Sales & Marketing

Streamlines processes in sales, marketing, service, support and data analytics

Track sales processes using Opportunities. See revenue with a sales funnel. Manage Leads — identified, qualified, proposed and won or lost.

Create prices and forecasts  for sales projects and ongoing services smartly. Save time and decrease errors with product registry. Accelerate the work of sales personnel and avoid errors through the process from sales to invoicing by defining your products and service.

Generate segments and send campaigns efficiently. Campaigns is suitable for customer segmenting and sending marketing emails.

Maintain your accounts registry easily by purchasing add-ons. Create and update company contacts from the Asiakastieto Oy registry (Finland only) , your own document, email, mobile device, or using the REST API.

 

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