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Average Ratings 29 Ratings
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Description
Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.
Description
The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors.
This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module.
With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales.
The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways.
Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Box
No
Dropbox
No
FORM OpX
Yes
MYOB
No
Microsoft Azure
Yes
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
No
Microsoft Teams
Yes
NetSuite
No
Oracle CRM On Demand
No
Integrations
Box
Yes
Dropbox
Yes
FORM OpX
No
MYOB
Yes
Microsoft Azure
No
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Teams
No
NetSuite
Yes
Oracle CRM On Demand
Yes
Pricing Details
$25 per user per month
Free Trial
No
Free Version
No
Pricing Details
Custom pricing
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
FORM.com
Founded
2002
Country
United States
Website
www.form.com/products/field-sales-management-app/
Vendor Details
Company Name
Advantive
Founded
2022
Country
United States
Website
www.pepperi.com
Product Features
Data Entry
Abbreviation Detection
No
Data Capture and Transfer
Yes
Data Cleansing
No
Data Entry Verification
No
Data Search Flexibility
No
Duplicate Detection
No
Flexible Search
No
Image Entry
Yes
Library Conversion
No
Mis-Keyed Variation Detection
No
Phonetic Variation Detection
No
Field Sales
Activity Tracking
No
CRM
No
Channel Management
No
Collaboration Tools
No
Controlled Access
No
Dashboard Management
No
Expense Management
No
Fast Estimates
No
Inventory Management
No
Invoices
No
Lead / Opportunity Management
No
Online Payments
No
Order Management
No
Quoting
No
Reporting / Analytics
No
Route Optimization
No
Territory Management
No
Time Tracker
No
Visit Scheduling
No
Workflow Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
No
Time Clock
Yes
Work Order Management
No
Retail Execution
AI / Image Recognition
No
Collaboration Tools
No
Data Collection
No
Inspection
No
Pricing / Placement Optimization
No
Product Education
No
Product Promotion Strategy
No
Retail Site Audit
No
Workforce Management
No
Retail Management
CRM
Yes
Commission Management
Yes
Email Marketing
Yes
Employee Management
Yes
Loyalty Program
Yes
Mail Order
Yes
Merchandise Management
Yes
Multi-Location
Yes
Order Management
Yes
Purchase Order Management
Yes
Reporting/Analytics
Yes
Returns Management
No
eCommerce
No
Survey
Custom Survey URLs
No
Data Analysis Tools
Yes
Email Marketing
Yes
Mobile Survey
Yes
Offline Response Collection
Yes
Paper Survey
No
Question Branching
Yes
Question Library
No
Site Intercept Survey
No
Skip Logic
Yes
Supports Audio / Images / Video
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
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
eCommerce
CRM
Yes
Catalog Management
Yes
Channel Management
Yes
Customer Accounts
Yes
Data Security
Yes
Email Marketing
Yes
Inventory Management
Yes
Kitting
Yes
Loyalty Program
Yes
Mobile Access
Yes
Multi-Store Management
Yes
Order Management
Yes
Product Configurator
Yes
Promotions Management
Yes
Returns Management
Yes
Reviews Management
Yes
SEO Management
No
Shopping Cart
Yes
Templates
Yes
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
Yes
Collaboration Tools
No
Controlled Access
No
Dashboard Management
Yes
Expense Management
No
Fast Estimates
No
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
No
Online Payments
Yes
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
No
Visit Scheduling
Yes
Workflow Management
Yes
Multi-Channel eCommerce
Catalog Management
Yes
Channel Management
No
Data Synchronization
Yes
Email Marketing
No
Inventory Management
Yes
Marketplace Integration
No
Mobile Commerce
No
Order Management
Yes
Promotions Management
Yes
Returns Management
Yes
SEO Management
No
Shopping Cart
No
Social Commerce
No
Order Entry
Back Order Management
Yes
Customer Database
Yes
Inventory Management
Yes
Order Fulfillment
Yes
Order Management
Yes
Real Time Order Entry
Yes
Remote Order Entry
Yes
Shipping Management
Yes
Warehouse Management
No
Order Management
Back Order Management
Yes
Catalog Management
Yes
Inventory Management
Yes
Order Entry
Yes
Order Fulfillment
Yes
Order Tracking
Yes
Recurring Orders
Yes
Returns Management
Yes
Shipping Management
Yes
Special Order Management
No
Retail Execution
AI / Image Recognition
No
Collaboration Tools
Yes
Data Collection
Yes
Inspection
No
Pricing / Placement Optimization
Yes
Product Education
Yes
Product Promotion Strategy
Yes
Retail Site Audit
Yes
Workforce Management
Yes
Sales Force Automation
Call Management
No
Campaign Management
Yes
Channel Management
Yes
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
