Visualize your sales process and seamlessly integrates all your data into one platform
Project Summary
The iSEEit Opportunity Management Tool, a native Salesforce software, makes it easy to see your sales process and effortlessly combines all of your data onto one platform. This helps you to quickly spot gaps early in the sales cycle and gives you the opportunity to take preventative action to seal your offers.
Challenges
As the phrase goes, "You can't achieve something without meeting the hurdles," we encountered numerous difficulties as we attempted to address this issue, including:
- Most sales in B2B processes were manual and time-consuming.
- The data was scattered across systems, making it difficult for teams to get a unified customer view.
Solutions
iSEEit CRM System was created and installed using the Salesforce Platform. The entire sales life cycle, from lead capture to load conversion, was automated. Project and task management. The iSEEit platform was built for opportunity conversion, sending quotes, and proposal delivery.
