Easily see who's engaging with your content and determine who your hottest payroll leads are.
Keep your hot prospects engaged by queuing up a series of personalized emails about their HCM topics of interest.
Schedule the delivery of email templates or sales cadences to hit them with the right message at the right time.
Build a deals pipeline that maps out your HCM product's 'buyer's journey' from stranger to customer.
Use the intuitive visual interface to easily monitor who you're set to follow up with and when.
Save valuable time by using automated triggers that move prospects through your pipeline when they take certain actions.
Integrate your Gmail or Outlook calendar to our meetings tool and get a custom link to a branded meetings calendar - set your availability and let prospects choose a time that works for everyone.
Need to craft the perfect pitch before your meeting? No problem. Use playbooks to find just the right words.
And when all goes according to plan, you can even collect esignatures and payments right from your dashboard
Prioritize your sales efforts by leveraging machine learning algorithms to figure out a lead's likelihood to buy.
Set up custom reports to automatically generate and track your success against your goals.
Optimize your processes by arranging the reports in a number of visually intuitive ways so it's easy to figure out where you need to improve.
Craft your emails in advance and let prospect behavior determine who gets which emails, and when they get them.
Create your own templates or choose from a library of action-inducing, modern templates that are built to convert.
Monitor email interactions and prospect engagement in granular detail within your sales activity feed.
Build highly customizable reports based on the metrics that matter most and automate delivery when you want them.
Integrate your account with Google Calendar and Microsoft Office to let leads book meetings at a time that's convenient for everyone.
Engage with visitors on your website in real-time and connect leads with the right sales rep to increase satisfaction and conversion rates.
Make sales calls in your browser or with VOIP phones to record and log conversations automatically on the contact record.
Put your most repetitive tasks on auto-pilot, freeing you up to do the high-touch work that separates your service from the competition.
Leverage machine learning algorithms to prioritize your sales efforts based on a lead's likelihood to buy your payroll or HCM services.