Sales and Marketing

Sales pipeline management involves generating interest (marketing) and then effectively dealing with sales leads, and converting these into orders. This process is often incorporated into the broader subject of "CRM" (Customer Relationship Management). 

There are a number of stand-alone products that deal with CRM and Sales, however the distinct advantage of doing this inside ActionStep is that you have a seamless flow of information from marketing and sales through to production, accounting and repeat sales, which provides a comprehensive CRM capability.