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Boost sales with impeccable communication

Always stay on track to boost your revenues with the best-in-class sales automation tools by Office24by7 .

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Improved efficiency for sales operation
with automation tools

Start using our tools for sales automation and get started with powerful lead management and deliver a great customer experience with our mobile CRM

Lead Capture

Using the best tools offered by Office24by7, you can start capturing leads from various sources including your website and various other channels such as Facebook, Google along with referral channels as well. Get access to pre-defined APIs that ensure zero leakage of data and keep security fully water tight. Not only this, you can start capturing offline leads from phone calls as well as third-party websites such as JistDial and Sulekha

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start capturing leads from various sources
Manage leads in an impeccable manner to boost sales velocity

Lead Management

Manage your leads in an impeccable manner to boost sales velocity and hence increase revenue for your organization. With sales automation tools by Office24by7, you can manage lead distribution and lead routing in a very foolproof manner. Start distributing leads in various ways such as round robin as well as linear fashion to subsequently qualify leads on the basis of various factors to assign a customer score, and hence close deals faster.

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Lead Nurturing

Get hierarchy-wise performance perspective on each region, team, salesperson and more. Role-based and quick access to data with recent search results. Built-in Agent CTI comes in handy to dial, track, and record conversations for your agents. Notify your sales team whenever their lead takes an important action to never miss out on a closure opportunity. Send emails to your contact and leads directly through the Office24by7 platform.

Send emails to contact and leads directly through the Office24by7 platform
Bring all the functions of a sales CRM on smartphone

Mobile CRM

Bring all the functions of a sales CRM on your smartphone, with the Office24by7 mobile app for Android and iOS. Manage and track your field sales agents in real-time using geo-tracking and check-in, check-out statuses and automate attendance management. Add tasks, appointments, and other sales activities, and monitor their results. Get visual representations of the route your agent travels and the meetings they complete.

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Contacts Center

Upload and manage contacts at the Contact Center using Manual, API and Bulk uploading. It avoids tedious data cleansing processes and inconsistencies and saves customer data as a contact. Contact lists are segmented based on factors like Region, Location, Company and Custom fields. These contact lists can be used in remarketing, SMS, Email, voice campaigns and also in Drip Management

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Upload and manage contacts at the Contact Center
Task management helps in maintenance and scheduling of tasks

Task Management

Task management helps you in maintenance and scheduling of tasks and meetings. Generate various tasks against the leads and perform demo scheduling on the platform. Keep in track with account approvals, technical approvals, and client meetings. Track and maintain Post signup account setups and Customer interaction as a log to close the gaps.

Reports and Analytics

Measure every piece of your sales process hassle-free with detailed dashboards and reports. Automate the tracking of conversations, activities, salespeople, and closures. Build custom reports on analysis of leads, contacts and opportunities. Use the insights from the sales CRM to drive growth. Monitor your sales progress visually without any complex setups. Understand your sales results instantly with intelligible data visualization and charts.

intelligible data visualization and charts