Spaulding Ridge's CRM and Pipeline Management app serves as a single hub for customer relationship management and allows you to track relevant metrics across the sales cycle from your early prospecting efforts to the closing of a deal. The ACI methodology (Available, Contacted, Interested) easily categorizes your leads and drives the sales pipeline. The pipeline management component illuminates numbers across the sales cycle, and allows sales managers and partners to better understand their current revenue position, and create more predictable revenue projections.
Sales Ops leaders can create and manage sales rep teams, set quotas, and assign territories, regions, and accounts to their sales teams
CRM Functionality & Contact Management
Manage all accounts and the specific client contacts associated with those accounts.
Add new contacts, and keep one single repository of information for all potential leads
Each sales rep can track all accounts that are assigned to them. They can enter interaction dates and client responses, and manage their outreach through the "Available, Contacted, & Interested (ACI)" methodology
This is used to determine which clients should move into the company's qualified pipeline (all interested clients)
Contact Interaction Tracking
Sales reps can use the "Touch Tracker" to view every communication type, date, and a message sent to each contact associated with a specific client.