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Description

CloudLink is designed to assist owners of service-oriented businesses in efficiently managing their daily operations. The challenge lies in meeting the demands of customers seeking your services. You must determine the locations and schedules of your service personnel. Additionally, how can you effectively remind and inform clients about their appointments? It’s essential to identify who will carry out the service and track their whereabouts, especially if delays occur. Once you receive orders, managing them becomes crucial, and implementing automated workflow processes will alleviate the burden of manual order processing. Furthermore, it’s vital to have an organized system for all order-related documentation while simultaneously figuring out how to relay any updates to your field staff. This comprehensive approach not only enhances efficiency but also ensures customer satisfaction remains a top priority.

Description

Enhance your Route Sales, DSD, and Equipment Service Operations by utilizing Prism's comprehensive Route Accounting Software Platform. This all-in-one solution, accessible via desktop, web, and mobile, optimizes your distribution processes, boosting sales and improving efficiency in your daily tasks. The mobile application designed for route sales managers equips them with essential tools that facilitate quicker and more precise sales transactions and deliveries. It features invoicing capabilities that enhance both sales and collections, effectively reducing the risk of accumulating bad debt. Additionally, Prism's mobile pre-order entry feature empowers sales representatives to engage with customers and place orders seamlessly while on the move. Furthermore, Prism's call center solutions aid office sales representatives in amplifying sales, raising product awareness, and delivering exceptional customer service, ultimately fostering long-term client relationships. By integrating these solutions, businesses can achieve remarkable growth and operational excellence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWS Marketplace Yes 
IBM Cloud Direct Link Yes 
VaultCore Yes 
Web Hosting Canada Yes 

Integrations

AWS Marketplace No 
IBM Cloud Direct Link No 
VaultCore No 
Web Hosting Canada No 

Pricing Details

$99 per user per month
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CloudLink

Founded

1999

Country

United States

Website

cloudlinkerp.com

Vendor Details

Company Name

Prism Visual Software

Founded

1993

Country

United States

Website

www.prismvs.com

Product Features

ERP

Accounting Integration No 
Accounting Management No 
CRM No 
Dashboard No 
Distribution Management No 
Enterprise Asset Management No 
Financial Management No 
HR Management No 
Inventory Management No 
Order Management No 
Project Management No 
Purchase Order Management No 
Purchasing No 
Reporting/Analytics No 
Sales Management No 
Supply Chain Management No 
Warehouse Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing No 
Call Center Management No 
Contract Management No 
Customer Database No 
Inventory Control No 
Job Management No 
Job Tracking No 
Mobile Access No 
Routing No 
Scheduling No 
Self Service Portal No 
Service History Tracking No 
Technician Management No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Distribution

Barcoding / RFID No 
Import / Export Management No 
Inventory Management No 
Order Management No 
Purchasing No 
Returns Management No 
Sales Forecasting No 
Shipping Management No 
Warehouse Management No 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Inventory Management

Alerts/Notifications No 
Barcoding / RFID No 
Forecasting No 
Inventory Optimization No 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access No 
Multi-Channel Management No 
Product Identification No 
Reorder Management No 
Reporting/Analytics No 
Retail Inventory Management No 
Supplier Management No 
Warehouse Management No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling No 
Driver Management No 
Emergency Dispatch No 
GPS Tracking No 
Performance Metrics No 
Route Costing No 
Territory Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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