SalesNOW

Open the app, choose your priorities, and let SalesNOW guide every follow-up, call, and message. Start by connecting Outlook or Gmail to pull in contacts, email history, and calendar events. Add custom fields that match how your team sells—vertical, use case, renewal date, product interest—and save tailored views for SDRs, AEs, and managers. Use multi-criteria search to isolate high-potential accounts, then segment them into targeted lists for outreach. The AI Assistant highlights deals at risk, suggests next steps, and drafts emails you can personalize and send in seconds. Handle inbound from web forms and social channels in one place, route them to the right owner, and book meetings without leaving the app.

Build and work your pipeline with clear steps. Create an opportunity, set stage and probability, link stakeholders, and attach related emails, notes, and files. Use checklists to enforce your playbook—discovery, demo, proposal, negotiation—so nothing slips. Generate quotes from the product catalog with pricing, discounts, and taxes; create multiple versions per deal and share them directly from your phone. When the buyer says yes, convert the quote into an order and keep the documents stored with the account. Log calls automatically via the dedicated phone line, capture notes and outcomes, and trigger follow-ups. Collaborate with @mentions, share context on large accounts, and hand off territories cleanly when assignments change. more