Streamline and optimise marketing and sales with CRM and data solutions packed with powerful automation, in-depth analytics, and the ability to deliver personalised experiences that breed loyalty.
Track customer data, make plans for customer relationships, manage the sales cycle for each account and give your sales team insight into how they are progressing toward their goals.
Strategic insights
Consolidate data from a variety of revenue channels, then harness the insights through customisable dashboards, real-time analytics and reporting to make strategic, more profitable decisions.
Enhance relationships
Understand the needs of prospects and customers more deeply to create personalised, customised experiences to increase sales, engagement and retention.
Tech-supported management
Create a seamless flow of customer information across the entire sales cycle and track progress on sales goals like actual vs. forecast and pipeline by stage.
Give sales reps and managers the visibility to monitor performance, spot trends and adjust their processes to reach sales goals with aggregated data, real-time sales reporting and role-based dashboards.
Know your prospects
Track and measure each prospect's activity, identify when a lead meets known conditions, and pass leads to sales when pre-defined criteria is met.
Plan with confidence
Take the guesswork out of forecasts with complete visibility into opportunities, backed by a suite of advanced probability-based forecasting tools.
Improve processes
Better understand your sales processes and their impact so you know when it’s time to make changes or ramp up performance.
FREE EBOOK
Transforming with cloud ERP – considerations for business leaders
How to improve the capabilities and efficiencies of your direct teams with Cloud ERP.
ERP capabilities that will bring the most value to C-Suite leaders
Industry specific use cases supported by mini case studies
Tips for creating a business case to promote stakeholder uptake
Develop and launch targeted marketing, lead management, and nurture campaigns to reach prospects and customers with the right message at the right time.
Track interactions
See every customer interaction in a clear timeline that gives complete insight into the entire relationship lifecycle.
Targeting & messaging
Segment contacts into different groups and target them with personalised messaging to increase engagement.
Lead management
Collect leads from any source, qualify then track the whole process to see how effectively they convert into customers.
Buyer engagement
Tightly align marketing campaigns and programs with your sales team to grow your teams efficiently.
Generate business the right way
Be a data led organisation
Gather data across the entire sales process, team members, pipeline and revenue channels to dig into insights and strengthen operations.
Drive performance
View multiple real-time KPIs, reports, and dashboards, and make on-the-spot decisions that positively impact team performance.
Always-on information
With everything centralised, you can always pinpoint a lead’s status, stay up to date on communications and share information up the chain of command.
Automate tedious tasks
With marketing and sales processes working natively with financials and operations, it’s easy to automate time-consuming tasks that bog your teams down.
Keep your people engaged
Support your teams with intuitive and scalable sales management software that helps them do their jobs better, faster.