Customise sales workflows & empower sales teams with AI automation to close more deals.
Business Impact:
- Accelerated sales cycles through automated lead routing and follow-up.
- Increased sales productivity with automated task reminders and notifications.
- Improved forecasting accuracy with real-time data updates and insights.
- Streamlined sales processes with automated quote, invoice, etc. generation and approval workflows.
- Improved collaboration among sales teams with shared pipelines and dashboards.
How it Works
Features
Lead Management
Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates.
Account & Contact Management
Get a comprehensive view of a customer's personal, behavioral, buying, and spending details to personalize customer engagement and improve sales efficiency.
Opportunity Management
Manage your opportunities with highly granular processes that help you define and follow through the most optimal strategy for each potential client.
Cross-Sales & Up-Sales
Optimize customer lifetime value by cross-selling and upselling different products or services that your customers really need.
Outbound Communications
Easily call, email or message your customers directly from RoundInfinity. No need to lookup customer numbers, share your personal numbers, etc.
Tasks Management
Empower your sales reps and front-office agents with the ability to manage their daily tasks, customer requests, and communications from their mobile phones.
Sales Planning & Forecasting
Create and manage forecasts in multiple dimensions – by teams, territories, products, and other parameters.
Partner Relationship Management
Drive partner sales and onboarding through a portal that supports leads, opportunities, collaboration, mutual campaigns, knowledge sharing, and loyalty programs.
Product Information Management
Get a comprehensive view and simplified access to up-to-date information about all your products and services to support sales, ordering, billing and other processes.
Quotation Management
Quickly prepare error-free, attractive quotes based on up-to-date, centralized product information.
Customer Order Management
Streamline management of cross-channel customer orders using a single interface and intelligent workflows for order processing.
Invoicing
Generate invoices in seconds, track status of your invoices, and get complete visibility into the payment flow.
Payment Links
Easily generate payment links to collect payments from customers. Auto-generate & auto-send invoice on receiving the payment.
Sales Knowledge Base
Quickly build a customizable help center so your sales staff can get their queries answered in a self-service manner.
Appointments Booking
Allow customers to easily schedule and modify appointments using mobile. Allow to easily view appointment reports, make payment, etc. in a self-service manner.
eSign Sales Documents
Allow employees, partners, customers, etc. to securely access, view & eSign any document, contract, agreement, etc.
Customer Self-Service
Provide customers with a customised mobile responsive self-service portal to fill applications, make payments, raise requests, etc.
Customer 360
Have a 360-degree view of your clients in a single click. View their previous history, contact center cases, transactions, quotes, invoices, etc.
Custom Sales Applications & Workflows
Without any coding, create mobile responsive custom business applications & cross-functional sales workflows to meet your business specific needs.
Sales Dashboard
Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.
Reminders
Never miss out on follow-up requests by setting reminders on leads, accounts, etc.. The system will send you a alert when the time to connect back is approaching.
Customer KYC
Easily generate a custom workflow to capture & approve customer KYC KYC details, documents, live video, etc.