C2CRM Sales Force Automation

C2CRM Sales Automation Software

Clear C2’s sales automation tools will help your business become more efficient while increasing sales. Your sales teams will create and share opportunities, close new deals and up-sell into existing accounts. Sales managers can monitor sales forecasts and pipelines in real-time on their CRM dashboards. C2’s sales software will help ramp new salespeople which generates revenue faster. The sales automation solution is an optional ‘add-on’ module to the Core Package.

Sales Automation Key Features

  •   Opportunity Management System with Configurable Sales Process Methodologies
  •   Line-item Quoting System that can be Standalone or Coupled with an Opportunity
  •   Free Form or Integrated Product & Services Catalog
  •   Forecasting System that is User-Friendly Ensuring Compliance
  •   Custom Sales Management Dashboard with Pipeline Charts & Graphs

Opportunity Management

The Opportunity Management system allows you to create and track your customer’s important details. Key data like total revenue, past margins, close probability, and lead source can be customized and analyzed on your dashboard. Users can easily create high-quality pipeline reports in a matter of seconds. Your team will be able to close deals faster by sharing consistent sales information and monitoring the progression of the deal. Also, C2CRM can incorporate popular sales methodologies such as Miller Heiman, Solution Selling and Spin Selling. We also offer the flexibility for you to customize the sales process within the CRM system to your unique business model.


  • Customize to your business processes or use C2’s standard methodologies
  • Track and manage multiple opportunities through real-time reporting

  • View opportunities details (teams, products, geography, etc.) and export into charts and graphs with drill-down options

  • Ensure follow-through with required actions and automatic reminders
  • Create custom opportunity dashboards with real-time information

CRM Quote Management & Proposal System

C2’s CRM quoting tool enables your sales team to quickly generate complex quotes and link to opportunities. Salespeople can create a new quote, copy from an existing one, or import values from an outside system. Multiple versions of a quote can be created and organized for easy coordination of multiple editions. C2’s Products & Services module is an online catalog of your company’s offerings. This catalog handles all pricing, margin management, and maintenance costs. Product and pricing information can be updated automatically when changes occur from your ERP or Accounting System. The product catalog feeds directly into C2’s quote management system.


  • Ensure price accuracy with automated updates through integration
  • Manage multiple quote revisions in one location
  • Create quotes with different versions or multiple quotes that roll-up to the same opportunity
  • Create quote templates, complete with Terms & Conditions, which can be saved as a PDF file and emailed to the customer directly out of the system


C2CRM gives sales representatives and managers the ability to generate accurate forecasts based on real-time, consolidated data. Managers can roll-up forecasts across individuals and teams, and measure forecast accuracy relative to commit amounts. Sales reps can input and track their quotas. C2CRM can integrate to a back office ERP and Accounting systems to retrieve sales data (orders book & shipped). With this import of information, executive reports show the entire forecast accuracy landscape.


  • Comprehensive executive reports using quota, forecast and orders booked
  • Consolidate sales forecasts from individuals, teams or divisions to gain a macro view of how the company is performing relative to quota.
  • Generate more accurate forecasts with user-friendly forecast templates.
  • Real-time pipeline reports presented on your C2CRM dashboard

C2CRM Sales Automation Features & Functionality

Opportunity Management

  • 360 degree view of all customer data related to the opportunity (i.e. quotes, tasks, emails, contacts, or other opportunities)
  • New opportunity records inherit each demographic of the company and contact
  • Opportunities can have multiple owners in addition to the account manager.
  • Use established sales methodologies or create customized sales process 
  • C2’s Workflow tool can automatically assign “close probability” based on the “stage” chosen
  • Automatic notifications to opportunity team when certain conditions occur
  • Opportunity revenue & margin can be standalone or linked to a quote(s)
  • Attach external quotes to the opportunity.


  • Automatically or manually notify others when a quote has been created or modified
  • Issue system-generated quotes numbers or customized per your numbering methodology
  • Multiple versions of the same quote
  • Push CRM quote to your backend Accounting or ERP system through integration
  • Line Item Form with “free form and drop-down field” capability, as well as a built-in capability for a Product and Services Catalog/Warehouse
  • Print CRM quote (with Ts and Cs) utilizing a library of templates based on product/service type
  • Email (within the CRM) quote as a PDF file complete with messaging and attachments capability

Products & Services Catalog/Warehouse

  • Create or import product and services details for real-time information
  • Import product/service data such as product ID, price, cost, etc.
  • Track inventory customer/dealer, quantity allocated, quantity available, quantity back ordered and quantity re-order level fields.
  • Create and configure kits using multiple products and services
  • Catalog data is imported into C2’s quoting system for latest pricing updates


  • Easily create revenue forecasts
  • Tracking reports with sales quotas and booked orders are calculated
  • Product forecasts within products & services catalog

Sales Management Dashboard

  • Sales management dashboard complete with charts, graphs and record logs for leads and opportunities (i.e. opportunities by stage, won/loss revenue by time period, sales activities by performer, leads by account manager, etc.).
  • Customized dashboards with drag & drop capability
  • Charts and graphs with drill down features to expose underlying records


  • Report templates such as weekly update, customer orders, product orders, YTD forecast, closed opportunities, sales pipeline, won/lost graph, close probability funnel, etc.
  • Real-time, customizable reports
  • Schedule reports or download PDF and MS documents such as Excel




Sign Up For C2CRM Free Trial


Clear C2 is excited to offer this 45 day trial so you can take our CRM solution
out for a spin and see for yourself the benefits it can provide for your business.