Lead Management
Used by salespeople and sales development representatives.
Covers the lead from first contact through qualification, including the handoff point at which a qualified lead becomes an opportunity.
OUT-OF-THE-BOX APPS
Sales Operations & CRM Apps
Four prebuilt applications for teams running pipeline inside Optymyze rather than syncing it in from an external CRM: leads through qualification, opportunities through close, the account and contact records beneath them, and the activity layer that ties them together.
On this page
These apps exist for a specific situation rather than as a CRM replacement. Where an organization already runs Salesforce or HubSpot, Optymyze connects to it natively and these applications are unnecessary. Where pipeline data is thin, scattered or held in spreadsheets, running it here means the crediting engine reads the same record the salesperson updated.
Lead Management & Qualification
Opportunity Management
Opportunity Management
Used by salespeople and their managers.
Runs the opportunity from identification through closure, holding the stage, value and close-date data that downstream compensation calculations read.
Crediting reads the same record the salesperson updated, so there is no reconciliation step between the CRM and the compensation system, and no window in which the two disagree about what closed.
Account, Contact & Activity Records
Account and Contact Management
Used by salespeople and sales operations.
Holds accounts, the contacts attached to them, and the activity history against each.
Activity Management
Used by salespeople and their managers.
Manages activity across leads, contacts, accounts and opportunities.
This is the layer that makes activity-based plan components possible. A plan that pays on calls, meetings or coverage needs an activity record the calculation can read, not a CRM report someone exports monthly.
Beyond the Gallery
Optymyze connects to the systems that already hold your pipeline data. Native connectors cover Salesforce, HubSpot, Marketo, Workday, Stripe, Chargebee and a range of databases and object stores, with REST APIs for real-time exchange and iPaaS integration for any system without a native connector. The four applications above are for organizations that do not have that system in place.
Optymyze also supports sales operations processes that no gallery application covers, such as territory request workflows, account transfer approvals and coverage exception handling. These tend to be the processes that sit between sales and compensation, where a CRM stops and compensation has not yet begun.
For capability detail on data and integration, see data and integration in the knowledge base.
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