Appcino's CRM on Appian - Sales

Appcino's CRM Sales module, a part of Appcino's CRM on Appian suite, enables organizations to intelligently manage the entire sales cycle from lead generation to winning opportunities.  It helps you configure your sales process according to your business needs and seamlessly allows you to manage all your business contacts and communications with them ultimately enabling your sales force to plan effective sales strategies and execute them. 

It provides functionality in the following areas:


Provides powerful configurations where organizations can define their own Sales process.

  • Set up organization hierarchy and manage user roles ultimately governing the access across the application.
  • Define the Sales cycle by setting up opportunity stages and probability percentage to forecast revenue. 
  • Analyze incoming communication using AI (powered by Amazon) and configure the next automated actions to enable hyper-automation.
  • Configure sales targets for each of your sales workforce.
  • Configure terms and conditions, product and services, pricing, gross margins, deal templates to share quotes with customers at lightning speed.

Business Contacts Management

Provides a holistic view of all activities being undertaken for leads, contacts and accounts.

  • Support for tasks, emails, notes, attachments, task and event automation, social interactions and campaign responses.
  • Real-time predictions powered by Amazon.
  • Provides a friendly BOT that makes sure the sales representatives are always on top of their communications.

Opportunity Management

Provides a bird's eye view of the organization sales opportunity pipeline coupled with a detailed view of each opportunity to help you take actions and collaborate on them to close them faster.

  • Rich opportunity dashboard with capabilities to manage opportunities including communication management, events automation, competitor analysis and stage transition
  • Support for learning from past opportunities by aggregating the post mortem results and forecasting revenue.

Sales Funnel and Reporting

Reports and dashboards provide a 360-degree view of all critical sales activities and overall sales performance, including insights on opportunities by products/services, insights on individual and team performance comparison as well as a comprehensive view of all upcoming sales activities. In addition segment contacts, leads, accounts on geographical view.

Intelligent BOT

Appcino’s CRM Guru BOT provides suggestions to complete sales activities smarter and faster.

Unified actionable interface to accomplish everything needed to Sell!

  • View real-time activities and collaborate with your peers. Celebrate success, help, announce or even simply be social.
  • Complete your tasks, track your performance, see how busy you are.

 Appcino's CRM on Appian Suite is a 2019 AppMarket Award Winner