By cultivating a holistic view of current customers and opportunities in one place, Appcino’s Customer Communication and Opportunity Management application provides key customer and sales insights facilitating improved marketing and sales related activities.
Appcino’s Customer Communication and Opportunity Management application provides:
– Opportunities Management: A bird’s eye view of the organization sales opportunity pipeline couple with a detailed view of each opportunity to help you take actions and collaborate on them to close them faster.
– Campaign Management: Plan, organize, and execute. Whether it’s marketing campaigns to leads and contacts or communication automation, easily define all activities and tasks for a campaign and collaborate with various teams to execute.
– Sales Funnel and Reporting: Reports and dashboards provide a 360-degree view of all critical sales activities and overall sales performance, including: insights on opportunities by products/services, insights on individual and team performance comparison as well as a comprehensive view of all upcoming sales activities
- Leads Dashboard
- Organization Sales Dashboard
- Opportunities Report
- My Upcoming Tasks
""Our commercial loan team identified the need to implement a CRM tool to support the sales process. They reviewed several tools that are available in the market and decided they were too complex and didn't align with the sales process. We worked with Appcino to implement this CRM application that now successfully supports our sales tracking, pipeline reporting, relationship management, and needs identification requirements.""