Customer Communication and Opportunity Management

Overview

By cultivating a holistic view of current customers and opportunities in one place, Xebia’s Customer Communication and Opportunity Management application provides key customer and sales insights facilitating improved marketing and sales related activities.

Xebia’s Customer Communication and Opportunity Management application provides:

- Opportunities Management: A bird's eye view of the organization sales opportunity pipeline couple with a detailed view of each opportunity to help you take actions and collaborate on them to close them faster.

- Campaign Management: Plan, organize, and execute. Whether it’s marketing campaigns to leads and contacts or communication automation, easily define all activities and tasks for a campaign and collaborate with various teams to execute.

- 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

Records:

  • Leads
  • Accounts
  • Contacts
  • Opportunities
  • Products
  • Campaigns

Pre-defined Reports:

  • Leads Dashboard
  • Organization Sales Dashboard
  • Opportunities Report
  • My Upcoming Tasks
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