If you are just starting on a tool buying trip for your sales team, you might discover that at least 15 of these categories are applicable to your business. You might even consider getting a tool for each of these specific functions. You might also assume that these can all beautifully work together to synchronize data.
But to have meaningful conversations, you need to empower your sales reps with all relevant information in a single view. When you have separate tools for appointment scheduling, document engagement, sending drip emails, and a few others for making calls, creating and sending quotes, your sales reps won't find the going easy.
The scattered data also hinders coaching and insights for the management.
Vtiger CRM brings many of the features for running a sales organization into one application.
It includes many functions designed a sales rep’s job easy - group mailboxes, document management, appointment scheduling, email sequences, mobile app with route planner and geofencing, integration with meeting apps, and data enrichment tools. Also, with Calculus AI, Vtiger adds the benefits of AI-guided selling in the form of Deal recommendations, Best time to call, Email Reply assistant, and more.
For Sales leaders, Vtiger offers Coaching dashboards, Deal executive brief, Sales Insights, Quote Discount Approval automation, and smart alerts.
Vtiger CRM connects with different collaborative technology - phone, SMS, email, calendar, and other tools and apps. And, it also connects with services you are already using(for example, ClearBit to enrich data or DocuSign to get documents electronically signed).
Talk to us today! We might have just the solution you have been looking for.