Seamless CRM Integration for
Unified Sales Management.

SalesOptim is a sales optimization tool designed to enhance the efficiency and
effectiveness of sales teams.

SalesOptim Automation

Sales optimization automation in CRM enhances sales efficiency through automated lead management, streamlined
processes, personalized interactions, predictive analytics for forecasting, workflow optimization, and improved customer
retention strategies.

Lead Management

Lead management is a systematic process in which incoming leads are qualified, analyzed, and nurtured so that they can be converted into new business opportunities.

Project Management

Project management in involves planning, executing, and overseeing sales projects to achieve strategic goals efficiently. It ensures that sales initiatives are completed on time, within budget, and meet quality.

Deal Management

Deal management involves organizing, tracking, and managing sales deals throughout their lifecycle.

Account Management

Account management involves understanding customer needs, providing personalized service, and leveraging customer insights to identify opportunities.

Contact Management

It involves systematically organizing and maintaining information about customers and prospects.

Vendor Management

Vendor management involves overseeing relationships with suppliers and service providers to ensure efficient procurement, timely delivery, and cost-effective operations.

Lead Generation

Lead generation involves identifying and attracting potential customers who have shown interest in a product or service.

Omnichannel

Converse in real time with customers and prospects. Get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media.

Email

Email in omnichannel involves using targeted and personalized email campaigns to engage with customers, nurture leads, and drive conversions.

Telephone

Telephone in omnichannel includes direct phone calls to prospects and customers for personalized communication, relationship building, and real-time problem resolution.

Social Media

Social media in omnichannel sales optimization leverages platforms like Facebook, LinkedIn, and Twitter to engage with customers, promote products, gather insights, and handle inquiries.

SMS

SMS in omnichannel sales optimization involves sending text messages to customers for quick updates, promotional offers, and appointment reminders.

Live Chat

Live chat offers real-time online communication with customers through website chat widgets or messaging apps.t facilitates instant support, answers queries, and assists with sales process.

Live Tracking

Live tracking allows managers to monitor the real-time location and activities of their sales team members.

Customization

Customization in sales optimization tailors the sales platform to meet specific business needs and preferences, enhancing efficiency and user experience.

Page Layout

Page layout customization in sales optimization involves tailoring the design and arrangement of fields, sections, and related information on sales pages to fit specific business needs.

Custom Component

Custom component customization allows for the creation and integration of unique elements or modules within the sales platform. These provide specialized functionality or display specific data.

Views & Filters

Views and filters customization enables users to create personalized data views and apply filters to sales records. This helps in quickly locating and analyzing relevant information.