Manage sales processes with automated emails and text messages. Schedule and receive appointment reminders. Track lead history and update customer notes.
Manage and distribute sales presentation assets with a secure, centralized interface. Upload, organize, and share collateral materials. Track asset usage and permissions. Integrate with the Sandbox for scenario-based sales training and simulation.
Record and view location data with real-time tracking and historical maps. Mark locations with customizable tags and categories. Create and save routes for sales visits. Collaborate with team members on shared maps and track progress in real time.
The app provides access to an IT system's information, including contacts and reports. It analyzes customer data in real time to offer a comprehensive view.