Overview
Sales people constantly complain about how time consuming CRM management can be. The Appian CRM was built by sales professionals who voiced similar complaints about their past experience with other systems. The Kilby CRM allows users to rapidly: Create new customers, accounts, and opportunities Bulk upload customers’ data into CRM in two easy steps Log calls with one click, and/or connect to external sales tools like Hubspot or Outreach Track their activity, notes, and pipeline through Appian’s reporting functionality. More importantly, the CRM adapts to your team’s needs and not the other way around. Appian technology allows you to make changes based on your team’s feedback. Appian’s reporting functionality allows sales managers to have full visibility into their team’s performance.
Kilby Solutions' CRM is a simple yet effective CRM to manage all aspects of a sale's lifecycle. The CRM allows sales professionals the ability to update their prospects, customers, and opportunities on an easy to use interface. Your sales team no longer needs to wait on someone from the Sales Operations team to upload a lead list, they'll no longer need to click back and forth between various screens to log a call, and Appian's Record and Reporting functionality provides full transparency and insight into their sales team's pipeline.