By Role

Sales Manager

Full visibility across the sales org and every deal

Sales Managers run the direct sales motion with full read/write across accounts, contacts, and deals — plus team-wide forecasting and reporting.

Pipeline oversight

See every account, contact, and deal across the workspace.

Weighted and committed forecasts by rep, team, and region.

Comment on deals, request next steps, and track stuck opportunities.

Set and monitor quotas and activity targets by rep.

Ask questions in plain English and get charts, tables, and narrative.

Standardize the views your team reviews in 1:1s and forecast calls.

Surface the right collateral to reps at the right deal stage.

Run the workspace and configure the platform end-to-end

Run your partner book of business in one place

A fast CRM that gets out of your way and helps you close

Run your partner org inside the vendor's portal

Sell more of the vendor's product with the right tools

Operate VantiveOS across every tenant