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Coveo Enterprise Search for CRM offers unified access to all customer data, providing teams and managers from sales, support and marketing with essential information coming from their customer relationship management tools, as well as other important databases such as emails, intranets and other enterprise systems. With the powerful search capabilities, sales representatives are provided a comprehensive view of customers, giving them all the information they need on hand to prepare for a call or customer visit. It also cuts down on the time spent creating reports and searching |
for customer information, which allows for more time to be spent selling or solving customer issues.
Coveo Enterprise Search for CRM also provides tools, views, and reporting capabilities so managers can easily detect and understand inefficiencies in the sales, customer response and resolution process. |
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Key Benefits
- Dynamic reporting reduces the need to rely on inflexible and static reports
- Easily search for operational inefficiencies in the workflow process (sales, support, marketing, etc.)
- Sales directors can stay up to date on the lead and opportunity pipelines wherever they are, using their desktop or mobile device
- While on the road, sales reps can rapidly gather all relevant information about a customer including support emails before a visit
- Managers dealing with customers and market information make better decisions by having all relevant information easily findable whether it is in Salesforce.com or an email
- Total cost of ownership significantly lower than competitors with better functionalities
- Easy to deploy and maintain
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Coveo
Enterprise Search |
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| Resources |
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White Papers
Enterprise Discovery to Facilitate Decision-Making and Mitigate Risk
Improving Employee Efficiency with a 360-degree View of Information
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| Customer Profiles |
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| One of the top consulting companies in the world uses Coveo Enterprise Search solutions to leverage its knowledge capital while expanding its go-to-market efforts and reducing overall operational costs.
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| The world’s leading independent provider of communications protocol software uses Coveo Enterprise Search solutions to further strengthen customer relationship management and deliver exceptional expertise in telecommunications.
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