Empower your sales functions, with the world’s #1 CRM.

Discover Seven20s CRM features that will accelerate your sales growth.

Sales Enablement/Business Development

Arm your consultants with the tools they need.

Generate more business with the World’s #1 CRM Platform

  • Sales automation
  • Create client contact from anywhere
  • Custom call scripts
  • Email templates
  • Guidance for success

Accounts / Contact management

Relationships are key.

Making sales isn’t just about building relationships, they also come from maintaining them.

  • Client contact scoring
  • Relationship grading
  • Automated contact sequencing
  • Account tiering
  • Account ownership
  • Contact relationships/hierarchies

Pipeline Management

Work the way that works best for you.

Visualise the data in the way that resonates with you the most.

  • Kanban
  • List / table view
  • Split view
  • Automated reminders
  • Advanced filter logic

Forecasting

Looking forward.

If you’re interested in scaling, knowing when and where revenue is coming from is essential.

  • Forecast revenue expected in the future
  • Apply probability of success along the way
  • Foresee red flags on deals before they happen in order to intervene and ensure success
  • Motivate your sales team with healthy competition

Sales Collaboration

Sales teams collaborate with ease.

A seamless handover from sales to delivery

  • Job lead conversion
  • Accurate data
  • Include the right team members at the right time
  • Collaborate with other departments using chatter

Building Reports / Dashboards

In our quest for perfecting processes, we have to learn from the past.

By leveraging Salesforce reports and dashboards you can measure where you are successful, and where you need to improve and then take action.

  • Revenue reporting
  • Job lead sources
  • Conversion rates
  • KPIs
  • Targets

Product features

Account tiering

Email templates

Pipeline forecasting

Automated contact sequencing

Task Manager

Mass emails/mass spec CVs

Spec CVs

Relationship grading

Client contact scoring

Sales Pipeline

Job Leads

Guidance for success

Want to hear more about our CRM?

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