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Lead to Cash Processes

Lead to Cash Processes

Manage leads, campaigns, and renewal processes up to 5 times faster—and streamline your Apptus or Steelbrick CPQ workflows—all while making your data more actionable from a single screen.

Lead & Campaign Management

Make it easy to cross reference leads and contacts in a single grid so you can quickly scrub and eliminate duplicate entries. Anyone in your sales organization or marketing ops team can quickly edit data, and then assign leads and contacts to campaigns. Clean and properly assigned leads makes for faster lead distribution and quicker sales follow up.

Renewals Management

Save time and improve renewal consistency with a structured process to show upcoming renewals and all the data related to processing those renewals from one screen. Manage all renewals, overcome system limitations and complexity, and deliver more revenue.

Configure Price Quote

Eliminate the hours teams typically spend clicking in and out of pages, trying to edit and view quote information such as billing details, start/end dates, product details, etc. Quickly edit frequently used quote lines directly from the opportunity page. Users can edit or mass update dozens of agreement line Items from a single screen.

Ready to streamline sales processes?

One Interface—Countless Benefits

The features you need to accelerate revenue

Inline Create, Edit, Clone, & Delete

See and update layers of information from a single screen with our easy to use and configure inline editing functionality.

Mass Create, Update, & Delete

Save time and reduce clicks for each user that manages your enterprise data with bulk actions and mass updates.

Multi-object & Cross-object Filters

Quickly sort and filter the exact information that you want to see from any records—even multi-object, cross object, unrelated, or custom objects.

Conditional Formatting

Set predefined rules and easily configure color coding to draw attention to your most urgent records for any user.

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