Meaningful help for your customer facing professionals
Our view is that CRM solutions were never architected properly for salespeople. If they had, accounting for sales activities would be much easier. Our approach acts as a catalyst to unlock the power of your sales & marketing ecosystem by simplifying activity accounting across all CFP disciplines
When you embed our activity transaction model into your platform, you can automatically generate and publish practical insights and recommendations for your customer facing team so they can improve results.
We offer licenses to deploy our patented model into your existing IT stack to enhance your existing sales operations publishing system.
We have a step by step approach beginning with a cataloguing exercise to frame a baseline from which to get started.
If you are a CRM or ERP systems supplier, our module promotes new forms of best practices and reporting to reduce execution risk.