
Kilby Solutions' Customer Relationship Manager Application
by Kilby Solutions
Description
Sales people constantly complain about how time consuming CRM management can be. The Appian CRM was built by sales professionals who voiced similar complaints about their past experience with other systems. The Kilby CRM allows users to rapidly: Create new customers, accounts, and opportunities Bulk upload customers’ data into CRM in two easy steps Log calls with one click, and/or connect to external sales tools like Hubspot or Outreach Track their activity, notes, and pipeline through Appian’s reporting functionality More importantly, the CRM adapts to your team’s needs and not the other way around. Appian technology allows you to make changes based on your team’s feedback. Appian’s reporting functionality allows sales managers to have full visibility into their team’s performance.
Features
Create new customers, accounts, and opportunities Bulk upload customers’ data into CRM in two easy steps Log calls with one click, and/or connect to external sales tools like Hubspot or Outreach Track their activity, notes, and pipeline through Appian’s reporting functionality