Sales, Marketing & Customer Management (CRM)

Custom Salesforce solution for comprehensive sales performance management

Unified platform for brand membership management, retail space matching, and business intelligence

Integrated marketing automation platform with client management capabilities

CRM plugin system with bi-directional data synchronization and analytics visualization

A CPQ system with automated workflows and real-time data governance

The system will enable the company to manage client projects, collect and display client reviews, facilitate consultant introductions, and manage initial consultation scheduling.

The system should present an interactive questionnaire to potential clients, analyze their responses using AI, and generate personalized service recommendations and follow-up communications.

The system should enable data ingestion from various sources, perform data transformation and cleansing, facilitate data aggregation into structured formats, and support the generation of reports and dashboards. It should also manage access control and ensure data security.

The platform needs a robust Call Guide Builder and Question module allowing sales teams to create and manage dynamic call guides. It must integrate seamlessly with existing CRM and marketing tools and provide an intuitive, drag-and-drop interface.

The platform needs to provide comprehensive CRM capabilities, AI-powered helpdesk automation, a knowledge base with AI search and summarization, workflow management, and advanced analytics to support sales and customer support teams.

A web-based platform to host and manage client case studies, incorporating client logos, project details, results, and quotes. It will also include features for easy sharing and integration with marketing materials.

The system should automate lead assignment, manage lead data, automate tasks, and provide comprehensive reporting.