Efalia Tracking
Sales support software

Your marketing and sales teams can analyse recipient interest, take advantage of reminder alerts and automated actions. You can easily manage sales performance. Connected to your CRM, the data is updated automatically.

Share your documents
Digitize all your documents, whatever their format. You can build your personalized projects easily, and share these documents with your recipients in the 100% secure document space, so you can work together seamlessly.

Improve and accelerate exchanges with your recipients.

Analyse the reading behaviour of your documents
Efalia Tracking shows you signals of interest and qualifies your prospects so that you can detect business opportunities.

The statistics enable your marketing and sales teams to improve content and provide your prospects/customers with the right information at the right time.

Trigger the right actions at the right time
Improve the conversion rate of your opportunities by triggering the right actions at the right time. With alerts, reminders and automatic actions, you can track sales easily and communicate with your customers/prospects at the right time.

Easy management and monitoring
Thanks to dashboards, you can easily monitor the performance of your services. Customer account data and prospect data are automatically updated in your various CRM tools, business software, etc. Efalia Tracking is integrated with SalesForce.

Finalise and sign your sales proposals and contracts electronically
Enable e-signature on your sales documents and shorten your sales cycles. In just a few minutes and remotely, allow your customers/prospects to complete your contracts and sign them electronically.

Automate your quote-to-sign process and bring your sales and finance departments closer together.