XM for B2B Sales

Capture, convert and close deals faster

A structured approach to manage your sales, close deals more efficiently, improve customer relationships, and achieve revenue goals.

Capture more leads

Broaden your reach and attract a wider range of potential customers by creating dynamic forms and distributing them across diverse communication channels, including

  1. Social media platforms
  2. Email campaigns
  3. Web messengers
All through our integrated omnichannel messenger ensuring a cohesive and effective outreach strategy.

Lead management

Provides complete visibility, enabling you to seamlessly strategize, monitor, and assess your sales procedure without significant effort.

  1. Arrange and monitor leads using pipeline stages that you can personalize to match your sales cycle.
  2. Capture relevant details about each lead to get a real-time view into where each deal stands.
  3. Prioritize leads with your teams
  4. Distribute based on criteria you set to manage deals efficiently.

Customer database

Instead of struggling to locate phone numbers, email addresses, mailing addresses, or previous interactions, streamline your contact management through a centralized platform.

  1. Gain a comprehensive 360° perspective of your customers.
  2. Provides your team with deep insights, such as a contact's prior interactions and their past communication record with your company.
  3. Update contact records automatically.
  4. Add new contacts using a prospect’s corporate email address, or pull them straight from your inbox or form submissions.

Campaign management

Access all the necessary tools for running successful campaigns conveniently within XM for B2B Sales. Review, oversee, and act on campaign priorities directly within the platform.

  1. Pull customer data from tracked data feature to create targeted and personalized campaigns.
  2. Monitor the performance of individual campaigns and track comprehensive statistics.
  3. Create email templates and use it for your campaigns for time efficiency and consistency.
  4. Empower all teams to utilize real-time performance insights for measuring, refining, and enhancing campaigns.

Close deals faster

Access all the necessary tools for running successful campaigns conveniently within XM for B2B Sales. Review, oversee, and act on campaign priorities directly within the platform.

  1. Scheduling automated sales emails and follow-up tasks for each potential client enables consistent engagement.
  2. Additionally, automate lead assignments to the appropriate reps and monitor key actions like email opens and more.
  3. Prevent your sales emails from lacking a personal touch. Personalize your messages and establish meaningful human connections with potential clients.

What our customers say about us

Discover how erxes helped others optimize their businesses

  • What is XM (Experience Management) for B2B Sales?expand_more
    XM for B2B Sales is a comprehensive bundle equipped with all essential features and plugins, designed to streamline your entire sales cycle. From initial prospecting to final deal closure, you can confidently rely on erxes' XM for B2B Sales. With this solution, you can effortlessly generate leads, initiate contact with prospects, nurture leads, deliver presentations, negotiate terms, and successfully close deals – all within the XM for B2B Sales.
  • How to capture more leads with XM for B2B Sales?expand_more
    With the Pop-Ups & Forms plugins, you have the flexibility to design forms that align seamlessly with your brand identity and distribute them through our omnichannel messenger. Every individual who completes these forms is automatically logged into your Contacts plugin. What's more, any prospects who engage with you, whether through web messenger or other communication channels, are also automatically recorded in your Contacts plugin, ensuring a database for your leads.
  • Will erxes help me and my team get started with the software?expand_more
    Absolutely! When you embark on your XM for B2B Sales journey, you'll experience a comprehensive onboarding process that will smoothly guide you through the initial setup and profile creation. Additionally, in our \$49/month plan, we offer a one-time Onboarding Foundations service, where we can assist you in setting up each plugin and help you get the most out of XM for B2B Sales. For those exploring our free plan, you can also explore our Support Service or Onboarding Foundations Service separately. Find more details at
  • How much does erxes’ XM for B2B Sales cost?expand_more
    You can begin your journey with XM for B2B Sales at no cost. For those seeking enhanced capabilities to optimize their sales cycle and close deals faster, we offer a \$49/month plan with expanded plugin limits. Moreover, as your business grows, you have the option to selectively upgrade specific plugin limits, ensuring a tailored solution that aligns with your evolving requirements. Check out at our marketplace

Grow your business better and faster.

All-in-one platform for the complete experience management lifecycle.

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