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features
design
support

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Description

You can forget about large documents and buried content. Your team will have the best knowledge at the right time, without having to dig. Kiite's AI-enriched playbooks™, which combine your most favorite resources and hacks with the best company content, create a personalized hub that moves just as fast as your team. Let go of the unnecessary fluff and get to the essential micro-content that your team needs. You don't need to remember where the presentation or PDF is stored. To quickly find what you are looking for, search globally across popular repositories such as Google Drive, Salesforce and Microsoft OneDrive. Start creating your workspace and unlocking the best knowledge in your team. ClozeLoop's PlaybooksTM for Account Executives will help you elevate your selling skills. Playbooks™, the career advancement playbook for tech sales professionals Uvaro, can help you advance your sales career.

Description

Monitoring field activities and tracking sales are crucial for businesses of all sizes, from small enterprises to large corporations. An effective system can significantly simplify processes for both management and staff. Accelerating the order booking and processing phases allows companies to concentrate on genuine and precise sales figures. The concept of Real Time Business Intelligence is invaluable, as it envisions a tool that could enhance a company's efficiency by boosting sales performance, expanding knowledge, and increasing market visibility. Ultimately, having the right system in place not only streamlines operations but also empowers businesses to thrive in competitive landscapes. This highlights the importance of adopting innovative solutions to stay ahead.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Vidyard Yes 

Integrations

Vidyard No 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
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 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 Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Kiite

Founded

2017

Country

Canada

Website

kiite.ai

Vendor Details

Company Name

OptCRM

Founded

2010

Website

www.optcrm.com

Product Features

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Product Features

CRM

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

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