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features
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support

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Description

Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.

Description

Transform your PDF purchase orders into sales orders within your ERP system in an instant. This remarkably efficient and scalable automation solution, Lucy, seamlessly processes PDF orders that customers send via email. Operating continuously, emails are monitored, purchase orders are interpreted, and corresponding sales orders are generated in your ERP system, all within moments. Items can be prepared for shipping almost immediately, ensuring a smooth workflow with no errors, downtime, late orders, or extra costs. Whenever a client sends a system-generated purchase order to your inbox, you'll receive an immediate notification. I'll assist you in mapping any essential details from your purchase orders, and this process will only need to be set up once. Sit back and relax as I convert this purchase order, along with all subsequent orders, into an ERP sales order in mere seconds. Experience a reduction in your cost-to-serve and watch as orders move out swiftly. You can even utilize your own test orders to experience Lucy's functionality firsthand. There is no need for access to your data or systems during this process. For the initial 14 days, enjoy unlimited order lines without any charges during the trial period, allowing you to fully explore the capabilities of Lucy. It’s time to streamline your order processing like never before.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
MYOB AccountRight No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Dynamics 365 Finance No 
Microsoft Dynamics GP No 
NetSuite No 
Pipedrive Yes 
Pronto Xi No 
SAP Cloud Platform No 
SaaShop Yes 
Salesforce Yes 
Sympa Yes 
WeStrive Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
MYOB AccountRight Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Dynamics GP Yes 
NetSuite Yes 
Pipedrive No 
Pronto Xi Yes 
SAP Cloud Platform Yes 
SaaShop No 
Salesforce No 
Sympa No 
WeStrive No 

Pricing Details

€149 per month
Billed annually
Free Trial Yes 
Free Version No 

Pricing Details

$850 per month
Free Trial Yes 
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 No 
Windows No 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Dear Lucy

Founded

2014

Country

Finland

Website

www.dearlucy.co/features

Vendor Details

Company Name

Lucy

Founded

2017

Country

Australia

Website

www.letlucy.com

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Product Features

Order Entry

Back Order Management No 
Customer Database No 
Inventory Management No 
Order Fulfillment No 
Order Management No 
Real Time Order Entry No 
Remote Order Entry No 
Shipping Management No 
Warehouse Management No 

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