CRM Sales
Drive Smarter Sales with CRM Sales on Appian
CRM Sales, an AppMarket Award-winning solution, helps organizations streamline the entire sales lifecycle, from lead generation to deal closure and beyond. Built on Appian’s low-code platform, it unifies customer data across systems, automates key workflows, and delivers a 360° view of every opportunity. The result? Faster sales cycles, greater transparency, and data-driven decision-making that powers revenue growth and stronger customer relationships.
What's not working
The Business Challenge
No Sales Intelligence
Sales teams often repeat the same mistakes because their CRM lacks embedded intelligence or learning capabilities. Without insights into past deals or behavior patterns, teams miss opportunities to optimize their sales approach and improve outcomes over time.
Lack of Customer 360
Critical customer information is scattered across disconnected systems, making it hard to get a unified view. This lack of a centralized Customer 360 leads to poor decision-making, missed cross-sell/upsell potential, and ultimately, weaker customer relationships and lost revenue.
Manuel Processes
When sales processes rely on manual tasks, bottlenecks and blind spots are inevitable. Teams lose valuable time, and leadership lacks real-time visibility into pipeline health, deal progression, and sales performance metrics.
Inflexible Workflows
Traditional CRMs struggle to adapt to the unique workflows of different industries or business models. Without configurable automation, teams are forced into workarounds that create inefficiencies, errors, and frustration across sales operations.
Poor Task Tracking
Without centralized tracking of activities, tasks, and communications, sales teams often miss follow-ups, drop leads, or fail to meet SLAs. This lack of coordination leads to lost productivity, reduced accountability, and missed revenue opportunities.
Key Features
Unified Customer & Sales Intelligence
Gain a complete, 360-degree view of leads, contacts, accounts, and opportunities, all in one place. Sales teams can access every key data point, past interaction, and business activity across stakeholders. The platform enables note-taking, document management, and digital contract signing directly from the dashboard, empowering more informed and timely engagement.
Opportunity & Quote Management
Track and manage the full opportunity pipeline with visibility into each deal’s progress and details. Leverage built-in intelligence to surface similar past opportunities and apply learnings. Equip your sales teams with competitive insights to tailor strategies based on the strengths and weaknesses of rival offerings.
Task & Workflow Automation
Plan, schedule, and execute tasks with ease through configurable workflows that require no coding. Set due dates, automate reminders, and view all upcoming activities in a unified calendar view, keeping sales efforts on track and aligned with business priorities.
Campaigns Management
Build and execute targeted marketing campaigns with full control, segment contact lists, manage budgets, monitor ROI, and track engagement. All campaign data is integrated into the CRM, ensuring sales and marketing stay aligned and responsive.
Actionable Insights & Real-Time Dashboards
Access live dashboards for a comprehensive overview of business performance and sales activity. Monitor segmented views by geography, revenue, or customer type, and use the unified interface to drive quick, informed actions across the pipeline.
Integrated Communications & Email Management
Connect with customers more effectively by integrating Outlook directly into the CRM. Send and receive emails from the customer dashboard, configure reusable templates, and centralize all interactions in one place for a seamless communication trail.
Fully Configurable to Fit Your Business
Customize every aspect of your CRM, from roles and access to workflows, price books, product catalogs, email templates, and auto-notifications. Xebia’s CRM Sales solution is built to adapt to your business model from day one, ensuring fast deployment and long-term flexibility.
The Business Impact
Shorter Sales Cycle
By streamlining workflows and automating manual tasks, sales teams can move faster from lead to close—reducing delays and accelerating revenue generation.
Smarter Data-Driven Selling
Unified sales intelligence and real-time insights empower teams to make more informed decisions, personalize outreach, and optimize strategies based on historical data and deal outcomes.
Improved Pipeline Visibility
Leaders gain a clear, real-time view of pipeline health, deal progression, and team performance—enabling proactive coaching, forecasting, and decision-making.
Higher Productivity Across Sales Team
Task automation, centralized communications, and customizable workflows eliminate busywork and free up time for high-value selling activities—boosting team efficiency by up to 30%.
Stronger Customer Relationships
Access to a complete customer view helps teams build deeper connections, identify upsell/cross-sell opportunities, and deliver more relevant, timely interactions throughout the sales journey.
Greater Sales & Marketing Alignment
Integrated campaign and contact management ensures marketing efforts feed directly into the sales pipeline, driving higher conversion rates and improved ROI.
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