Deliver consistent and compliant customer engagements in more processes — like onboarding financial accounts and resolving cases — with Action Plans, which now supports additional standard and custom objects.
Deliver predictability and transparency across your ecosystem. Now, manufacturers have a tailor-made CRM solution to align sales and operations, unify account planning and forecasts, and deliver greater transparency and collaboration — all on a single platform.
Drive transparency across run-rate business with sales agreements. With Sales Agreements, you can create a consolidated view of all the terms of an agreement, including duration, products, prices, and planned quantities, and combine this with actual quantities from your back office.
Surface insights across your entire business with account-based forecasts. Now your internal stakeholders gain a central platform to collaborate and easily develop revenue and volume forecasts for a complete view of both your net new and run-rate business.
Surface actionable business insights and bring AI-powered intelligence to your day to day operations. Empower your teams with deep insights around Customer, Product, and Pricing performance and enable data driven decision-making to drive predictable business results.