Provides a secure, self-service platform for customers to access information, manage their accounts, and communicate with your business. By empowering customers with easy access to information, the software enhances engagement, reduces support costs, and strengthens customer relationships.
Customer profile
Capture, track, and nurture lead with ease, ensuring no opportunity slips through the cracks.
- Capture lead from various sources – manual, bulk upload or any other sales channel
- Find a lead and track the lifecycle until delivery
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Opportunity Management
By centralizing data on potential deals, the software provides sales teams with tools to monitor leads, assess deal progress, and prioritize high-value opportunities. The software enables better decision-making through analytics and reporting, helping teams improve their win rates, shorten sales cycles, and increase overall revenue.
- Generate opportunities from qualified leads or directly
- Automatically generate sales order based on opportunity details
- Define opportunity details at sales item level and monitor each item's progress throughout its entire lifecycle
- SFA is fully integrated with all Vision 365 modules and components
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Case studies: