Features

With eSuite you get the complete functionality of both products in one handy resource, including key features like these:

Activity Center

eSuite gives you the same ability to work with your daily tasks as eSalesForce, with one central location where you can manage your productivity.

Quota Planner

Any CRM solution can help you track revenue and sales targets. With Quota Planner, you can track every activity that affects your results, such as cold calls, number of appointments or conversion targets.

Leads Distribution

No more lost leads. eSuite gives you automated lead distribution based on criteria you select.

Report Automator

Create and distribute reports automatically on a customized schedule.

Document Automator

Whether you need a proposal, quote, letter or contract, you can merge your data with included [or customized?] templates to generate documents quickly and accurately.

Process Customization

The same sales process doesn't work for every type of customer. With eSuite, you can create different sales stages, checklists and forecasting rules depending on your target.

Virtual Sales Coach

Another industry first, this knowledge base gives your reps one-click access to competitive selling points, objection handling, product information, sales scripts and benefit statements.

Customer Details

Reps have a complete 360-degree view of customer details, related contacts, open opportunities, sales and incident history, and potential leads.

Unlimited Service Queues

With an unlimited amount of service queues, you can create the right path for any type of incident.

Resource Allocation

Match service reps' skills with your service queues for smart resource allocation. Allow multiple reps to work on the same incident.

Marketing Automation

Tear down the wall between sales and marketing with a wealth of features that integrate the two departments—and automate many tasks.