Sales Force Automation
Everything you need to empower you sales team to outperform the competition - Lead, pipeline and contact management including using the Buying Center
11 articles
- Using the Step Activities Checklist for OpportunitiesApply guided selling practices to your sales process by using the sales activities checklist for each pipeline step
- Working with Approval ProcessesUse Approvals processes for Accounts, Contacts, Leads, Opportunities or Quotes whenever Approval is required by your working practices
- Using the Buying Center for Opportunities and LeadsHow to leverage the power of the Buying Center for influencer-mapping in Opportunities and Leads
- Lead Management — Working with LeadsWorking with Leads using Processes and Lead Forms to effectively manage them to Qualification
- Working with Opportunities — Using Opportunity Fitness in CoeveraLearn how to use Fitness to enhance your view of the health of Opportunities in your pipeline(s) and Leads
- Quotes — Creating and Managing QuotesHow to create and manage Quotes for customers and prospects, including revisions and multiple options for an Opportunity.
- Enabling Google reCAPTCHA for Online FormsProtect your Coevera Online Forms from bots and other automated attacks
- Working with Online FormsOnline Forms lets you create, edit and share web forms/surveys & is fully integrated with your Coevera data
- Online Forms Use Case — Lead Capture Form
- Managing Data - Using the Duplicate CheckerSet up configurable match criteria to identify existing duplicates and auto merge from the tool, use the widget to avoid entering new dupes
- Online Forms - using Products FieldsAdd, manage, and personalize product selections in your online forms.