Simplify the sales process with a CRM sellers want to use. The new Redwood user experience makes it easy for sellers to search and enter data using simple commands and keystrokes, explore all customer information and activity in a comprehensive view, and gain insights into individual and team performance with an interactive dashboard.
Make your CRM easier to use with a conversational UX and an actionable assistant that speaks like you do. The new Redwood sales experience gives virtual sellers the ability to search, find, and navigate their accounts with simple commands.
Unlike other CRMs that rely on hidden tabs and buttons within a record, sellers simply tell the assistant what they need to do and the new virtual sales capability recommends the next best action—helping them convert leads, engage prospects, and update records with a few simple, intuitive keystrokes.
A CRM that works and thinks like you do.
Consolidate account information into a clear, comprehensive view. The new Redwood sales experience presents virtual sellers with all activities, deals, recommendations, customer service requests, and more within an account, opportunity, or lead. Take action and make updates using a simple click or keystroke, access complex account hierarchies, and get a complete history of sales activities all within a single view.
Get more insights with less work.
Search and scroll through a chronological log of every engagement touchpoint within a specific account, lead, or opportunity. Our new Redwood sales experience gives virtual sellers a newsfeed-style view of all previous interactions, account updates, and tasks. Filter and search by keyword to show only the most relevant information needed to close a deal.
Don’t waste time searching through your inbox, calendar, and notes. Easily compose emails or make calls directly within your CRM, without the need to open a new screen or pick up the phone.
Close deals faster by giving your sellers a more efficient user experience.
Managers have the power to dynamically track sales performance with verified data. They can create, monitor, and edit sales contests to motivate sellers to meet their individual goals and measure team performance.
Improve overall sales performance with contest and goal metrics within individual and team dashboards. Everyone can see each other’s accomplishments and make informed adjustments to progress leads, close opportunities, and grow account revenue.
Increase seller performance and satisfaction with interactive sales performance dashboards.