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features
design
support

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Description

GreatVines is an enterprise-level Sales Execution platform for distributors, beverage suppliers, and promotional agencies. Our suite of mobile tools, powered by Salesforce, helps you manage 3tier account relationships, plan appropriate activities, set smarter goals for growth, monitor trade spend, and monitor marketing programs. GreatVines allows you to adapt your sales strategy to rapidly changing market conditions. It also provides supplies analytics to accurately measure the results you need to collaborate with your channel partners.

Description

Promotional Office enhances the efficiency and organization of your workforce. With intuitive overviews, you gain visibility into your order portfolio, allowing you to maintain control over your business operations. This comprehensive cloud-based ERP and CRM software has been specifically designed for the promotional products sector, serving distributors, suppliers, and manufacturers alike. Its distinctive order planning feature simplifies the management of quotes, orders, purchase orders, invoices, appointments, and payment reminders. The centralized dashboard provides a visual status update for each order, utilizing color coding for easy reference. As a result, you can quickly identify which customers require follow-up, which products need to be ordered today, and which invoices must be processed urgently. This system not only helps ensure that you stay on top of your responsibilities but also significantly reduces the likelihood of errors, ultimately streamlining your business operations for greater success. By leveraging Promotional Office, you can focus more on growth and less on administrative burdens.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

JD Edwards EnterpriseOne Yes 
Microsoft Dynamics 365 Yes 
Microsoft Outlook No 
QuickBooks Enterprise Yes 
SAP Business One Yes 
Salesforce Yes 

Integrations

JD Edwards EnterpriseOne No 
Microsoft Dynamics 365 No 
Microsoft Outlook Yes 
QuickBooks Enterprise No 
SAP Business One No 
Salesforce No 

Pricing Details

$75 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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

GreatVines

Founded

2008

Country

United States

Website

www.greatvines.com

Vendor Details

Company Name

Promidata

Country

Netherlands

Website

www.promidata.com/en/promotional-office-en/

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

CRM

Calendar/Reminder System No 
Call Logging Yes 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning No 
Data Enrichment No 
Data Import/Export Yes 
Data Mining Yes 
Data Verification No 
Email Integration Yes 
Lead Scoring No 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools Yes 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Trade Promotion Management

Analytics / ROI Tracking Yes 
Approval Workflow Yes 
Budgeting & Forecasting Yes 
Claims Management No 
Competitor Analysis No 
Compliance Management Yes 
Customer Management Yes 
Discount Management No 
Pricing Optimization Yes 
Promotion Calendar Yes 
Settlement Management No 
Trade Agreement Management Yes 

Product Features

Trade Promotion Management

Analytics / ROI Tracking No 
Approval Workflow No 
Budgeting & Forecasting No 
Claims Management No 
Competitor Analysis No 
Compliance Management No 
Customer Management No 
Discount Management No 
Pricing Optimization No 
Promotion Calendar No 
Settlement Management No 
Trade Agreement Management No 

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