Pillar
Customer Relationship Management
Sales force automation, customer support, marketing, and field service.
Contact to Lead → Lead to Opportunity → Opportunity to Quote → Quote to Order → Order to Cash
Turning interest captured across channels into a scored, qualified lead.
Channel Capture → Consent and Contact Creation → Interaction Tracking → Lead Scoring → Lead Qualification
Qualifying a lead, handing it to sales, and converting it into a tracked opportunity.
Lead Review → Qualification Assessment → Sales Handover → Opportunity Creation → Pipeline Entry
Assessing whether an opportunity is ready to be priced, and issuing a quote.
Opportunity Assessment → Needs Confirmation → Solution Configuration → Pricing → Quote Issue
Negotiating the quote to agreement and converting it into an order.
Quote Presentation → Negotiation → Approval → Acceptance → Order Creation
Planning and executing marketing campaigns.
Campaign Creation → Audience Targeting → Interaction Capture → Lead Identification → Lead Scoring
Streamlining sales processes.
Lead Qualification → Opportunity Conversion → Quote Creation → Quote Negotiation → Order Creation
Managing customer service operations.
Inquiry Initiation → Ticket Generation → Assignment and Notification → Issue Resolution → Follow-up and Feedback
Managing field service operations.
Service Request Creation → Service Order Management → Dispatching → Service Execution → Billing and Payment