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.
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 all your key opportunity data in one consolidated place to forecast revenue, make territory adjustments, and drive more deals to a close.
Route your “hot” leads to your sales reps right away.
Assign leads based on criteria you define in CRM sales automation software, such as top sales rep or region.
Qualify leads and convert them to new sales opportunities on-the-fly with sales software functionality.
Automate your sales processes within CRM sales automation software to maximize team productivity and shorten your sales cycle.
Define stages and steps and assign objectives, activities, results, and close probability.
Customize sales processes based on your product line, deal size, territory, or lead type.
View real-time reports that show opportunities summaries, quota vs. actual sales, sales process analysis, forecast by account manager, and more.
Access the information within sales automation software that you need to coach and mentor your sales reps, increasing sales potential.
Understand where your reps are spending their time with visibility into team and individual activities and calendars in sales automation software.
Send professional communications using custom HTML email templates and Mail Merge.
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.
Schedule activities like meetings, presentations, follow-ups, call downs, and more so you’re always on top of things.