Automatically create records once a sale is Closed Won.
Aggregate data from child to parent Accounts.
Integrate AppExchange apps seamlessly.
Integrate other systems including marketing, data, and support systems.
Measure sales performance year over year; quarter over quarter.
Integrate digital signing tools for Contract, SOW signatures.
Email integration for sales and business development teams.
Document merging; Tax receipts, Invoices, Contracts.
Help sales users validate data going into the system.
Customize UI and actions so updating records from the road is easy.