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Description
The Lead Management System is an all-encompassing module designed to effectively oversee the entire lead management workflow. This module includes key functionalities ranging from lead capture to assignment and final closure. You can send your leads directly to the CRM Inbox, where the software automatically generates leads, assigns them to the appropriate users, and notifies customers via Email or SMS. It seamlessly captures website contact form submissions as emails and forwards leads to the CRM Inbox for automatic lead creation. Forwarding portal leads to the CRM ensures that lead information is accurately mapped to the lead screen within the system. Furthermore, leads can be automatically distributed to the sales team based on their source, with assigned users receiving notifications via Email or SMS. Users can also track the history of leads, complete with status updates and a timeline that highlights aging issues. The CRM is designed to support sales territories based on location and products, and user access can be restricted according to territory rules. Additionally, users can attach relevant documents related to leads or customers, while all essential marketing materials can be stored in a centralized location for easy access. This streamlined approach not only enhances efficiency but also fosters better communication and organization within the sales process.
Description
Increase revenue while reducing sales costs through a specialized solution that streamlines and enhances the design and planning of sales territories. Gain insights into customer and prospect potential to strategically position sales representatives where the likelihood of success is greatest. The integrated spatial analysis tool helps businesses pinpoint new sales opportunities effectively. Effortlessly import and merge third-party data to identify untapped market segments. The analytics engine built into the solution generates equitable and well-structured territories tailored to your specific criteria. Streamline territory alignment and leverage advanced market analysis with the optimization feature to maximize effectiveness. Manage sales territories efficiently by processing data from up to ten distinct sources simultaneously, including spreadsheets and ODBC databases. With Xactly Territories, adjusting and creating territories becomes a simple and efficient task, facilitating better sales strategies and improved performance. This comprehensive approach ensures that sales teams can adapt quickly to changing market dynamics, ultimately driving greater success.
API Access
Has API
API Access
Has API
Integrations
Product Marketing Alliance
Salesforce
Pricing Details
$5 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cratio
Founded
2009
Country
India
Website
www.cratiocrm.com
Vendor Details
Company Name
Xactly
Founded
2005
Country
United States
Website
www.xactlycorp.com/products/sales-territory-mapping-software
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
