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Solutions » Social Collaboration

A company's greatest asset is the collective knowledge stored with their employees

Lead Management

A private social network for your company. Collaboration OnDemand’s web-based social network allows users to collaborate securely across departments, geographies, content and business applications.

The OptifiNow Collaboration On-Demand platform brings it all altogether, via ready-to-deploy, cloud-based solutions matched to your business goals. This is how you create that two-way conversation so crucial to maintaining an ongoing dialogue with customers and key influencers. Unlock your employees collective knowledge and close more opportunities while reducing sales cycle time.

This is how you:

  • Find the people, content, and expertise needed to produce results
  • Capture, centralize and share institutional knowledge
  • Engage all employees on a single collaboration platform
  • Foster innovation with the necessary enterprise controls

Fluid Collaboration turns your social network into a sticky solution-generator.

Fluid collaboration takes place through small, spontaneous interactions. That’s why it fosters more personal, sincere engagement. Think of it as the anti-dote to the impersonal internal memo. This is how you transform “generic” into “grassroots”.

This is how you: manage projects, files and people inside and outside of your business, securely.

Create Organic Communities

  • Company & Department Intranets
  • Client Extranets
  • Project Workspaces
  • Partner Portals

Stimulate Authentic Customer Interactions

  • Manage Business Relationships More Effectively
  • Improve Team Communication
  • Increase Accountability
  • Build Customer Loyalty

Collaborate in Teams / Establish an Innovation Hub

  • Encourage Team Communication
  • Get Customers & Business Partners Involved
  • Access Project Information from a Central Location

Reinvent Workflow

  • Improve workflow operations
  • Access Project Information from a Central Location
  • Get geographically-dispersed teams and freelancers to work together on a project or a pitch

Communication Channels


OptifiNow takes email marketing to the next level. Brand compliant messaging enabled at the individual sales rep level allows for targeted, personalized and relevant emails to each customer. We enable organizations to power data-driven campaigns and real-time communications, fueling customer engagement, increasing sales, and improving return on marketing investments.

Direct Mail

OptifiNow is the only true multichannel communication solution today. With its integrated direct mail infrastructure, sales reps can mail targeted, personalized and relevant pieces to individual customers – one at a time!


OptifiNow makes it easy to create, target, send, and track SMS marketing campaigns. The functionality seamlessly integrates with our CRM database to get messages and offers immediately into customers hands.


Publish directly to Facebook and Twitter. Use a single application to create, send, and track email marketing and social media marketing messages. Save time and schedule your social posts for future delivery.


OptifiNow’s print on demand infrastructure empowers the local rep to produce localized, personalized and relevant materials to support individual sales efforts.

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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Did You Know

A recent survey by Robert Half found that 54% of chief information officers say that real-time workplace communication tools will overtake traditional email in popularity in the next five years.

Contact Us

Corporate Headquarters

3020 Old Ranch Pkwy, Suite 300 Seal Beach, CA 90740


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