Build 360° View of Sales Prospects
|Profile-Based Architecture||Communication Histories||15 Default Views|
A versatile profile-based architecture forms the foundation of SalesCatalysts.com CRM system. Opportunities details are grouped together to establish an opportunity profile. Multiple opportunities are then structured under a company profile (for B-to-B business) or a contact profile (for B-to-C business).Back to top
Communication histories which include journals, emails sent and received thru the platform, documents that you uploaded and faxes as integrated, are stored as opportunity details. When anyone needs to collaborate with you on an opportunity, he/she can immediately have a 360?X view of it easily.Back to top
15 Default Views
15 default groupings (VIEWs) of opportunity, which include Recently Created Opportunities, Unattended Opportunities, Recently Downgraded Opportunities, Stuck Opportunities, Top Opportunities, etc, are provided to facilitate segmentation of opportunities.Back to top
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