Sales & Marketing

CRM, pipeline management, and customer engagement tools

Predictiv Sales & Marketing gives your commercial teams a complete view of every customer relationship—from first contact to repeat purchase. Pipeline management, opportunity tracking, and customer 360 views help you close more deals while marketing automation nurtures leads at scale.

Built for businesses where relationships matter, our CRM integrates seamlessly with orders, invoicing, and support—so sales teams see the full picture without switching systems.

Challenges We Solve

Common sales & marketing challenges—and how Predictiv addresses them.

Scattered Customer Data

Challenge

Customer information spread across spreadsheets, emails, and multiple systems.

Solution

Single customer 360 view with complete history—sales, orders, payments, support tickets, and communications.

Pipeline Visibility

Challenge

No clear view of sales pipeline makes forecasting unreliable.

Solution

Visual pipeline management with stage tracking, probability weighting, and accurate forecasting.

Lead Follow-Up

Challenge

Leads fall through the cracks without systematic follow-up.

Solution

Automated lead assignment, follow-up reminders, and activity tracking ensure no opportunity is missed.

Marketing Attribution

Challenge

Can't measure which marketing activities drive actual sales.

Solution

Campaign tracking, lead source attribution, and ROI reporting connect marketing spend to revenue.

Comprehensive Capabilities

Full-featured sales & marketing tools built into the platform.

Customer Relationship Management

  • Customer and prospect database
  • Contact management and hierarchy
  • Customer 360 view (orders, payments, tickets)
  • Activity tracking and history
  • Customer segmentation
  • Communication log

Opportunity Management

  • Visual sales pipeline
  • Stage-based workflows
  • Probability and forecasting
  • Quotation management
  • Win/loss analysis
  • Competitor tracking

Lead Management

  • Lead capture and import
  • Lead scoring and qualification
  • Automatic assignment rules
  • Follow-up task automation
  • Lead source tracking
  • Conversion analytics

Marketing Automation

  • Email campaign management
  • Campaign tracking and attribution
  • Landing page integration
  • Event management
  • Marketing calendar
  • ROI reporting

Sales Tools

  • Quotation and proposal builder
  • Price list management
  • Discount approval workflows
  • Sales territory management
  • Commission calculation
  • Sales target tracking

Analytics & Reporting

  • Pipeline dashboards
  • Sales performance metrics
  • Win rate analysis
  • Customer lifetime value
  • Activity reports
  • Custom report builder

Proven Results

40%
increase in lead conversion rate
25%
improvement in forecast accuracy
30%
reduction in quote-to-order time
2x
increase in sales rep productivity

Why Predictiv for Sales & Marketing

Integrated with Operations

CRM that connects to reality. Quotes convert to orders, orders to deliveries, deliveries to invoices—all in one system with full visibility.

Mobile Sales Force

Sales reps work from anywhere. Mobile app provides full CRM access, customer history, and quote creation—even offline.

Relationship-First Design

Built for markets where relationships drive business. Track personal connections, visit history, and relationship health over time.

the Market in Africa Intelligence

Understand your market with local data. Customer concentration, geographic analysis, and market share tracking.

Case Study

Industrial Equipment Supplier

Challenge

A B2B equipment supplier had customer data in spreadsheets, no pipeline visibility, and sales reps spending more time on admin than selling.

Solution

Implemented Predictiv CRM with mobile access, pipeline management, and integrated quoting.

Results

  • Single customer view with complete history
  • Pipeline visibility improved forecast accuracy by 35%
  • Quote generation time reduced from 2 days to 2 hours
  • Sales rep admin time cut by 50%

Is This Right for You?

Predictiv Sales & Marketing works best for organisations with these characteristics.

Company Profile

  • B2B sales organisations
  • Relationship-driven businesses
  • Multi-channel sales teams
  • Growing customer base
  • Marketing investment

Scale

  • 5+ sales representatives
  • 500+ customers/prospects
  • Structured sales process
  • Marketing activities

Pain Points

  • No single view of customer
  • Unreliable sales forecasts
  • Leads falling through cracks
  • Can't measure marketing ROI
  • Manual quote process

Ready to Improve Your Sales & Marketing?

See how Predictiv can streamline your sales & marketing operations. Book a personalised demo.