APPLICATIONS AND USE CASES

For Sales Teams, Account Managers, Financial Teams,

Customer Support Teams and Senior Managers

SINGLE CUSTOMER VIEW

Customer records in your marketing, sales, finance and support all unified in real-time on one intuitive view, saving you hours of chasing information from multiple systems and departments.

REVENUE AND CASHFLOW ANALYSIS

Identify the reasons why a customer has delayed payment, before you phone them, by unifying debtor analysis with customer support and sales. This simple process can help with your upselling.

Sales Pipeline View

SALES PIPELINE VIEW

Highly visual and dynamic Sales Pipeline Views, as many as you require, over any Customer Relationship Management (CRM) system. Adopt similar pipeline views from fund raising to recruitment.

Customer Due Diligence

CUSTOMER DUE DILIGENCE

Use the Companies House App to check the financial health of UK businesses, so that the chance of unpaid invoices reduces. Use FullContact App to verify email addresses and obtain social profiles.

Unified Communications

UNIFIED COMMUNICATIONS

Bring all your communications channels from Twitter to Zendesk into one place, so that you can close sales faster whilst delivering exceptional customer service.

Unified Task View

UNIFIED TASK VIEW

Unify tasks from sales, operational and product development into one screen.

  •  
  •  
  •  
  •  
  •  
  •  
  •