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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

We assist individuals in staying informed and recalling previous knowledge, which enhances their effectiveness in discussions. Sales representatives receive up-to-the-minute tactics and strategies that elevate the quality of their interactions with potential clients. This approach eliminates the inefficiencies caused by the slow transfer of information from senior leadership to actual sales conversations. With prepared questions to initiate discussions, representatives can focus on key points that enhance both relevance and accuracy during detailed exchanges. The Copilot feature enables representatives to discover information they weren't previously aware of needing. When a representative seeks an answer, they often turn to their colleagues, which can divert the team's attention from selling. Our platform serves as a centralized hub for all internal knowledge as well as customer-facing materials and resources. Plus, accessing the most recent documents is just a click away, ensuring they are readily available for sharing. Ultimately, this system streamlines communication and empowers sales teams to operate more efficiently.

Description

SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Exact
Goodcall
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
MINDely
Mailchimp
Microsoft Excel
Microsoft Exchange
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
Project Insight
SAP Cloud Platform
Sage Accounting
Salesforce
Sugar Sell
Supadev
Trucking Hub

Integrations

Exact
Goodcall
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
MINDely
Mailchimp
Microsoft Excel
Microsoft Exchange
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
Project Insight
SAP Cloud Platform
Sage Accounting
Salesforce
Sugar Sell
Supadev
Trucking Hub

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$59 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Copilot

Founded

2021

Country

United States

Website

www.copilotup.com

Vendor Details

Company Name

EASI

Founded

1999

Country

Belgium

Website

easi.net/en

Product Features

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Alternatives

Alternatives

Inzant Sales Reviews

Inzant Sales

Inzant Australia Pty Ltd