Give Your Team the Tools and Streamlined Workflows They Need to Drive Revenue.

  • Leverage automation to schedule meetings, qualify leads, and ensure perfect, personalized follow-up.

  • Utilize rules-based or AI-based lead scoring to focus on the deals that will drive the most revenue.

  • Accurately forecast revenues and track team member performance towards goals and quotas.

How Sales Teams Use Kizen

A platform that works the way you do.

Enjoy a sales CRM that actually saves time and speeds up your sales process. Utilize Kizen each day and enjoy a single, unified, and intuitive interface where the tedious tasks are automated.

A full schedule, each and every day.

Leverage Kizen’s intelligent automations to help you manage your day. Has it been 5 days since you reached out to a hot lead? Let Kizen schedule that outbound call for you and notify you automatically. Forget to log your meeting from earlier in the day? Kizen will keep you on the ball and remind you.

Accurately forecast revenues.

Leverage strong sales reporting and forecasting tools to help your team work smarter. Kizen’s reports and dashboard illuminate how active your team is, how likely your team is to meet their goals, how well your reps are meeting those goals, and what you can do as a sales manager to drive more success.

Focus only on the hottest leads.

Get notified when prospects are ready to buy. Use Kizen’s robust interaction tracking on websites and emails to automatically notify salespeople when their clients are engaging. The system will track and score buyer intent and alert your salespeople if it’s time to close the deal.

Know the status of every deal.

Since your reps can easily manage and maintain every deal with fully-automated deal pipelines, you can trust what you see. View the pipeline for your entire team, a single rep, an account or group of accounts, or even drill down into each deal individually to see every detail needed. Understand how you are losing deals, which competitors you are losing deals to, and how pipelines are trending overall.

Access comprehensive activity reporting.

Leverage real-time activity reporting to ensure that your reps are sticking to the best practices and SOPs defined by you and your company. Kizen will offer you easily accessible activity reports to ensure you know exactly what’s happening and when.

Collaborate on your pipeline in real-time.

It’s important to have access to your pipeline from anywhere. Collaborate with your opportunity teams in-app or through any channel. Crush your goals from your iPad or even your mobile phone. Integrate all your collaboration apps, including Zoom and Slack to ensure you are able to meet or collaborate with team members or opportunities in an efficient and effective manner.

Route leads intelligently.

Ensure the right specialists are handling the right opportunities with intelligent lead routing. Leads and prospects from online and offline sources can be intelligently qualified, assigned, and scheduled by Kizen automations. Ensure your reps walk in each day with new, qualified, and specialized opportunities on their calendar, ready-to-go.

Track the impact of every team member.

An active sales rep is a productive sales rep. Kizen automatically generates dashlets and reports on any individual or team for any specific time range and for any group of contacts or customers. This means you can stop manually building your own activity reports.

Save time with smart automations.

Take your communication to the next level with Kizen’s powerful and personalized email and text capabilities. Utilize Kizen to personalize and deliver your post-meeting, rescheduling, or even cold-calling follow-ups. Trigger personalized content sequences with one-click to help you close deals 24/7.

Streamline and sell more.

Stop wasting hours each week manually generating proposals, contracts, and hand-off reports. Kizen’s intelligent data platform will take all of your opportunity data and automatically generate, manage, and deliver these assets with the click of a button.

Customizable to your exact needs.

Offer your reps a customized, flexible, and revenue-generating system, deployable in less than 2 weeks. With Kizen, avoid wasting hours of your reps’ time manually generating proposals, contracts, and hand-off reports by building one-click automated integrations and workflows.

Turn your team into a world-class selling machine.

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