CONTACT MANAGEMENT & PROSPECT PROFILING
Sales is all about relationships. It’s about starting them and building them so that over time you become a trusted adviser and indispensable resource.
Record all the interactions you have with people, including notes, meetings, previous purchases, tasks and emails.
Automatically ‘roll-up’ all the information to Organization level, to get a single summary view of all interactions.
Easily track relationships, such as suppliers, customers, partners and previous employment history.
Profile individuals and track relationships: job roles, hobbies, interests.
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