Clone the habits of your best salespeople and improve the productivity of your entire sales organization by cultivating and enforcing best practices, policies and procedures. CRM Unleashed offers the flexibility to plan and execute effective sales strategies according to your unique sales processes.

Customizable Workflow Rules

Every sales organization has a unique way of driving deals through the sales cycle. Wouldn't it be great if you could automatically enforce the right steps and stages into each type of sale? Your sales managers could spend less time hounding reps—and more time strategically helping them close the right deals.

CRM Unleashed sales force automation software supports the methodology that works best for your sales organization. Our flexible, rules-based workflow engine lets you set defined milestones at each sales stage, automatically assigning tasks to the appropriate sales rep and triggering customizable rules.

Automatic Task Assignment and Progression

Enforce the right procedures with required tasks dynamically assigned to the appropriate sales rep based on role. With customizable task templates, for pre-defining required data, your entire sales force follows the same "best practice" process on each opportunity.