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OptifiNow Sales Process Automation Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with midsize, large and multi-national companies.

Select Customers

Oakley Inc, Ovation Home Loans, BioSense Webster, Crossline Capital


About OptifiNow Sales Process Automation

OptifiNow Sales Process Automation OptifiNow Sales Process Automation is sales enablement software that provides users with tools designed to standardize sales processes and to automate routines and repetitive tasks. The platform facilitates sales pipeline management, works to decrease the sales cycle length and to increase the sales win rate, and enables sales reps to access qualified, scored, nurtured, augmented and prioritized sales opportunities.

The software is equipped with CRM tools built to automatically send emails, track outbound calls, assign tasks, and create leads, as well as attach triggers to specific, user-identified events such as registrations, specific link clicks, time, calls or orders. Additionally, the platform tracks both client and prospect activity within an integrated history database, allows users to create and implement different rules for different markets, campaigns or products, and provides users with full sales activity visibility.

About the Company

OptifiNow was founded in 2011 and is headquartered in Southern California.


OptifiNow Sales Process Automation Key Features

  • Facilitates accelerated communication processes
  • Enables sales reps to engage in strategic event- and dialog-based interactions with prospects and clients
  • Supports multiple communication channels including email, direct mail, mobile, social and print
  • Built to optimize workflows and monitor sales rep performance
  • Resource Center for cultivating a sales best practices database


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