16 Ways Kizen Helps Account Executives
Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.
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01
Seamless Collaboration
Easily ask for help when needed and get the right people on the deal.
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02
Work Faster
Save time by editing and updating deal details in-line. Never enter data twice, as Kizen keeps everything updated.
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03
Help Yourself
Easily customize to work the way you want without coding and implement ideas faster.
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04
Complete Customer History
Kizen records every interaction across all channels - web, email, phone, and more - so you can take action on anything.
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05
Research and Qualify Leads
Quickly enrich an inbound lead with information from 3rd party sources.
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06
Lead Insights
See marketing details on where a lead came from.
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07
Intelligent Prospecting
Leverage advanced no-code filtering and groups to create perfect audiences and find the hottest opportunities.
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08
Intelligent Lead Routing
Quickly match the prospect with the most appropriate team member.
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09
Automated Nurture
Put nurture sequences on autopilot with perfectly timed emails and offers, until a prospect is ready to engage.
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10
Intelligent Prioritization
Score and rank leads throughout the sales process, helping reps focus on the deals most likely to close.
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11
Next Best Action Recommendations
Schedule the statistically best meetings and automate follow up emails after each stage of the sales cycle.
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12
Intelligent Reminders
Let Kizen remind your team when they’re needed with metrics-driven follow up cadences.
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13
Smart Calculations
Teach Kizen how you estimate deal values and calculate quotes, and she’ll do the math for you.
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14
Automated Quotes and Proposals
Use record data to immediately generate quotes and proposals with information already entered into the platform.
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15
Predictive Upsell/Cross-sell
Kizen identifies customers looking to grow their relationship, preparing customized offers and recommendations.
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16
Seamless Team Transitions
Eliminate dropped balls in sales to customer success handoffs, ensuring happy customers from the start.
12 Ways Kizen Helps Sales Managers
Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.
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01
Manager Assist
Kizen monitors sales activities, reminding reps about upcoming or overdue tasks, sending you slipped activity alerts so you know when to step in.
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02
Complete Customer History
Kizen records every interaction across all channels - web, email, phone, and more - so you can take action on anything.
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03
Codeless Customizations
Rapidly deploy and easily configure everything to your sales playbook.
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04
Complete Customer History
Automate everything possible to ensure sales processes are followed correctly every time.
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05
Seamless Continuity
Make sure any team member can pick up a lead mid-sales cycle, understand what’s going on, and continue to work the prospect should a salesperson leave.
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06
Fast-track Approvals
Streamline preparation and approval of deals requiring discounts or special accommodations.
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07
Real-time Reports & Trends
Measure real-time team performance without time-consuming data pulls, pipeline reviews, or spreadsheets.
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08
Forecasting & Funnel Analysis
See real-time forecasts by team or individual sales rep, with leaderboards, total pipeline projects, and more.
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09
Campaign Lead Flow & ROI Analysis
Gain insights into your marketing spend to leverage your best-performing channels and activities.
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10
Big Data Analytics
No more waiting minutes for slow applications. Kizen can analyze millions of data points in seconds.
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11
Smart Surveys
Get a pulse on customer engagement, from NPS to complex questionnaires.
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12
Early Churn Detection
Kizen detects at-risk customers, alerting you for early intervention so you can repair the relationship.
9 Ways Kizen Helps Sales Operations
Give everyone on the team their own virtual sales assistant. Kizen’s smart automation skills are a win for every sales function.
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01
Real-time Systems Sync
Easy two-way syncing across existing systems. Access better reports and use Kizen skills without lifting a finger.
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02
Intelligent Lead Routing
Quickly match the prospect with the most appropriate team member.
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03
Simplify Your Tech Stack
Exponentially decrease integration complexity.
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04
Manage Security
Easily configure roles and control permissions so everyone has the right access.
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05
Eliminate Programming
Automate everything possible without coding.
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06
Customize Workflows
Easily build and update workflows and automate processes without coding.
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07
Drag-and-Drop Builders
Easily create pipelines, build automations, and add custom data and objects.
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08
Rapid Deployment
Get started faster with preloaded best practice templates for your industry.
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09
Streamline Accounting
Kizen automatically handles and follow-ups on all contracts and invoices.
