Approvals & workflow

Automate approvals and workflow and automate redundant tasks. You’ll have greater control over routine discounts, product exceptions, and proposals. The result: increased productivity and a higher close rate.

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Sales process automation

Automate and eliminate cumbersome sales processes including quote generation, tracking opportunity stages, updates on close dates and amounts, and won opportunities.

Sales process automation
 

Visual workflow

Visualize and create any process with drag and drop simplicity. Guide sales agents through qualification conversations, intelligently recommend next steps on a deal based on its profile, and speed manual tasks like filling out orders or putting together complex proposals.

Visual workflow
 

Approvals

Set up simple or sophisticated approval automation for virtually any process, including discount requests or opportunity close approvals. You can also respond to approval requests directly in Chatter, from a mobile device, or via email, without even having to log in.

Approvals
 
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