Sales CRM

Accounts, contacts, opportunities and activities, connected: a pipeline board, a weighted forecast, next-step and stale-contact flags, discount approvals and a hand-over to customer service when a deal is won.

4 connected tools: Accounts, Contacts, Opportunities, Activities.

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Inside

What it does

Accounts

Every company you sell to or are working to win: type, industry, owner, rating and commercial terms. Open an account to see its contacts, opportunities and activity in one place.

Tracks: Account name, Type, Rating, Industry, Account owner, Phone, Website, Billing city, Billing state, Annual revenue, Employees, Payment terms, Credit limit, Last activity, Description
Flags automatically: Hot when Rating is Hot
No owner when Account owner is empty
Gone quiet when Last activity is more than 60 days ago and Type is Customer
Actions and automations: Ask for an owner: Tell the sales team this account needs an owner.
Views and charts: All accounts, Commercial terms, Accounts by industry, Accounts by type
Its agent: Watches every account for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Contacts

The people at each account: role in the buying decision, how to reach them and when you last spoke.

Tracks: Name, Account, Title, Buying role, Email, Phone, Contact owner, Lead source, Last contacted, Do not email, Mailing city, Notes
Flags automatically: Not contacted in 90 days when Last contacted is more than 90 days ago
Never contacted when Last contacted is empty
Decision maker when Buying role is Decision maker
Actions and automations: Send email: Email this contact.
Views and charts: All contacts, Contacts by buying role
Its agent: Watches every contact for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Opportunities

Your pipeline: every deal by stage, amount and close date. Probability follows the stage, so the weighted forecast stays honest. Large discounts need approval and a won deal hands over to customer service.

Tracks: Opportunity name, Account, Primary contact, Stage, Amount, Probability %, Expected revenue, Close date, Opportunity owner, Type, Lead source, Next step, Next step date, Discount %, Main competitor, Loss reason, Description
Flags automatically: Won when Stage is Closed Won
Lost: add a reason when Stage is Closed Lost and Loss reason is empty
Past close date when Close date has passed and Stage is not Closed Won and Stage is not Closed Lost
Next step overdue when Next step date has passed and Stage is not Closed Won and Stage is not Closed Lost
Discount needs approval when Discount % is over 15 and Stage is not Closed Lost
Large deal when Amount is over 100000
Actions and automations: Hand over to customer service: Create the onboarding task in Activities for this won deal.
Request discount approval: Ask the sales manager to approve this discount.
Automation: When an opportunity is won, hand it over to customer service
Automation: When a discount is over 15%, ask for approval
Views and charts: All opportunities, Forecast, Won and lost, Pipeline by stage, Pipeline by owner, Opportunities by lead source, Deal health
Its agent: Watches every opportunity for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Activities

Calls, emails, meetings, site visits and tasks, logged against the account, contact and opportunity they belong to.

Tracks: Subject, Type, Status, Date, Account, Contact, Opportunity, Assigned to, Priority, Comments
Flags automatically: Overdue when Date has passed and Status is not Completed
Due in 2 days when Date is within 2 days and Status is not Completed
Completed when Status is Completed
Actions and automations: Mark completed: Mark this activity completed.
Views and charts: All activities, Activities by type, Activities by rep
Its agent: Watches every activity for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.

Use cases

Part of these solutions

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Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

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