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Xebia Solutions

CRM Sales on Appian

Enables intelligent and effective end-to-end customer relationship management

CRM Sales on Appian Suite is a AppMarket Award Winner

CRM Sales on the leading low-code platform Appian enables organizations to manage customer relationships intelligently and efficiently - from lead generation and sell to service, resulting in revenue growth, happy customers, increased efficiency, and transparency. It enables organizations to automate the entire sales process from lead generation to winning opportunities and finally executing them to the commitments. A unified view of customers orchestrating across systems is provided to create a single source of truth for taking relevant actions.

It enables organizations to quickly configure the organization hierarchy, easily manage access across applications, effortlessly automate business-specific processes and seamlessly manage business contacts and communications. This results in ultimately enabling leadership with a unified view of all the key data points that are required for well-informed decision-making and growth strategies.

Key Functionalities

Lead, Opportunity, Contact and Account 360

  • Unified and integrated view of all key data points, interactions, and activities being performed by all business contacts.

  • 360-degree views of leads, contacts, and customers to review and action on all the relevant information.

  • Provides options to create and pin notes, manage documents, sign contracts, and much more.

Business Opportunity and Quote Management

  • Bird's eye view of the opportunity pipeline to manage opportunities, including a 360-degree view of each opportunity.

  • Learn from the past by intelligently identifying similar opportunities and aggregating learnings.

  • Competitor analysis to empower the team to strategize considering their strengths and weaknesses.

Tasks, Activities, and Workflows Management

  • Execute automation by quickly configuring workflows just by point and click.

  • Schedule and manage tasks with notifications and due date reminders.

  • Calendar view for everything upcoming.

Email Integration and Communications Management

  • Segment and manage lists, execute campaigns, define budgets, track ROI, and track campaigns' progress.

Campaigns Management

  • Integrate with Outlook to automatically send and receive emails directly from the customer dashboard.

  • Configure email templates to standardize communication.

  • Host all interactions within the relevant Business Contact dashboard.

Real-Time Analytics and Actionable Dashboards

  • Real-time dashboards for a 360-degree view of all critical activities, including overall business performance.

  • Unified actionable interface to manage customer relationships.

  • Segmenting contacts, leads, customers, and revenue as per geographical view.

Tailor it to Work the Way You Want

  • Configure everything you need to set up your CRM and get it up and running from day 1.

  • Organization hierarchy, application access, products & services, price books, T&Cs, email templates, auto-notifications, workflows and approvals, and much more.

Challenges Solved by CRM Sales

The cutting-edge solution solves the following challenges which are lacking in the outdated non-integrated CRM systems and are ultimately detrimental to business growth and customer experience.

  • No intelligence and learning to avoid repetitive mistakes in the sales process.

  • Inaccurate and segregated data in multiple information silos, with no unified view of customer's key data points that are needed to make well-informed decisions. Simply missing Customer 360 - leading to less revenue and hurting customer relationships.

  • Loss of time and transparency in operations due to manual processes.

  • Difficult to implement business-specific processes and automation workflows, leading to multiple inefficiencies in business operations.

  • Lacks management and tracking of tasks and communications, resulting in loss of productivity, and missed opportunities and SLAs.

See It In Action





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