Holistic Lead to Opportunity Management (L2O)

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  Prospects

  • Automatically verify, deduplicate, and enrich leads sourced from omnichannels.
  • Apply attribute, behavior, and AI-driven scoring to ensure data accuracy and prioritization.
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  Marketing Qualified Leads

  • Automates lead assignment based on business lines and team member weight allocation.
  • Ensures unfollowed or unconverted leads are automatically recycled into the public pool.
  • Enhances efficient management and optimizes resource utilization.
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  Sales Qualified Leads

  • Leverage Recency, Frequency, Monetary (RFM) evaluation to provide actionable sales insights.
  • Automatically recommend sales materials and FAQs to enhance efficiency.
  • Enable seamless access to information and efficient record management via mobile apps.
  • Support real-time collaboration with colleagues and effortless customer engagement—anytime, anywhere.
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  Key Accounts

  • Generate a 360-degree customer profile enriched with industry insights and customer intelligence.
  • Capture key details such as organizational structure and key decision-makers.
  • Conduct risk analysis to identify potential challenges and opportunities.
  • Plan relationship management effectively to strengthen customer engagement.
  • Track all interactions and events for informed decision-making and enhanced customer relationships.
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  Opportunities

  • Customize sales stages to align with your business needs.
  • Gain clear visibility into the decision-making chain chart.
  • Track opportunities effortlessly using an intuitive Kanban view.
  • Leverage advanced forecasting models, such as Best practice forecasting, Manual commitment forecasting, Stage-weighted forecasting, and Manual-weighted forecasting.
  • Drive sales success through enhanced insights and strategic planning.