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 Sales applications for closed-loop experience
Win deals with faster approvals and decisions
Stay ahead of the competition. 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
Built-in team collaboration
Collaborate with the team on the opportunity to create a single communication dashboard and track the progress
Access your pipeline anywhere, even without wifi
Your sales team is in the field. Never let them lose sight of the deals. Access 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. Give your sales team 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
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
Analyze market potential, track pipeline, and gain insights to move deals
General reports make most sales teams reactive when it comes to prioritizing, and making next moves. Derive insights quickly from role-driven personalized dashboards that allow you to 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
Achieve agreed upon sales targets and outcomes within schedule
Let machine learning assist you in understanding the deal dynamics. Move deals ahead using the predictions from our machine learning driven recommendation engine.
Recommendation Engine
Get recommendations deal flow as well as team operations & productivity
Predictive Analytics
Analyse deal probability based on customer sentiment
Similarity Analysis
View and analyse similar deals won or lost to gain better insights into deal flow
Never miss a sales appointment (3-way calendar sync)
Don’t make your customer wait for you. Access synchronized calendars from CRM, Outlook, and your smartphone in a single, intuitive view.
Integrated calendars
Integrate with your personal, as well as work calendars. Access one view of your sales activities and outlook calendar on your smartphone
Proactive calendar notifications
Get notifications and reminders regarding your follow-ups throughout the day
Connected with your CRM
Access your CRM calendar at the same time. Synchronize calendars three-way between outlook, CRM, and mobile