Contact, Account, and Task Management

To perform at their maximum potential, and help deliver superior experiences, your salespeople need instant access to complete, up-to-date information about your customers. And, because a great salesperson is a busy salesperson, they need workflow tools that remind them of the actions they need to take in the next hour, day or week.

RightNow sales force automation software delivers all of these critical capabilities, so you can achieve your revenue and productivity goals. It also allows you to quickly and easily customize your database, screen layouts and workflow rules based on your organization’s specific needs.

RightNow’s powerful, comprehensive capabilities include:

Instant access to essential information

From details of a recent conversation to birthdays and anniversaries, RightNow's CRM sales force solution ensures that your salespeople can quickly find the information they need to sell effectively and treat customers in an individual manner. When integrated with RightNow’s complete suite or third-party applications.

RightNow sales force automation software even lets salespeople know if the customer has any outstanding services issues or if they’ve just responded to a marketing campaign offer.

Flexible, automated task management

RightNow CRM sales force automation software helps salespeople stay on top of their “to-do lists” by alerting them about upcoming tasks and enabling them to easily re-shuffle their priorities when new opportunities arise. Customizable workflow rules automatically schedule key tasks—such as follow-up phone calls—so that every “t” gets crossed and every “i” gets dotted.

Seamless Outlook integration for optimum ease-of-use

RightNow CRM sales force solution transforms Microsoft Outlook™ into a fully integrated extension of your sales force automation system—so your salespeople don’t have to change the way they communicate with customers, manage their personal calendars, or enter customer data. This integration eliminates learning curves, accelerates time-to-benefit, and boosts end-user acceptance.

Click-not-code™ customization

RightNow sales force automation software makes it easy for you to rapidly customize every aspect of the application—without depending on your IT organization or outside consultants. This ease-of-customization ensures that your sales force automation environment is tightly aligned with your current requirements, while also making it easier to respond to any changes in those requirements in the future.