Never let a case slip with visual Boards and smart filters on what matters now. The activity board keep you focused on actions to close cases. Smart filters highlight what to do now or in any preferred time period.
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20NINE tells you if you fall behind and what action to focus on next. Receive alerts on slow-moving deals learned from your usual cycle. Insights will coach you on what deals are needed to reach your target
Multiple process types
Option 1: Stages with automatic probability
For processes that have clear stages and need the probability automatically assessed based on the progress of the deal. As the case progresses through the stages, the probability value is automatically updated to match for the stage the deal is in
Option 2: Stage Based process with manual probability
For cases that have a number of stages in the customer journey but the probability is assessed by the responsible. Simply move the case through process stages with drag & drop and set the probability for the case to close manually.
Option 3: Check list process with Automatic Progress
For customer journeys that demands specific process activities are completed before a case is closed. The check-list process automatically updates the probability value as you complete the activities.
Option 4: Check List process with Manual Probability
For processes that require specific actions to be completed before the case can progress with a probability value for the case to close manually assigned by the responsible.
Option 1: Stages with automatic probability
For processes that have clear stages and need the probability automatically assessed based on the progress of the deal. As the case progresses through the stages, the probability value is automatically updated to match for the stage the deal is in
Option 2: Stage Based process with manual probability
For cases that have a number of stages in the customer journey but the probability is assessed by the responsible. Simply move the case through process stages with drag & drop and set the probability for the case to close manually.
Option 3: Check list process with Automatic Progress
For customer journeys that demands specific process activities are completed before a case is closed. The check-list process automatically updates the probability value as you complete the activities.
Option 4: Check List process with Manual Probability
For processes that require specific actions to be completed before the case can progress with a probability value for the case to close manually assigned by the responsible.
Separate prospects and deals
Qualify
Add your prospects from LinkedIn, Outlook, Gmail, .CSV and convert to deals. Get the conversion rates in your Insights section.
Focus matters
Create focus by only adding qualified case to the section. Makes it clear what needs your attention now.
The activity board also support…
Search
Add your prospects from LinkedIn, Outlook, Gmail, .CSV and convert to deals. Get the conversion rates in your Insights section.
Favourites
Flag special cases that you want to focus on the most. Add them to your favourite list and ensure they are immediately to hand
Export to Excel
Search & filter your activity board as you need and export the data to Excel. Export both in progress and completed cases for any period
