Intelligent Account Qualification for Creatio
Coming soon

Account-Based selling accelerator with data-driven B2B lead qualification and opportunity management tailored to your needs.

Overview

Product overview

Product description

Unlock the Power of Intelligent Account Qualification (IAQ) with E6 Solutions. Our Creatio Sales platform add-on revolutionizes your marketing and sales processes, honing in on the most profitable prospects. With Intelligent Account Qualification (IAQ) combined with your Ideal Customer Profile (ICP), your teams focus their time and effort on the best, most ideal clients using industry-leading sales processes. Leads are expertly qualified, rated, and managed in a closed loop, ensuring your resources are maximized for success.

Seize opportunities effortlessly with Opportunity Management, ensuring each lead is carefully tracked and managed by your sales group with defined opportunities.

Our E6 Solutions application includes a starter automation for the Intelligent Account Qualification (IAQ) process, built on the proven Account-Based Marketing model, an industry best practice. Rest assured, it's fully customizable to align with your unique targets and procedures, ensuring unmatched effectiveness.

Use cases:

Unleashing Market Potential: Identifying Ideal New Accounts with IAQ
Expand into new markets with precision using IAQ’s advanced lead scoring, which matches prospects to your Ideal Customer Profile and provides tailored strategies and guidance to exceed sales expectations and drive sustained growth.

Maximizing B2B Success: Converting MQLs to SQLs with IAQ
Unlock B2B lead potential with IAQ’s advanced scoring that differentiates MQLs from SQLs and provides tailored strategies to convert leads, driving performance and refining your sales model for a competitive edge

Streamlining Success: Eliminating Unproductive Leads with IAQ
With IAQ’s advanced lead scoring, focus solely on high-potential prospects and boost productivity through expert mentoring, driving superior performance and sustained growth

Boosting Sales Success: Elevating Close Ratios with IAQ
Boost your sales close ratios with IAQ’s advanced lead scoring and tailored mentoring, targeting high-potential leads and refining your sales model for sustained success

Perfecting Sales Performance: Refining Processes and Knowledge with IAQ
Perfecting Sales Performance with IAQ enhances your strategy through detailed lead scoring and continuous mentoring, optimizing processes and driving sustained growth

Unlocking Sales Potential: Leveraging ICP and Team Expertise with IAQ
Unlocking Sales Potential with IAQ combines ICP-aligned lead scoring and expert mentoring to target top prospects and refine your sales model for long-term growth

Cultivating Sales Excellence: Mentoring the Next Generation with IAQ
Cultivating Sales Excellence with IAQ combines intelligent lead-matching and E6 coaching to rapidly elevate new sales professionals and refine your sales model for long-term success

Maximizing Sales Success: Leveraging IAQ's Predictive Probability for New Territory Wins
Maximizing Sales Success with IAQ provides new hires with Predictive Probability scores and expert mentoring to target top leads and drive rapid, impactful results

Key features:

  • Complete Tasks in 3 Clicks: Streamline Efficiency
  • Predictive Probability Score: Assess Lead Purchase Likelihood
  • Account Pre-Qualify: Streamline Lead Scoring with Firmographic KPIs
  • Account Firmographics Tab: Import and Enhance Lead Data
  • Add Multiple Contacts: Enhance Lead Enrichment and Accuracy
  • Dynamic Challenge Tracking: Identify and Address Client Issues
  • Change Primary Contact: Ensure Accurate Account Management
  • Add up to 5 Sales Team Members: Boost Collaboration and Efficiency
  • Assign Stage-Based Lead Tasks: Enhance Team Efficiency
  • Re-assign Stage Tasks in 3 Clicks: Maximize Agility and Efficiency
  • Schedule Follow-up Instantly: Streamline Task Management
  • Scoring: Optimize Lead Management with Key Metrics
  • Prioritize and Rate Accounts: Enhance Lead Management
  • Account Qualify: Refine Ideal Customer Profile Score
  • Identify Qualified Leads: Prioritize Human Interaction
  • Score and Rate Leads: Align with Your Ideal Customer Profile
  • Lead and Opportunity Tasks: Tailored by Your Intelligence and KPIs
  • Unique Results for Each Task: Enhance Lead Tracking
  • Stage History: Track Duration and Ratings
  • Lead Scoring History: Dynamic Updates for Task Management

UI Framework

UI Framework
Classic UI

Type

Type
Application

Price

Price
Paid

Compatible with Creatio

Version
8.0.2 and up