modern sales

Get industry or sectoral insights and intelligence such as recent news releases or changes in corporate leadership.

With group 360, you get a hierarchical grouping of corporate customer, its subsidiaries, partners, vendors and counter parties across geographies.

Get a holistic contact information that includes demographics, hierarchy levels, contact information, interactions, preferred contact channel, associated opportunities, service requests, escalations and more.

Capture leads from multiple channels including website, mobile apps, SMS, phone calls, missed calls, Branch, ATMs, KIOSK, Business Correspondents (BC), Business Facilitator (BF), Direct Selling Agent (DSA), online lead aggregators and more.

Route high volume leads with smart routing logics.

Identify and work on high value leads with AI/ML driven lead scoring.

Get a comprehensive overview of stages, probabilities, anticipated closure dates, sales team details, anticipated revenue etc. across product lines.

Prioritize opportunities with predictive health scoring to monitor prospect engagement levels and determine propensity to buy.

Build multi step lead qualification cadences and get prescriptive recommendations for next best actions that include the best time and channel to connect, for each opportunity stage.

Monitor and manage pipeline values, anticipated revenues and opportunity closure dates.

Display forecasted revenue versus assigned quota for future time periods.

Enable sales force to close any pipeline-to-quota or forecast-to-quota gaps with recommended next best actions, powered by prescriptive analytics.

Create and run smart meetings that make related tasks actionable and accountable across teams and branches with Smart Cogent Meetings.

Get your own private social network that allows your sales force to openly collaborate on opportunities and exchange posts, links, and files.

Host and manage OCR capable documents related to various accounts, leads, cases etc with seamless integration with third party document storage drives like Dropbox, Google Drive and ONE Drive.

Prioritize daily activities and get the optimum sales route with geo routing functions.

Track leads in real time and manage followup /engagement activities for nearby leads with GPS Navigation.

Get advanced mobile functionalities including voice functions for entering or updating sales data along with push alerts.

Design custom tabular and matrix reports through the UI Report designer in a few clicks.

Conduct advanced analysis with custom calculations, trend analysis for user-defined time periods with advanced data visualization options, such as heat maps, tree maps, bubble charts, or scatter plots.

Auto-generate, schedule and trigger personalized reports based on roles and permissions via emails from a single report.

Catalyst Performance Modeler assists your team in setting targets based on roles, products, time period, channels, revenue, quantity and conversion rates etc. for in-depth planning and execution.

Assign targets at multiple hierarchies and rolled up depending on organizational policies and strategies.

Sales team can achieve targets by auto calculating and auto creating the required number of leads, campaigns, interactions and conversions on daily basis.