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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Sales representatives working in fast-paced environments need user-friendly and easily accessible tools for selling, featuring rapid order input and precise reporting capabilities. Customizable catalogs facilitate online presentations, enabling collaboration between reps and customers by allowing them to rate products and take meeting notes while jointly constructing orders. Users can place immediate orders based on real-time inventory or create preseason orders, with the added option of incorporating previous season sales data to encourage year-over-year growth. Sales dashboards provide insights into two previous time frames to allow for comparative analysis of sales performance by territory and leading products. Initial training sessions are offered to sales representatives during the first rollout of B2B services, with additional refresher courses available throughout the year to ensure ongoing development. Users can efficiently monitor order statuses and access invoices directly through the portal, eliminating the need to reach out to Customer Service. Furthermore, the platform grants direct access to marketing launch assets, social media visuals, and promotional materials for products, which can be easily downloaded from the B2B system, enhancing the overall sales experience. This integration of tools not only streamlines the sales process but also fosters stronger relationships between sales teams and their clients.

Description

Experience a comprehensive CRM platform that consolidates all the essential tools for effectively managing your business. This includes features for handling Contacts, Sales Agents, Opportunities, Tasks, Orders, Territory Management, and Advanced Reporting, among others. Whether you're at the office or on the move, you can oversee your operations seamlessly from a single location. Statistics indicate that the average business dedicates 68 hours each month to administrative duties; don’t let your organization be one of them. Integrate with Profi WebForm for streamlined contact submissions, Google for login and calendar synchronization, Whosms for SMS communication, Mailchimp for your email marketing needs, and Jabber for VOIP services. By assigning territories and product lines to various agents and companies, you can enhance the organization of your sales activities. Structuring your business according to regions and product categories can provide valuable insights. Who secured the most deals this month? Which products are the top sellers? Who are their buyers? With robust reporting capabilities, you will gain a clear perspective on how to elevate your sales strategies. Make informed decisions grounded in data, eliminating uncertainty from your business processes. In a competitive landscape, leveraging such insights can be a game-changer for your operational success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Avalara Yes 
BlueCherry Yes 
Booked it Yes 
Components Engine Yes 
Cybersource Yes 
Delivr Yes 
Flit2GO Yes 
MRP Prelytix® Yes 
Magento Yes 
Microsoft Dynamics 365 Yes 
Oracle SOA Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SPS Commerce Yes 
Sage 100 Yes 
Salsify Yes 
Stripe Yes 
WhatsWaves Yes 
Yomdel Yes 

Integrations

Avalara No 
BlueCherry No 
Booked it No 
Components Engine No 
Cybersource No 
Delivr No 
Flit2GO No 
MRP Prelytix® No 
Magento No 
Microsoft Dynamics 365 No 
Oracle SOA No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SPS Commerce No 
Sage 100 No 
Salsify No 
Stripe No 
WhatsWaves No 
Yomdel No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$15 per month
Free Trial No 
Free Version Yes 

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

HubSoft

Website

www.hubsoft.com

Vendor Details

Company Name

ProfiCRM

Founded

2015

Country

Romania

Website

www.proficrm.com

Product Features

Product Features

CRM

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

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