Sales Enablement

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Sales Enablement - Overview

Sales enablement is a strategic process that enables sales reps to drive an insightful and valuable conversation with the right prospects, who are sales ready, at each stage of the customer life cycle. This in turn optimizes the ROI of the sales funnel. This also aligns both sales and marketing, and arms the client-facing employees to improve sales and increase revenue.

With Agile CRM, your business can automate the aforesaid process using a sales enablement software and carve an easy way to drive revenue with minimum time and manpower.

Adding Contacts for Sales Enablement

Add contacts manually, import them from a .csv file, web forms, or sync contact data from other apps.

Custom Fields

Add custom fields to contacts, companies, deals and cases in your Agile dashboard and add values to them.

Tags for Sales Enablement

Using sales enablement software, tag your contacts to facilitate seamless filtering to pull up different reports and trigger campaigns easily.

Filters

Search, sort, group and analyze contacts and companies in Agile CRM. Use basic filters or set up custom filters based on specific sets of criteria.

Bulk Actions for Sales Enablement

Add/remove tags, add to campaigns, start campaigns, send Emails and lots more in a single bulk action.

Appointment Scheduling

Scheduling appointments is now a simple process with the help of sales enablement software. Share your calendar online, create a personal scheduling page, add the calendar to your website and include an appointment scheduling link in emails/campaigns.

Contact Pages & Widgets

Get routed to specific contacts pages when you add a contact manually or search for a contact on Agile.

Email Sync

Agile’s sales enablement software helps you sync your email accounts with the CRM. This gives you a centralized (Agile) dashboard view of all the Emails you have exchanged with your Contacts from your GMail/IMAP/Office 365 accounts.

Calendar sync for Sales Enablement

Sync all your events from Google Calendar to Agile and vice-versa.

Deals

Add contacts, description, monetary value and timeline to deals and track them.