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High Speed Sales for the High Tech Team

Tech Savvy, But Limited Help

Sales Solutions

Most tech firms have lean, tech-savvy sales organizations. But, most lack the tools that help super-charge these expensive teams. In fact, a survey of tech sales staff show they seek out tools independently! Let OptifiNow help your organization, across the board, dramatically help improve on efficiencies through process improvements and automation tools that help the top 20% and bottom 80%.

Start Small and Make a Big Impact

Since every tech firm is different, OptifiNow works with management to develop a customized implementation of OptifiNow, stand alone or integrated to your existing system, that matches the current situation with room to grow.  Each deployment starts with a successful adoption for the entire team through it’s most pressing need, then, quickly helps deploy other features to ensure further adoption and maximum ROI.

In a short period of time, your tech savvy staff will be helping refine the tools for the entire organization, not themselves – making an even bigger impact over time.

Nurturing is A Big Part of the Game

Technology sales are usually a slow, nurturing process. And, OptifiNow is designed to help this process by enabling sales execs to nurture significantly more leads, properly, through personalized automation, than generic CRM’s.   Whether your average prospect needs 3 months or 9, OptifiNow can be customized for each engagement through automated, yet personal, emails, physical mail, text messaging, and of course social network outreach.

If Nurturing Isn’t Your Game…Quick Turn Sales Is

Have a business that’s more geared toward a fast sale? Then OptifiNow is only tool designed to provide rapid outreach and enable massive sales activity for each sales person. With our lead management tools and content management applications all built into your CRM or ours, OptifiNow can help increase each sales executive's outreach and help bring deals to closure…more, faster, and with less staff.

Ongoing Distribution Relationships

How many relationships can one sales person manage on their own? OptifiNow lets customers multiply that number times 2, or maybe 5, or maybe 20.  Through the simple use of client status dispositions, an account executive can maintain a relationship with a large numbers of customers and help move them through the nurture process until it makes sense to work them directly.  Having an automated outreach system in place that relates to re-ordering, fulfillment, and ‘open to buy’ timing can help keep your team in touch with customers intelligently and in larger numbers than ever before.

Management Control

Long sales processes are difficult to manage and common CRM’s don’t provide the necessary reporting to help keep a close eye on the pipeline.  Within the  Reports onDemand™ module, management can see every phase of the pipeline for every client, measure each sales person, and continuously optimize the sales processes across the company or 1 by 1.

OptifiNow reporting and dashboards are custom for every customer and can be designed for each stakeholder in the business ranging from sales and marketing management to the CFO and the sales staff themselves.

Documentation, Specs, and Literature Organized

Personalized outreach through Marketing onDemand™, will set your team apart from the competition by enabling each sales person the opportunity to quickly distribute information with a personal touch – not just use generic documentation.  Using the template system within OptifiNow, each sales person can deliver branded or custom literature to each client.

Integration to existing systems

OptifiNow operates out of the cloud as a stand-alone solution or integrates perfectly with agency management systems.

OptifiNow…Perfect for Tech Firms:

  • Cloud Based Solutions
  • Enterprise Sales
  • Consumer Products
  • Distribution and Resellers
  • Commercial

Social onDemand™

Most tech clients are using social media these days. OptifiNow helps tech companies provide top caliber content to the entire sales and marketing staff for distribution via THEIR own social accounts. Built into OptifiNow are a stable of tools designed to help those communicating via Twitter™, Facebook™ and of course LinkedIn™ — all with a single click of a button. Now, your entire team can touch their entire network with rich content — with management’s confidence that it is all compliant to their brands.

About Us

OptifiNow is a cloud-based SaaS Sales Enablement and Automation Software Platform that was designed to specifically address the growing needs of the sales force. The system provides a single integrated platform that includes Lead & Contact Management, Sales Process Automation, Opportunity Management, Affiliate Management, Content Management, Marketing Collateral Resource Management, Social Media Management, Collaboration, as well as Reporting & Analytics
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3020 Old Ranch Pkwy, Suite 300 Seal Beach, CA 90740


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