Make Every Sales
PathVisible, Controllable, and Capable of growth.
Unify leads, customers, and sales opportunities; drive efficient collaboration between direct sales and channel teams through intelligent insights; and transform the sales process into predictable revenue growth.
Sales Opp · Global Channel Management
Sales Opp · CRM Replacement
Sales Opp· Sales and Service Unification
Sales Opp · Overseas Business Growth
Sales Opp · DMS Dealer Management
Transform Sales Experience into a Replicable Growth Process
From the initial prospect lead to the successful closing of a sales opportunity, this enables sales teams, managers, and partners to collaborate seamlessly—staying aligned on the same customer, the same progress, and the same goal.
Prospect Lead Identification
Centrally receive sales leads from marketing, sales outreach, and channel referrals, and rapidly assess their fit and level of interest.
Advancing Sales Opportunities
Guide the sales process using standard stages, key actions, and decision relationships to minimize subjective judgment.
Solution and Alignment
Integrate products, quotes, partners, and management approvals to ensure rapid solution response and commercial consistency.
Predict and Review
Forecast revenue based on real sales opportunity signals, identify risks, and continuously optimize sales methods.
Transitioning from Contact Follow-up to Key Client Management
Consolidate corporate information, organizational relationships, business opportunities, interaction records, and service delivery into a single customer view, helping teams gain a comprehensive understanding of the customer and identify opportunities for growth.
Identify Customer Decision-making Network
Clearly identify decision-makers, influencers, users, and partners to mitigate the risk associated with relying on a single point of contact.
Discover Deals-making and Expansion Signals
Identify the next best action by integrating interactions, business changes, and historical collaboration.
Link Customer Full Life-cycle Period
Integrate sales, orders, service, and revenue to continuously drive customer value.
Key Accounts Management View
Northstar Energy · 实时客户健康度
Solar energy storage · Global business · 8 related entities
A Set of Sales Capabilities Geared towards B2B Revenue Growth
It goes beyond merely recording sales results to provide ongoing guidance on whom to follow up with, what actions to take, and how to improve win rates.
Prospect Lead Management
Standardize the receipt, cleansing, scoring, assignment, and nurturing status of potential customer leads to ensure timely responses to high-value inquiries.
- Multi-souce Prospect Lead Gathering
- Intelligent Scoring and Automatical Allocation
Sales Opportunity Management
Manage sales stages, deal values, products, competition, and next steps, all aligned with the customer's buying process.
- Standardize Sales Path
- Phased Access and Risk Warnings
AI Sales Assistance
Automatically summarize customer context, identify key signals, and generate follow-up recommendations and meeting preparation materials.
- Customer and Opportunity Summary
- Next Best Action
Key Account Management
Facilitate long-term collaboration with complex, major clients through client segmentation, relationship mapping, and business planning.
- KA Customer Plan
- Organization and Influence Map
Channel Sales Alignment
Unified partner access, reporting, sales opportunity collaboration, goals and performance, reducing channel conflicts.
- Partner and Dealer Management
- Reporting and joint sales
Forecasting and Sales Analysis
Connect Pipeline, personnel goals, and historical performance to form a credible multi-level revenue forecast.
- Rolling Sales Forecast
- Winning Rate and Sales Cycle Analysis
A Platform that Supports both Direct Sales and Channel Growth Engines
Unify customer ownership, sales rules, and data standards, while retaining the processes and permissions required for different business models.
Direct Sales Team
Assist industry sales, key account managers, and sales managers in improving customer coverage, process quality, and forecasting accuracy.
Channels and Partners
Assist distribution partners, implementation partners, and alliance partners in clear collaboration, jointly expanding the market and protecting cooperative rights and interests.
Enable the Team Not only Manage Sales, But Also Continuously Improve their Ability to Win Orders
Schedule a Leanx Sales product demonstration and plan a replicable sales growth system based on your direct sales, channel, and international business scenarios.
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