All-mobile Experience
Role-aware mobile experience for sales teams – both for sales executives, and managers OR Your CRM Sales management on the go at your fingertips
Available Anytime, Everywhere
Don’t let the connectivity affect your work. Access critical sales, and account information regardless of your connectivity status
Connected with your CRM
Pre-integrated with top CRM field service applications for closed-loop experience
Access your rolled-up pipeline anywhere, even without wifi
Your sales team is in the field. Never let them lose sight of the deals. Access you rolled-up sales pipeline data regardless of the location, or network connectivity.
Smart data caching
Intelligent caching of data that is required. Keep it light, and make it fast
Remote data synchronization
Access data locally on your smart devices without needing to connect with your data platform
Offline access
Access your business-critical information offline. Don’t let the low bandwidth and connectivity issues affect your productivity
View the single source of truth via Unified Dashboard
Many times, data resides in multiple silos. Gain better understanding of the deal-flow in a single, unified view of the right information regardless of the source.
Data federation
Collate data from multiple sources to create a cloud data lake
Enterprise data connectors
Out of the box connectors to your enterprise platforms eliminate the complex system integration challenges
Intelligent data synchronization
Automatic synchronization of data from the system of records to the local data store on the smart devices. Keep the data clean and conflict-free
Gain deal driving insights from rolled-up, multi-dimensional reports
General reports make most sales teams reactive when it comes to prioritizing, and making next moves. Derive insights quickly from highly segmented dashboards that roll-up your team’s performance and model data against multiple dimensions.
Role-based reports
View your roll-up pipeline data and dashboards for better insights
Change roles dynamically
“Log-in” is a forcing function. Access role-specific information by simply changing your role within the app, and without having to re-login
Multi-dimensional Insights
Dynamically generate reports by modelling data on various dimensions including roles, geography, product, business drivers, and many more
Cut through the chase with faster approvals and decisions
Stay ahead of the competition. Access your team’s approval requests on the go. Close more deals by automating the tedious, time-consuming manual approval processes.
Automated note for approval (NFA)
Industry-standard processes now built-in to achieve faster deal flow and close
Push notifications to approvers
Close deals fasters by taking timely decisions. Get notified of updated and stay on top of your deal flow
Cut escalations
Visual collaboration via built-in video chat helps interact with experts to solve the issues faster