OptifiNow Sales Process Automation is a Web-based sales automation module for sales professionals that automates lead communication and contact management. Sales professionals can share structured and personalized communication with leads at every stage of the sales funnel.
The OptifiNow Sales Process Automation’s CRM Amplified feature enables sales professionals to automate sending email, manage tasks, monitor outbound calls, and create leads. In addition, the feature allows sales executives to monitor clients and prospects’ activities in their database. OptifiNow Sales Process Automation’s contact management system enables users to save unlimited contacts, create customized fields, and store client related documents.
OptifiNow Sales Process Automation assists monitoring of sales representatives performance at each stage of the sales funnel i.e. from prospecting to closing. Moreover, the software provides real-time analysis of sales executives performance with respect to key sales indicators.
What I like most about this solution is that the sales people love to use this product because it drives more sales for them. Client after client that I implement this in becomes a raving fan of the system - in part because it is so flexible. The software team that deploys the solution not only customizes it to your workflow but gives you their years of experience with respect to best practices across industries.
Honestly, in each of our implementations we have had nothing but a great experience.
OptifiNow built out the exact platform we needed for our addiction/recovery business. Before we had this software, we were paper based and lost business because of this.
I wish they have active customer support phone number. They have a dedicated rep you can email, but I guess this is the way most SAAS companies are going.
The modules are unlike like most CRMs where your configuration takes a long time. It's the easiest plugin for SFDC.
Minor overlap in automation tools we use with SFDC.
Easy to work with and smooth integration. Our clients are very happy with them.
Nothing bad to report. They are great to work with.
Contact OptifiNow for a quote
OptifiNow Sales Process Automation is a cloud-based sales automation module for sales executives that automates communication and contact management processes.
It allows better management of sales pipeline by sharing structured communication and enabling regular follow-ups.
The OptifiNow Sales Process Automation module drives email marketing campaigns by sending real-time email communication and assists in improving customer engagement and driving sales.
OptifiNow’s contact management system can store contacts, build customized contact fields, and store client related documents.
The module enables sales professionals to execute mobile marketing campaigns and publish posts on social media platforms such as Facebook and Twitter.
The module can also be integrated with Salesforce CRM and other software platforms for better contact and pipeline management.
Below are some frequently asked questions for OptifiNow Sales Process Automation.
OptifiNow Sales Process Automation offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
Contact OptifiNow for a quote
We do not have any information about OptifiNow Sales Process Automation features
OptifiNow Sales Process Automation has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
OptifiNow Sales Process Automation supports the following languages:
OptifiNow Sales Process Automation has the following pricing plans:
We do not have any information about what devices OptifiNow Sales Process Automation supports
We do not have any information about what integrations OptifiNow Sales Process Automation has
We do not have any information about what support options OptifiNow Sales Process Automation has