Searching across your CRM

Because your customers matter

Meet Coveo G2B for CRM

Coveo G2B for CRM offers single access to ALL customer data, providing the sales team and managers with essential information coming from their CRM and other important databases such as emails, intranets, or other systems. With the powerful search capabilities and the 360 degrees view of customers provided by G2B, sales representatives have all the information they need on hand to prepare for a call or customer visit. They also spend much less time creating reports and searching for customer information, focusing instead on their main role–selling or solving customer issues. Our solution also provides tools, views, and reporting capabilities for sales managers to easily detect and understand inefficiencies in the sales or customer response process.

Key Benefits

• “Dynamic reporting” reduces the need to rely on inflexible and static reports
• Easily search for operational inefficiencies in the sales process
• 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 inside an email

Read more about the benefits