OptifiNow, the All-in-One Sales & Marketing Platform

Everything your enterprise business needs to manage, monitor and close sales.

Sales & Marketing teams have many functions – OptifiNow is a platform that can meet all of their needs

  • All-in-One – Single login to all your Sales & Marketing functionality
  • Adaptable & Configurable to your business processes
  • Any device – any time – any where
  • All of your sales & marketing data/processes reportable in one platform
  • Secure and Compliant infrastructure
  • Expand your functionality with our easy integration
CRM CRM
  • Configurable CRM Solutions to meet the needs of your organization
  • Lead Management
  • Contact Management
  • Account Management
  • Campaign Management
Intelligent Sales
Automation
Intelligent Sales
Automation
Intelligent Sales
Automation
  • Establish the business rules that drive sales automation
  • CRM Automation with AI
  • Triggered Automation
  • Automated Notifications
Sales
Enablement
Sales
Enablement
Sales
Enablement
  • Manage and Execute brand & legal compliant content
  • Omni-Channel Content
  • Triggered Content Enablement
  • Dynamic & Personalized Content
Business
Intelligence
Business
Intelligence
Business
Intelligence
  • Single Platform of sales & marketing data and reporting
  • Real Time Reporting
  • Dashboard Analysis with Machine Learning
  • Sales & Marketing Analysis
  • Sale Performance Reporting
API API
  • Robust API Libraries to integrate across multiple applications
  • Hundreds of Integrated Partners
  • Simplified Technology Stack
  • Bi-Directional integrations

Core Functions of the
OptifiNow Platform

Configure your own platform with the solutions that you need

  • Our modular platform lets you pick and choose the solutions that you need
  • Easily adapts to the specifics of your business
  • Optional solutions are always at the ready to expand your capabilities
  • Easily integrate other technology partners into your platform

Efficiently Effective

An integrated but modular approach.

Eliminates the need to manage or integrate
single solutions, with an all-in-one platform.

CRM

Lead
Management

Contact Management

Account Management

Opportunity Management

CONTENT MANAGEMENT

SOCIAL COLLABORATION

SOCIAL SELLING

MARKETING AUTOMATION

Analytics & Reporting

We make Software implementation and management easy again with our White Glove Service

We Do it All for You…

  • We Configure and Deploy everything according to your needs
  • We handle all your data needs
  • We setup all of your sales & marketing processes
  • We load and activate all of your sales & marketing content
  • We train all of your employees and support their ongoing needs
  • We provide ongoing management and maintenance of your custom platform.

Ready to exceed your sales targets?

OptifiNow is a powerful all-in-one platform that helps enterprise teams easily handle the entire sales cycle – for results you can measure on your bottom line.