CRM

Connect SV with state of the market CRM software and leverage data across two platforms.

Initiate

Interface with CRM of choice bi-directionally, including Hubspot and SalesForce.com.
Manage and share contacts centrally across the company.
Track opportunities through the sales lifecycle – call reports to leads to quotes to purchase orders.

Progress

Carry opportunities forward to SV quotes.
Interface to email platform of choice, maintaining centralized record of prospect and customer outreach.
Take advantage of SV alert features, triggering, assigning, and managing customer follow up activity.

Deliver

Enable customer, order, invoice, and commission date to sales reps.
Report on Pipeline, Quote Activity by Rep, Win Ratios, etc.
Communicate effectively with customers and partners on progress and delivery.

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