With Built-in Web Interactions

A Sitecore CRM? That is not a typo. Sitecore^® is no longer just for marketers! We're using our significant CRM experience to implement 3Yays, a CRM built entirely in Sitecore.

Overview

3Yays combine the best sales and marketing practices into a simple yet powerful relationship management platform. 3Yays embodies proven techniques to increase profitability:

• Leverage web analytics as a rich source of prospect intelligence
• Use the website to augment live sales conversations
• Monitor website activity to identify when a contact has renewed interest
• Enable the sales team to personalize a contact's web experience
• CRM features to capture contact information and keep them engaged
  • Store information, notes and interaction history in a searchable database
  • Fields to identify, score, and move leads through the sales pipeline
  • Integrate with email systems and enable internal cross-collaboration via a centralized hub 
  • Collect, upload, store, and share key documents
  • Capture successful proposals and reuse them to win future deals
  • View the sales pipeline, rep performance, and other reports
  • Automate repeating tasks with workflows that trigger actions or follow-up reminders

The Value

3Yays offers big savings by running the CMS and CRM on the same digital platform. This eliminates the need to support disparate technologies with different vendors, teams and integration technologies. 3Yays creates a single source of truth so you can say goodbye to dodgy data.   

3Yays rewards businesses with impossible features:

• Unrivaled prospect intelligence driven by Sitecore analytics
• Advanced sales call support with live session page control and document exchange
• Brainstorm ideas and proposals between team members
• Track proposals that result in deals
• Capture and leverage deal dynamics
• Re-use successful proposals
• Extend 3Yays with Sitecore applications like Sitecore Email Experience Manager^® or Experience Commerce^®

Using Sitecore forms in conjunction with browsing analytics, 3Yays provides incredible intelligence to the sales team when processing leads.

Conclusion

3Yays is a yardstick that introduces concepts and technologies never seen in the CRM space. 3Yays is highly advantaged by having unconstrained access to Sitecore pages, analytics, personalization, and forms.

With 3Yays you have a one-stop-shop for CRM, CMS, sales, and web portals, all running on the same platform. The existing features can be easily enriched or extended by your existing Sitecore development team or using Sitecore's out-of-the-box modules.

If you want to learn more about 3Yays please contact us for more information.