Manage your vital leads information comprising of key contacts, communication history, behaviour, potential value and more — quickly and easily. You’ll get a complete picture of all your customers history which would guide your sales team on how to engage with them to move forward with deals

• Provide complete insights into leads history to your sales professional for better understanding on their behaviour
• Centralize customer interactions, meetings/appointments as well as email history in one place with eLite BAM for worldwide sharing and collaboration
• Manage your customer meetings while on the move and access critical information through the Dynamics 365 mobile application
• Gain access to social content for understanding what contacts are saying about your products or services

Configure your workflows and approvals through user interface by providing your employees a simple form based input function for automating business processes. Define multi-level approvals for automated assignment of records and email alerts for deals, assign records as a deal moves through the different stages and more.

• A simple form interface to configure forms and workflows which makes it immediately familiar and provides ease of usage to anybody accessing the solution
• Real time Monitoring and multi-level approvals handling to provide visibility across different levels of organisations
• Guide sales agents through qualification conversions, organized business process tray mentioning next steps to follow to close the deal
• Define workflows and automate the approval process for any business requests and trigger approvals based on company regulations