Track prospect activity across your website and emails. See every web page they visited and every email they opened or clicked. Get notified in real time when a hot prospect is back on your website, opening the door for your team to follow up.
Sequences are automated, predefined sales activity steps with email templates and call scripts that enable a repeatable and scalable sales process. Think of them like sales playbooks that automatically guide your team to persistent and consistent follow-up.
How Sequences Work:
Use automation rules to keep your sales process at peak efficiency. Automate assignment of new leads, creation of new opportunities, reporting, notifications of neglected accounts -- keep your sales team focused on closing deals, not logging information.
No more going back and forth to find the a time that works for a meeting or phone call. Let your contacts find a time on your calendar convenient for them using a convenient booking page that keeps track of all of your open times automatically.
Use advanced analytics to track and compare sales activity across over 20 Key Performance Indicators
Visualize account and opportunity conversion rates and deal velocity using advanced filters
GleanView offers a full-featured powerful CRM for an affordable price.
How to Automate Sales using GleanView Sequences