Achieve growth and hit sales targets by successfully managing the sales team

Complete pipeline visibility with roll-up data at your fingertips

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

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