Lead and Contact Management
More Sales Intelligence
With the OCOA Sales Cloud helping your team sell proactively, you’ll know what interactions you have with your Leads and Contacts and what content they need next to move through the funnel.
Track the right information about your leads - the information that matters to moving them through the funnel. With OCOA Cloud integration, easily know what marketing campaign or sales activity they came from, what next steps are and who owns them, and what it will take to get them sales qualified.
Capture More Leads from your Website
With OCOA Cloud integration, it’s easier than ever to drive more leads. Easily publish intelligent forms and landing pages to seamlessly pull visitor data - and more leads - from your website directly into Sales Cloud.
Know Every Customer Contact
OCOA Sales Cloud offers you everything you need to easily record every detail about your contacts and companies. You can even customize your views with custom fields and filtering - so you find just what you’re looking for when you need it most.
CLOSE MORE OPPORTUNITIES
Stay on track of every deal in your pipeline. Forecast steps within the sales process, right up to close. With shared access to all the details on your team’s deals, you’ll close more business on time - as forecasted - and be able to dedicate more of your focus where it counts.
Focus on What's Important
OCOA Sales Cloud helps you sell smarter and juggle between sales activities with better organization for your every day follow-up on sales tasks, appointments and calls. Prioritize your work while interacting with leads, customers, and prospects.
A More Effective Sales Process
OCOA Sales Cloud lets you make your own sales process rules. Based on your own unique needs and business requirements, you can simplify and streamline your sales processes so they work for you. You can even automatically assign leads and customers to the sales rep best able to handle them.
Drive a Team Approach
Organize your sales team hierarchy in a way that works for your business. Region, vertical, product - OCOA Sales Cloud gives you the flexibility customize to your needs. Auto assign leads based on form complete data and team hierarchy for a seamless lead generation process.
KNOW YOUR PIPELINE
Stay on top of all your sales-related data with OCOA’s configurable dashboards. Get timely information on team activity and opportunity status. See what tasks are coming due and which have already passed. Provide pipeline visibility to executive management so they have quick, high-level insight into the health of the business.
Finally, A Dashboard That Makes Sense
OCOA Sales Cloud provides a real-time snapshot of your organization’s key metrics. Easily visualize your team’s success with in-depth insight into lead generation and sales opportunities all in one place.
Build Reports without I.T.
Your team will benefit from the easy-to-build and customize reports features in OCOA Sales Cloud. Simply drag and drop the fields, filters, and charts that you want, and get an immediate real-time view of your business.
Make Decisions On The Go
Stay connected and up-to-date even when you’re on the road - especially when you’re on the road! With a fully responsive interface, OCOA Sales Cloud works on every device and every screen size. You’ll never be out of touch with your sales team.
BUILD POWERFUL CUSTOMER RELATIONSHIPS WITH JUST THE FEATURES YOU NEED
These are just some of the features of OCOA Sales Cloud.
OCOA Cloud Integration
Get Marketing and Sales working together with integration across the platform.
Manage Leads, Contacts & Opportunities
Sell proactively with intelligence around all of your Leads and Opportunities.
Timely information on Team activity lets you know who's working and who's closing.
Fully Responsive Interface
Mobile optimization puts intelligence at your fingertips even when you're on the go.
Custom App Capabilities
Easily develop customized functionality unique to your sales organization.
Amazing Sales Dashboard
Finally, a sales dashboard that's both easy to understand and super customizable.
What do our clients think of OCOA
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