All Sales Guides

Accelerate Sales Quote Exception Approvals

Speed up deal and negotiation cycles by getting sales quote exceptions in front of the right executive approvers immediately.

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Ensure New Sales Reps Have a Territory Assigned

Promote sales team productivity by never missing territory assignment for new sales reps.

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Expedite Month-end Sales Quote Updates

The end of month or quarter is a critical time - ensure that handling quote updates and other sales operation requests doesn’t delay closing business!

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Keep Sales Support Teams Aware of High Impact Deals

Use real-time updates to ensure sales support teams are aware of and focused on the most impactful deals.

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Preserve Sales Productivity by Monitoring Key Systems

Proactively monitor key sales systems so that problems can be addressed before they impact your sales team's productivity.

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Reduce Order Processing Delays

Do orders sometimes get stuck during processing? Drive accountability and shrink delays with real-time notifications.

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