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What is Insight for Sales Strategy?

Sales Strategy Insight intuitively adapts to the distinct processes associated with finalizing sales for your organization's products. It allows you to input or import accounts from your existing contact management or CRM systems, streamlining the tracking of each account’s progress as it evolves from a lead to a prospect and ultimately to a closed deal. Additionally, you can efficiently prioritize numerous accounts to pinpoint those most likely to convert into successful sales. The data from the sales pipeline can be exported into a spreadsheet that works with Excel, facilitating deeper analysis. This tool empowers you to thoroughly evaluate each account's potential for success. In addition to keeping track of the statuses of accounts in the pipeline, sales reps can assign a contract value to each prospect, which includes the costs of individual products, while also tracking the progress of essential reviews within the client’s organization, like financial and legal evaluations, and calculating an overall probability of closing the deal. This detailed methodology guarantees that sales teams can effectively oversee their opportunities, allowing them to concentrate on the most viable leads while enhancing their overall strategy. Ultimately, this systematic approach fosters a more organized and data-driven sales process that can lead to improved outcomes.

What is GeoCRM?

Create a strong and efficient commercial tracking system that collects all pertinent details regarding current and potential clients. The primary aim is to foster business growth by establishing enhanced communication routes. With the help of GeoCRM, you can document calls, meetings, emails, and various customer engagements, which aids in maintaining superior service quality. This adaptable platform caters to different industries and develops customized strategies for various customer segments, thus boosting productivity by aligning with your distinct business objectives. Keep track of every interaction with customers across multiple channels and departments within your company. Sort your customers based on their existing value and future potential to fine-tune your marketing strategies effectively. Furthermore, by analyzing the geographical distribution of your customers in relation to nearby service locations, you can pinpoint unexploited market regions, paving the way for strategic growth opportunities. This thorough methodology not only simplifies customer management but also effectively positions your business for long-term prosperity and achievement. By focusing on continuous improvement and adaptation, you can ensure that your tracking system remains relevant and beneficial in an ever-evolving market landscape.

Media

Media

Integrations Supported

Microsoft Excel
YouTube

Integrations Supported

Microsoft Excel
YouTube

API Availability

Has API

API Availability

Has API

Pricing Information

$229.95 one-time payment
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MBAWare

Date Founded

2014

Company Location

United States

Company Website

www.mbaware.com/product/insight-for-sales-strategy

Company Facts

Organization Name

Geobis

Company Location

United States

Company Website

www.geobis.com/crm/

Categories and Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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