Sales Automation

Streamlining your sales process

Cube84 can help you automate and streamline your sales process with features such as workflows and approvals, email integration, file sharing and data management.

Salesforce Sales Cloud

Sales Automation Solutions

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Account & Contact Management

Build a 360 degree view of your customers that includes open sales deals, product interest, activity history and customer issues.

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Pipeline Management

Gain complete visibility into your team’s deals with pipeline broken down by sales stage, products, sales territories, time frame to close and more.

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Quote & Proposal Generation

Generate quotes and proposals based on the deal information already in salesforce. Close deals faster with eSignature solutions such as Docusign & EchoSign.

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Sales Forecasting

Setup Salesforce to forecast and track your organization’s performance every quarter. Make informed business decisions through accurate forecasts.

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Configure Price Quote

Configure salesforce to enable Sales reps to group and price products easily by leveraging apps such as Apttus, SteelBrick, CallidusCloud, etc.

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Integrate with Accounting System

Integrate Salesforce with your accounting system to sync customer invoicing details with the original sales deal in Salesforce.

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