ionSales Features

A streamlined solution that gets to the heart of sales pipeline management and lead development, accessible anywhere. Robust business insight without cumbersome overhead.

Key Features

Customer Accounts

View a clear picture of your target and existing customers. Gain an integrated perspective of your customer’s profile, your opportunities with the customer, their employees you are in contact with, contract details, relevant news articles, and their current financial standing.

Competitor Accounts

Gain perspective on who you compete against, on what business segment, and how you fared against them.

Contacts

Keep an eye on which business contacts are vital to engage with to build your business. Instant insight into the sales opportunities they are engaged in, their role in the company, and your company’s interactions with them.

Opportunities

Flexible visibility to sales opportunities allowing you to prioritize efforts and monitor progress. Know where to focus attention to close more sales, faster.

Leads

Nurture prospective contacts. Assess your leads’ interest level and their interaction with your company.

Marketing Campaigns

Manage and track campaigns and calculate their value- add. Determine which tactics land the most opportunities.

Dashboards

Dashboards paint a real time snapshot of your business health and areas that need attention for the many roles that use the information to grow the business. Your management team, sales team, product managers, marketing team and your reps will be delivered actionable, drill down visibility into their area.

Pipeline Analytics

Pipeline Analytics provide visibility on volume and flow enabling you to focus on moving opportunities through the pipeline faster.

Pipeline Forecasting

Calculate the projected value of your pipeline based on the opportunities value and stage. Slice and dice the pipeline projection based on a sales team, a line of business, a geographical area or whatever segments you define.

Reports

In addition to dozens of provided reports, your team will be able to easily create and send reports.

Contracts

Flexible visibility to sales opportunities allowing you to prioritize efforts and monitor progress. Know where to focus attention to close more sales, faster.

Activity

Keep commitments in your sightline. Be aware of the interactions your company has had with your leads, accounts and contacts. Learn what tasks and events are coming up.

Newsfeed

Share news articles related to your customers and accounts and get alerts about relevant news. Enrich your knowledge and spread news quickly.

Google Interactions

Link to custom search engines, financial pages and maps to get in-depth information on your accounts, leads and contacts.

Want to learn more? Get started with ionSales?

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