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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

OpusViz specializes in providing innovative sales automation solutions tailored for companies in the FMCG and consumer durable sectors that operate through dealer and distributor networks. Our comprehensive DCSM platform serves as a robust sales automation tool, facilitating seamless interactions for sales teams, distributors, dealers, and promoters. Users can efficiently manage and share essential resources, including product catalogs, pricing information, promotional schemes, and details about dealers and distributors, while also handling orders, payments, ledgers, and routes. The system's hierarchical access and reporting features offer a clear and transparent view of sales data transactions. With real-time access to product catalogs and pricing lists, our platform simplifies the process of digital order booking. Additionally, it enables tracking of users' geographical locations during order placements, payment collections, and dealer visits, enhancing accountability. We prioritize data security through cloud storage solutions and regular backups, ensuring the integrity of your information. By providing real-time order booking alongside geo-location tracking, our system effectively minimizes the risk of fraudulent data entries, promoting a trustworthy sales environment. This combination of features empowers businesses to optimize their sales processes and drive growth effectively.

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

Microsoft Outlook No 

Integrations

Microsoft Outlook Yes 

Pricing Details

$10.00/month/user
Free Trial Yes 
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 Yes 
Windows No 
Mac No 
Linux No 
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 No 
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

OpusViz

Founded

2014

Country

India

Website

opusviz.com

Vendor Details

Company Name

Promidata

Country

Netherlands

Website

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

Product Features

Sales Force Automation

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