Sales Automation

We help your sales force sell more

Maintaining a competitive sales edge in today’s market is more difficult than ever. No matter your industry, your target market is evolving more quickly than ever, which means new competition, new customer demands, and — ideally — new sales.

That's why sales automation is critical to your success.

Square Seven’s solutions for sales automation help you control the entire customer lifecycle. From initial marketing campaign to service after the sale, you can efficiently forecast, track and fulfill orders, manage customer interactions, analyze trends, manage sales cycles, and share knowledge with local and remote sales representatives.

Square Seven’s suite of powerful sales automation tools includes:

Pipeline management

Your ultimate success relies on the ability to create and maintain long-term relationships with satisfied customers. At Square Seven, we have leveraged our experience in knowledge management and marketing strategy to create a pipeline management solution that can transform the way you manage your clients.

Proposal automation

In order to compete, your sales team needs to spend more time selling and less time managing administrative processes. Square Seven’s proposal solution automates the process of creating proposals, allowing salespeople to leverage the most up-to-date information, avoid costly errors, and respond quickly to new sales opportunities.

Media management

Many organizations have difficulty managing their important media —such as approved logos, marketing materials, product descriptions, etc. Square Seven’s solutions provide a secure repository of important media and brand-related documents, ensuring that key groups have access to exactly the right media, exactly when they need it.

Document management

As your business grows, it inevitably faces difficulty in creating, sharing, and storing important documents. The challenges multiply when people in different areas must work together on projects. Ultimately, business processes slow down and sales lag — unless you have a Square Seven solution that can easily manage your document challenges.