Sales and Lead Management


CRM solutions by ISM help you take control of the sales cycle, manage leads, schedule appointments, coordinate follow up, manage customer accounts, and close deals faster. CRM also provides managers and executives with pipeline visibility, territory and team management features, and reports and analytics that help you make better decisions and hit your numbers every time.

Sales software that keeps your pipeline moving

Analyze

Analyze your sales pipeline, forecast revenue, and make informed business decisions with real-time reporting, dashboards, and business intelligence tools within your CRM package.

Track & Segment

Track your probability of close, products, lead source, status, and competitors. Segment your opportunities by account manager, region, or probability of close using sales software functionality.

Manage

Manage all your key opportunity data in one consolidated place to forecast revenue, make territory adjustments, and drive more deals to a close.

Start working hot leads fast

Push Leads

Route your “hot” leads to your sales reps right away.

Assign Leads

Assign leads based on criteria you define in CRM sales automation software, such as top sales rep or region.

Qualify Leads

Qualify leads and convert them to new sales opportunities on-the-fly with sales software functionality.

Boost productivity with sales automation software

Increase Productivity

Automate your sales processes within CRM sales automation software to maximize team productivity and shorten your sales cycle.

Stages

Define stages and steps and assign objectives, activities, results, and close probability.

Customization

Customize sales processes based on your product line, deal size, territory, or lead type.

Manage your team effectively

Reporting

View real-time reports that show opportunities summaries, quota vs. actual sales, sales process analysis, forecast by account manager, and more.

Access

Access the information within sales automation software that you need to coach and mentor your sales reps, increasing sales potential.

Visibility

Understand where your reps are spending their time with visibility into team and individual activities and calendars in sales automation software.

Streamline day-to-day sales activities

HTML

Send professional communications using custom HTML email templates and Mail Merge.

Access

Access all your customer interactions in one consolidated place in your CRM, including notes, opportunities, activities, pricing, tickets, and more. Use filters, groups, and one-click access to quickly get to the information you need.

Scheduling

Schedule activities like meetings, presentations, follow-ups, call downs, and more so you’re always on top of things.

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