CRM
Leads, opportunities and an honest forecast
Lead capture through opportunity stages to a weighted forecast. Stage definitions are explicit, so the forecast means the same thing to sales and finance.
What it does
Built around the work, not the database
- Leads with source attribution and qualification
- Opportunities with stages, values and close dates
- Weighted pipeline and forecast by period
- Activity history against every account
- Handoff to Presales for solutioning
Works alongside
The rest of Customer & Revenue
They resolve against the same org, so they agree on departments and people without an integration.