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Win New Business

Break into new accounts and establish strong business relationships with the right contacts to grow your top line revenue.

Expand Existing Relationships

Win more business within your established clients by strengthening your relationships using real-time insights to uncover new growth opportunities.

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Pulse Customer Analytics
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Pulse provides a holistic view of your customer and prospect relationships. With full visibility into these relationships, you’ll know what’s going on with any contact at any time. These actionable insights will help you eliminate business risk and turn customers into the best prospects.

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Customer Relationship Management

㽶Ƶ CRM functionality radically improves visibility into who on your team is engaging with customers and the conversations they’re having. With this mobile, intuitive, and completely automated platform, your team can can collaborate to turn leads and opportunities into clients.

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Advanced Reporting

Transform your team’s sales activity into actionable business insights with configurable reports tailored to your specific goals and KPIs.

Our two sales teams sell products independently but share the same clients. They have different sales cycles and we needed a central way to keep organized. When a salesperson picks up the phone to call someone, they know exactly who’s talked to them with 㽶Ƶ.
Cassandra Mayberry Director of Marketing at EPS Financial

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