to report monthly pipeline costs from Revenue schedules
- New capability to define resource templates against standard products when creating resource cost summaries
None