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Description

Moxtra's Client Interaction Platform was developed in partnership with some of the most prestigious financial institutions around the world. These institutions use the platform to power their digital businesses. The platform is subject to strict compliance, security and auditability. Moxtra allows seamless extension of business processes. The solution can be deployed in a private cloud, shared multitenant cloud, or on premise. This will increase security. Moxtra's interactions are recorded and self-documented. Moxtra keeps track of every interaction and records the time, location, device, as well as the time. Moxtra was designed to meet the stringent security needs of regulated industries. It uses encryption and has the ability to support each business's best practices.

Description

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Bitbucket Yes 
DEAR Inventory No 
Google Drive Yes 
MYOB No 
Mailchimp Yes 
Microsoft Dynamics 365 No 
NetSuite No 
Okta Yes 
PagerDuty Yes 
PayPal Yes 
SAGE No 
SAP ERP No 
Salesforce No 
Stackreaction Yes 
Stripe Yes 
Tableau No 
Trello Yes 
Wufoo Yes 
Zapier Yes 
Zendesk Yes 

Integrations

Bitbucket No 
DEAR Inventory Yes 
Google Drive No 
MYOB Yes 
Mailchimp No 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
Okta No 
PagerDuty No 
PayPal No 
SAGE Yes 
SAP ERP Yes 
Salesforce Yes 
Stackreaction No 
Stripe No 
Tableau Yes 
Trello No 
Wufoo No 
Zapier No 
Zendesk No 

Pricing Details

$120 per month
+ $300 one-time setup fee
Free Trial No 
Free Version No 

Pricing Details

Monthly Subscription - Pricing varies
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App Yes 
Android App Yes 
Windows Yes 
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 No 

Types of Training

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

Vendor Details

Company Name

Moxtra

Founded

2012

Country

United States

Website

moxtra.com

Vendor Details

Company Name

Perenso

Founded

1994

Country

Australia

Website

www.perenso.com

Product Features

Collaboration

Brainstorming Yes 
Calendar Management Yes 
Chat / Messaging Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Project Management Yes 
Real Time Editing Yes 
Task Management Yes 
Version Control No 
Video Conferencing Yes 

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management Yes 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Digital Signature

Audit Trail No 
Authentication No 
Auto Reminders No 
Customizable Templates No 
Document Analytics No 
Mobile Signature No 
Multi-Party Signing No 
Progress Tracking No 
Task Progress Tracking No 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content No 
Centralized Sales Content Repository No 
Collaboration Tools No 
Content Recommendations No 
Email Management No 
Engagement Analytics No 
Interaction Tracking No 
Personalization No 
Sales Partner Management No 
Sales Training / Onboarding No 
Video File Management No 

Sales Enablement

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

Field Sales

Activity Tracking Yes 
CRM Yes 
Channel Management No 
Collaboration Tools Yes 
Controlled Access Yes 
Dashboard Management Yes 
Expense Management No 
Fast Estimates No 
Inventory Management Yes 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management Yes 
Quoting No 
Reporting / Analytics Yes 
Route Optimization Yes 
Territory Management Yes 
Time Tracker No 
Visit Scheduling Yes 
Workflow Management Yes 

Order Entry

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

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment No 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management No 
Shipping Management No 
Special Order Management No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management No 
Emergency Dispatch No 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

Sales Content Management

Audio / Video Recording No 
Audio File Management No 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools No 
Content Recommendations No 
Email Management Yes 
Engagement Analytics No 
Interaction Tracking No 
Personalization Yes 
Sales Partner Management No 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

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

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing No 
Field Sales Management Yes 
Lead Management No 
Opportunity Management No 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting Yes 
Territory Management Yes 

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 

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