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Average Ratings 0 Ratings
Description
Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.
Description
Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
Yes
Adobe Marketo Engage
No
HubSpot CRM
No
HubSpot Customer Platform
No
Intercom
No
Mailchimp
No
Pipedrive
No
SAP Cloud Platform
Yes
Salesforce Agentforce Commerce
Yes
Salesforce Agentforce Service
Yes
Integrations
Salesforce
Yes
Adobe Marketo Engage
Yes
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Intercom
Yes
Mailchimp
Yes
Pipedrive
Yes
SAP Cloud Platform
No
Salesforce Agentforce Commerce
No
Salesforce Agentforce Service
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$5 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Customertimes
Country
Ukraine
Website
ctsoftware.net/ct-mobile/
Vendor Details
Company Name
Insycle
Founded
2016
Country
United States
Website
www.insycle.com
Product Features
Audit
Alerts / Notifications
Yes
Audit Planning
No
Compliance Management
No
Dashboard
Yes
Exceptions Management
No
Forms Management
No
Issue Management
No
Mobile Access
Yes
Multi-Year Planning
No
Risk Assessment
No
Workflow Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Mobility
App Management
No
Barcode Scanning
No
Compliance Management
No
Content Management
No
Data Collection
No
Data Management
No
File Management
No
Forms Automation
No
Mobile Messaging
No
Remote Access
No
Remote Systems Monitoring
No
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Retail Management
CRM
Yes
Commission Management
No
Email Marketing
No
Employee Management
No
Loyalty Program
No
Mail Order
No
Merchandise Management
No
Multi-Location
No
Order Management
No
Purchase Order Management
No
Reporting/Analytics
Yes
Returns Management
No
eCommerce
No
Retail POS Systems
Barcode Scanning
No
Commission Management
No
Discount Management
No
Gift Card Management
No
Inventory Management
No
Loyalty Program Support
No
Pricing Management
No
Returns Tracking
No
Sales Tracking
Yes
Touch Screen
No
eCommerce
No
Sales Enablement
Collaboration
No
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
No
Field Sales Management
No
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
Yes
Product Features
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
No
Performance Metrics
No
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No