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SALES FORCE AUTOMATION

OptifiNow Sales Process Automation Review

Product Snapshot

Technology

OptifiNow Sales Process Automation is available as a SaaS solution that requires no additional hardware.

Customer Focus

OptifiNow works with enterprise, multinational and mid-sized customers.

Selected Customers

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

About OptifiNow Sales Process Automation

OptifiNow Sales Process Automation OptifiNow Sales Process Automation works throughout the entire sales cycle to help sales reps deliver engaging messages to leads. The program begins to work by taking all active opportunities and ranking them on their conversion potential. Sales reps can then focus on the most lucrative opportunities and use the system to develop targeted messages and strategies. Meanwhile, the product tracks all messages, calls, collateral and tasks with prospects and updates the relevant CRM data objects. Lastly, OptifiNow Sales Process Automation supplies managers with full visibility over all sales activity.

About OptifiNow
OptifiNow was founded in 2011 and is headquartered in Southern California. The company is partners with Google, Salesforce, Hewlett Packard and ExactTarget.

OptifiNow Sales Process Automation Key Features

  • SaaS sales software solution
  • Prioritizes all opportunities so that reps can focus on the best ones
  • Before each engagement with a lead, the program crafts a personalized message and prepares the rep
  • Tracks all customer interactions with sales staff
  • Can automatically update CRM records
  • Works across email, phone, social and direct mail campaigns
  • Managers can view all sales activities and pipelines

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