What is Team365?Team365 is a cloud-based customer relationship management software designed to help businesses of all sizes capture prospect information, forecast sales opportunity, automate follow-up activities, and boost sales productivity. It sends smart alerts about activities and deal updates, allowing sales teams to pick up tasks where they left off.
Key features of Team365 include pipeline management, marketing automation, lead management, workflow automation, email marketing, lead scoring, document storage, sales pipeline management, and lead generation. Marketing professionals can import data from various sources, track task progress, view past imports, and get visibility into territory performance, pipelines, and open deals.
Team365 allows managers to generate custom reports and gain sales insights in order to generate more leads. Users can also schedule reports to be delivered to their inbox directly.
Team365 lets support teams receive notifications about new tasks assigned and upcoming appointments. Teams can view complete details related to customer conversations, company touchpoints, appointments scheduled, and deals, to understand client interactions and engage in personalized conversations.
Software by Allegientwww.allegientservices.com