Forecast Future Sales Accurately
Leverage strong sales reporting and forecasting tools to help your team work smarter. Kizen’s reports and dashboard illuminate how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what you can do as a sales manager to drive more success.
Reinforce Best Practices
Design and enforce standard operating procedures with your sales ops team by defining best practices in Kizen’s Automations Engine. When your reps forget something or make a mistake, have your system manage them or escalate deals at your discretion.
Know The Status Of Every Deal
Since your reps can easily manage and maintain every deal with fully-automated deal pipelines, you can trust what you see. View the pipeline for your entire team, a single rep, an account or group of accounts, or even drill down into each deal individually to see every detail needed. Understand how you are losing deals, which competitors you are losing deals to, and how pipelines are trending overall.
Leverage Your Data To Sell Smarter
Access the complete history of every deal. Easily see all the activities, messages, interactions, and touchpoints in chronological order and in real-time. Take advantage of Kizen’s filtering capabilities to find the recap data you need to help your reps improve.
Access Comprehensive Activity Reporting
Leverage real-time activity reporting to ensure that your reps are sticking to the best practices and SOPs defined by you and your company. Kizen will offer you easily accessible activity reports to ensure you know exactly what’s happening and when.
Route Leads Intelligently
Ensure the right specialists are handling the right opportunities with intelligent lead routing. Leads and prospects from online and offline sources can be intelligently qualified, assigned, and scheduled by Kizen automations. Ensure your reps walk in each day with new, qualified, and specialized opportunities on their calendar, ready-to-go.
Maximize Rep Efficiency With Smart Automations
Leverage Kizen’s intelligent automations to help your team manage their day. Any time a new task needs to be completed according to your SOP, like when a deal is going cold or a prospect’s deal gets “hot,” Kizen keeps your reps on the ball. Automatically assign the right tasks and remind them through your preferred channels.
Ensure Personalized Sales Collateral Is Easily Shareable
Take your team’s communication to the next level with Kizen’s powerful and personalized email and text capabilities. Utilize Kizen to personalize and deliver your sales team’s post-meeting, rescheduling, proposal, or even cold-call follow-ups. Allow your reps to trigger personalized content sequences with one-click to help your team close deals 24/7.
Empower Your Team
It’s important to have access to your pipeline from anywhere. Ensure your team can collaborate in-app or through any channel. Offer a cloud-based, mobile responsive solution to help your team crush their goals from any device.
Adoption & Happiness
Happiness is not just a customer metric. Kizen’s intelligent data platform, intuitive interface, and automation capabilities will not only help you drive revenue but will be a breeze for your team to use, making them more successful.
Easily Customize To Your Exact Needs
Offer your reps a customized, flexible, and revenue generating system, deployable in less than 2 weeks. With Kizen, avoid wasting hours of your reps’ time manually generating proposals, contracts, and hand-off reports by building one-click automated integrations and workflows.
Help The Marketing Team Drive Better Leads
Break down the silo between your teams with holistic reporting. With Kizen, you will be able to have a 360-degree view of each and every customer and their journeys. Circuitous reporting and collaboration can help inform teams which types of leads are working and which are not.