Name: iSEEit
Author: iSEEit

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The iSEEit Opportunity Management Tool is positioned as a solution that aims to assist sales teams in effectively qualifying deals, increasing sales process adoption, and ultimately closing more deals. According to the vendor, this tool is designed to cater to small, medium, and large enterprises across various industries, including technology and manufacturing companies. It is intended for use by sales representatives, sales managers, executive management, sales operations, and sales enablement professionals.

## Key Features

**Sales Process Visualized**: According to the vendor, the tool provides a visual representation of the sales process, allowing sales teams to track progress, identify gaps, and follow a structured approach for closing deals.

**Visual Reporting**: The vendor claims that the tool offers insightful reporting out-of-the-box, enabling sales teams to track progress, identify gaps, and make accurate predictions about deal outcomes for evidence-based forecasting.

**Relationship Mapping**: The tool is said to visualize the buying circle, allowing sales teams to understand key stakeholders' roles and motivations. This, according to the vendor, ensures that sales teams engage with the right decision-makers, navigate complex buying processes, and increase deal closure rates.

**Org Chart**: The tool provides an org chart feature, enabling sales teams to visualize the organizational structure of prospects. According to the vendor, this helps identify key decision-makers and influencers, as well as gain insights into power dynamics and relationships within the prospect's organization.

**Sales Playbook included**: The vendor claims that the tool offers a built-in sales playbook with tutorials based on best practices. It is said to provide adaptable MEDDIC content and a proven sales methodology, aiming to enhance sales skills and improve overall effectiveness in closing deals.

**Opportunity Qualification Process**: According to the vendor, the tool seamlessly integrates the sales process and methodology directly into Salesforce Opportunities. It provides customizable qualifiers, milestones, and checklists to ensure sales teams stay on track with every deal.

**Mutual Close Plan**: The vendor states that the tool includes a mutual close plan feature, allowing sales teams to keep track of all to-dos in one place. It provides an intuitive and organized way to plan activities needed to successfully close deals, with the ability to easily share close plans with team members and prospects for alignment.

**Ask the Right Questions**: The tool offers a structured qualification process, enabling sales teams to ask relevant questions while qualifying leads. According to the vendor, the Lead Qualification Score provides clarity on the lead's standing, reducing guesswork. Qualified leads can be seamlessly passed on to the sales team within Salesforce.

**Intuitive User Interface**: The vendor claims that the tool features an intuitive and user-friendly interface, aiming to enhance user experience and make it easier for sales teams to navigate and utilize the tool's features effectively.

**Customizable to Fit Your Sales Process**: According to the vendor, the iSEEit Opportunity Management Tool can be configured to reflect any sales process. This allows organizations to tailor the tool to meet their specific needs and requirements, accommodating their unique sales approach.

iSEEit is an exceptional sales enablement solution that provides a structured method for updating and tracking the status of opportunities throughout the buyer's journey. This helps sales reps focus on their activities and close deals faster, while ensuring pipeline forecasting is accurate. Users have found that the MEDDIC score in iSEEit can identify areas that need more activity, thus improving their forecasting ability.

One key benefit of iSEEit is the dashboard function, which provides users with a daily and weekly task overview, making it easy to monitor the sales process from start to finish. Additionally, users have praised iSEEit for its collaboration capabilities, making it simple for sales teams to stay up-to-date on tasks and timelines. Overall, iSEEit has proven to be an invaluable tool for productivity, effectiveness, and value selling. It cuts down 70% of CRM admin effort for sales reps by providing a mobile-friendly and consistent way to self-qualify deals worth several hundred thousand dollars with long sales cycles. While some aspects may require some getting used to, once thoroughly understood, it can provide powerful results that make it a solid recommendation for anyone in B2B sales settings.

iSEEit is a customer relationship management (CRM) software focused on sales management.

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iSEEit

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

iSEEit on Salesforce New Product Demo Video (Social Media)

ISeeIt.ca Demo Reel

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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iSEEit

Overview

What is iSEEit?