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Description
Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.
Description
Eliminate the need for manual data entry by integrating Maple CRM with your website, landing pages, and various lead generation tools. Set up automatic lead allocation for your team based on criteria such as segment, area of expertise, or using a round-robin system. By streamlining workflows, your team can dedicate their efforts to meaningful tasks instead of getting bogged down by supporting processes. Maple CRM empowers you to outline workflows, define stages, and establish the conditions necessary for progression from one stage to the next. This capability allows both you and your managers to concentrate on your primary responsibilities rather than on verifying the accuracy of your team's input. It also provides role-based access control, granting specific permissions that dictate which actions can be taken within the CRM environment. The user profiles within Maple CRM ensure that individuals only access the features pertinent to their roles. Additionally, the Multigroup access functionality enables the extension of data and team-level permissions to various user groups or branches within your organization, fostering a collaborative environment. This comprehensive system supports efficiency and collaboration, ensuring that every team member has the tools they need to succeed.
API Access
Has API
API Access
Has API
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Olark
Omnipresent
Outreach
QuotaPath
Integrations
Beekeeper
Clumio
GoCardless
Google Workspace
LinearB
Microsoft 365
Olark
Omnipresent
Outreach
QuotaPath
Pricing Details
$200 per month
Free Trial
Free Version
Pricing Details
$3 per month
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
Gradient Works
Country
United States
Website
www.gradient.works/
Vendor Details
Company Name
Denisys Technologies
Founded
2007
Country
India
Website
www.maplecrm.com
Product Features
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