Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
BoltWise is an innovative platform that utilizes AI to enhance quoting and automate workflows tailored for industrial distributors and fastener sellers, aiming to simplify the more labor-intensive elements of sales, sourcing, and catalog management. By speeding up the quoting process, it provides quicker responses through advanced part matching capabilities that can decipher messy RFQs, typos, and abbreviations while seamlessly aligning customer and supplier part numbers with your own, thus reducing the need for tedious manual searches. Furthermore, BoltWise improves catalog management by transforming inconsistent part descriptions into easily searchable attributes and identifying duplicates, allowing teams to spend less time trying to remember part numbers. The platform also takes care of repetitive tasks, such as processing customer POs and creating purchase orders, thereby allowing employees to dedicate more time to enhancing customer service and engaging in strategic initiatives. In addition, it features a comprehensive supplier library that enables rapid identification of vendors for hard-to-source parts, alongside quoting analytics that provide valuable insights into trends related to parts, successful customer acquisitions, productivity metrics, and areas that may require attention within operations. This holistic approach not only increases efficiency but also empowers teams to make informed decisions based on data-driven insights.
Description
WizSame identifies matching or nearly identical records that may be duplicates within a single dataset or across two different datasets. This tool can effectively pinpoint duplicate records, helping to expose inaccuracies and fraudulent activities, including instances like duplicate invoices for one purchase, repeated payments, and matching entries for customers, employees, vendors, and stock items. Additionally, WizSame can highlight whether an employee also exists as a vendor by cross-referencing the employee list with the vendor list. CRM administrators utilize WizSame to detect existing clients in a new pool of potential customers by revealing any records in the new dataset that closely match those in the current database. Users can specify the criteria for matching by determining whether each field should be treated as identical, similar, or ignored altogether. Furthermore, multiple conditions can be established and connected through logical operators such as and or or, allowing for a more tailored and precise matching process. This flexibility enables users to refine their search and improve the accuracy of their data analysis efforts significantly.
API Access
Has API
No
API Access
Has API
No
Integrations
Epicor Prophet 21
No
INxSQL
No
The Business Edge
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoltWise
Founded
2023
Country
United States
Website
getboltwise.com
Vendor Details
Company Name
WizSoft
Founded
1983
Country
Israel
Website
www.wizsoft.com
Product Features
Quoting
Automated Quoting
No
Catalog Management
No
Client Portal
No
Contact Management
No
Customer Accounts
No
Customizable Branding
No
Discount Management
No
Forms Creation
No
Pricing Management
No
Product Configurator
No
Proposal Management
No
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No