Best Sales Automation CRM
Take your customer experience up a notch with automation to manage your leads and contacts effectively.
Use Sales Automation CRM Suite and Exponentially Boost Revenue
Small Businesses
Running a small business is full of unique challenges. You can save crucial and invaluable time by automating certain tasks related to sales and focus more on the growth of your business. Use best-in-class sales automation tools by Office24by7.
A CRM system is particularly useful for businesses that have long or complex sales cycles requiring ongoing customer interaction, with scheduled follow-up dates and detailed communication records.
Grow Startups
Running marketing and sales ops in a high-voltage growth startup is exciting, and challenging. With Office24by7, you get access to the top sales automation solution tools for doing so!
Automate marketing message and send it straight to customers’ phones. Add a high impact touch with personal spoken messages from celebrities to encourage action from target audience. Get closer to audience with such calls from celebrities and idols.
Leverage User Feedback
By using our pool of top sales automation solution tools for sales automation, you can streamline the process of generating user feedback as well. Use easy to use forms and templates for a survey.
Conduct one-to-one post call surveys of customers and get feedback on support or sales agents. Or blast broad-based surveys for consumer opinions and needs for new product definition. Simplify the feedback collection, surveys, and polls with a single level IVR.
Transition to CRM
We have built all the necessary sales automation software tools for you and your team to adopt our mobile CRM. Start using our slaes automation tools for driving better results for sales.
Send account alerts to help customers manage their accounts. Send frequent alerts and offer real-time information. Send security alerts to notify of log-in and account access information. Send card transaction alerts to identify fraudulent transactions.
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Boost Your Sales by Automating the Process Effectively
Lead Capturing
Sales automation software captures leads automatically from form submissions on websites, incoming emails, and calls on virtual numbers by using our website builder tool along with the virtual number service . Features like bulk lead upload in our mobile CRM will allow you to manage leads better as you can add leads manually – and connect to third-party websites via various API integrations.
Data Deduplication
Whether uploaded via the data import function, mistakenly created a second entry manually, or data is integrated from different source systems that bypass data validation rules, duplicate contacts, companies, leads, opportunities, etc. creep in. Eliminate the confusion, loss of productivity, and risk of duplicate records by automatically detecting and merging them.
Assign/Transfer Leads
Manage leads among your team in an effective manner by using our best sales automation tools and mobile CRM. From developing relationships with new leads to cultivating the leads in the more latter stages of engagement, everything is possible best-in-class sales automation products. Transfer or reassign leads to your team members as and when you need – all without any hassle!
Lead Prioritization
Automate the process of identifying leads from various sources and assign a pre-defined customer score based on the source. Top sales automation solutions set lead scores and parameters to grade, prioritize and identify hot leads automatically. Auto-generate lead scores based on prospects’ interactions. Decide action plans for retargeting and nurturing to convert leads into deals in lesser time.
Robust Integrations
Sales automation services integrate with your incoming and outgoing email servers and send emails to contacts and leads right from inside the Office24by7 platform. Use integrations to use multiple channels including e-mail, SMS, and click-to-call. The sales rep CTI, as an integrated telephony plug-in, allows 2-way calling and it is easy for sales reps as they can seamlessly transfer calls.
Call Recording
With the sales force automation software records all the incoming and outgoing calls. Using this web app, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. Measure customer engagement level and team performance. Get access to all the call recording between the customers and the agents – allowing you to find improvements that should be made.
Mobile CRM
Use our best-in-class mobile CRM that is crafted to boost productivity for your sales team. The best sales CRM software is packed with industry-best features and the highest levels of reliability, you can count on the Mobile CRM to keep you in control every single time. From managing leads to boosting agent performance by proactive monitoring, this top-notch mobile CRM allows you to do it all and more!
Task Manager
Using the mobile CRM by Office24by7, you can drive efficiency for inter-department operations within your organisation. Enable collaboration between multiple departments for breakneck efficiency across various projects. Whether it’s about getting approvals from different managers or getting two stakeholders to work together, the task manager will make everything happen!
Hierarchical Monitoring
Using the web app, decision-makers, managers and CXOs monitor team interaction with customers and alert them on the best means for easy lead conversion. With the best sales automation tools measure customer engagement level and team performance. Using this future-proof process, the projects can be easily monitored – hence boosting the overall performance and efficiency of your organization as a whole.
Office24by7 Sales Automation Features
Lead Distribution
Sales automation services create lead distribution rules for different divisions and time periods.
Round Robin
Least Loaded
Maintain Ratio
Streamlined Activities
Manage Escalations
Reassignment
Overdue Notification
Geofencing
Use API
SMTP
IMAP
Lead Score
Click-to-Action
Frequently Asked Questions
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