Alternatives to OpusViz

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

Reporting Log is a Sales Force Automation tool that monitors day-to-day Growth and Activities. It helps you manage your field force in any marketing industry. We are the fastest growing Sales Force Automation software company. Reporting Log provides online and offline reporting applications that make data from queries accessible to the user. It is a common reporting tool that allows you to view a variety information on one screen. This includes charts, graphs and ordered lists.

Repsly's retail execution platform enables CPG field teams improve field sales performance, promotion compliance, and merchandising execution by connecting them to the data and tools that they need to work smarter in their accounts. Repsly's configurable platform provides field teams with solutions for ordering, scheduling, data collection, time tracking, mileage tracking, sales performance reporting, as well as data collection. Our unique approach to data is what makes us stand out. The Repsly platform aggregates data on shelf-level execution and team activity to help field teams make better decisions that maximize their impact. Repsly's over a decade-long experience in helping CPG teams execute in the field has resulted in more than 5,000,000 in-store activities each month in 80 countries.

Effectively manage and evaluate daily sales activities, including dispatches, supply and delivery. Real-time data is available to increase sales closings by 45% and eliminate multiple integrations. You will see a 18% drop in sales cycle time, and a 14% decrease in sales administration time. It provides a dynamic framework with shareable modules and a tailored base design. Full visibility of tasks and sales goals, transactional data, Orders tracking, Accounts receivables, etc. Quick access to delivery plans and inventory visibility. Full visibility into sales reps activities, allowing them to monitor sales orders in real time and measure KPI's. It provides a high-level overview of sales targets and KPIs. This site contains information about how to sell products on the market. Real-time orders, stock counts, invoices, and accounts settlements are supported. Promotions and discounts on products that are perceptible Collecting as much data as possible about customer demand for products.

Cygneto Field Sales offers a robust solution tailored for businesses of all sizes with a field workforce. This platform equips field sales representatives with the capability to log orders in real-time, which significantly boosts the decision-making power of management. Sales personnel can directly input orders into the application, allowing managers to monitor these transactions through a comprehensive web dashboard. At the close of each day, stockists and distributors receive a concise email summarizing the orders submitted by retailers. Moreover, managers can oversee their team's activities by obtaining real-time updates on order placements and visits conducted by sales executives. The application also features location tracking to verify whether an executive has completed any retailer orders. Furthermore, the system generates detailed reports based on individual users and product categories, while the sales team can conduct surveys, file complaints, and create various tailored reports to meet their needs. This versatility ensures that the sales team can operate more efficiently and effectively in the field.

Pepup Sales provides top-notch CRM SFA Software tailored for various industries, including FMCG, Dairy, Textile/Apparel, Pharma, Paints, Automotive, Cosmetics, Electricals, and Stationery, featuring essential modules like order management, location tracking, primary sales tracking, attendance management, as well as lead, task, and account management, alongside competitor analysis and asset tracking. Additionally, they offer effective solutions for sales force automation, a distributor management system, visual merchandising, and van sales, ensuring comprehensive support for businesses in optimizing their sales processes. Their innovative software is designed to streamline operations and enhance productivity for all their clients.

No matter if your focus is on fast-moving consumer goods or the pharmaceutical sector, Trackence can be tailored to suit your specific requirements. Our robust tools allow you to pinpoint the areas that require your immediate attention, ensuring that your operations run smoothly. Acknowledging the common apprehensions regarding the adoption of new technology, we have designed both our mobile app and web platform to be user-friendly. Trackence is built with insights from actual sales teams, resulting in a highly intuitive mobile application. The Trackence Mobile app is packed with valuable features specifically created for mobile sales teams, including guided visit plans and the ability to order and report offline, making it an essential resource for sales personnel on the go. Embrace the idea of enhancing profitability through advanced technology. Our platform offers daily visit planning alongside location tracking, comprehensive reporting, and an interactive dashboard, all complemented by a swift five-minute onboarding process through EasySetup. With Trackence, elevate your sales strategy to new heights while enjoying the benefits of seamless technology integration.

When preparing for appointments, presenting products, obtaining orders, managing activities, and engaging with clients, various tools can enhance efficiency. By optimizing sales time and reducing order management costs, businesses can improve their operations significantly. Additionally, providing better guidance for sales teams and lowering the ownership costs of field IT can lead to increased productivity. Users can access a comprehensive list of all active product references, including the latest items and promotions. They can easily complete orders, adjust quantities, prices, and discounts, and ensure client signatures are obtained. Furthermore, it allows for the generation of visit reports while synchronizing data back to headquarters. The catalog features a multi-tree structure that includes detailed item lists with photos, videos, specifications, packaging, pricing, stock availability, and related products. This system operates in offline mode and has an "invisible" online functionality using either 4G or Wi-Fi. It also ensures thorough bidirectional data synchronization for seamless operation. The platform helps optimize activity monitoring, producing reports directly through izOrder, and it integrates natively with email clients for enhanced communication. This comprehensive approach fosters a more organized and effective sales process.

Salestrip Pharma Sales Force Automation, also known as MR Reporting Software, is an all-inclusive tool that pharma sales teams can use to keep track of sales collaboration and functions, customer relationships management (CRM), online surveys for HCPs/Chemists, sample management, brand details, sales performance dashboards, and other similar information. It can be integrated with other software modules and customized to maximize the software's utility. The Salestrip SFA is equipped with cutting-edge technology and a variety of customizable features that allow decision-makers to meet business needs in a matter of hours. It allows you to designate authorities to manage leave programs efficiently, ensuring that leaves are managed effectively as well as accurately tracked.

Vogueboard's cloud-based B2B eCommerce platform connects motivated buyers with building material suppliers for increased online visibility, client engagement and sales opportunities. Vogueboard users have immediate access to the tools they need to attract new customers, build relationships, and digitize the entire B2B transaction process for a paperless experience. Vogueboard's SaaS technology makes it easy to manage and download inconvenient hardware installations. Automate your sales processes to create a price list for building materials, manage product data, and process orders. Your digital storefront will allow customers to browse your merchandise and make purchases. This will help you capitalize on online sales opportunities. Our intuitive CRM is specifically designed for builders and distributors of building material. It helps you build and manage customer relationships.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

Heera Software has established itself as a reliable supplier of SaaS-based, enterprise-level Distributor Management Systems and Sales Force Automation solutions specifically designed for the B2B market. With a rich history of over 25 years across various sectors including FMCG, CPG, construction, chemicals, retail, and lifestyle, Heera delivers platforms that effectively cater to both rural and urban markets, enhancing sales processes and streamlining route-to-market strategies. The company's flagship offering, TradePulse, distinguishes itself as a premier Distributor Management Software, featuring an intuitive dashboard that provides near real-time insights and visibility, empowering teams to make informed, data-driven decisions while reducing manual tasks. - It incorporates AI-driven capabilities that facilitate predictive analytics and sophisticated data analysis. - The software ensures precise visibility of secondary sales. - It also allows for effective control of pricing and master data. - Additionally, it simplifies the process of distributor claim settlement and tracking, further enhancing operational efficiency. With its innovative solutions, Heera Software is dedicated to driving success for its clients in the competitive B2B landscape.

Leverage the capabilities of Machine Learning algorithms utilized by over 5 million outlets to enhance your salesforce through data-driven order suggestions and insights into retail industry trends. Increase your return on investment for trade promotions by improving the effectiveness of retail merchandising and below-the-line marketing initiatives via image recognition technology that provides visibility at retail locations. Strengthen your relationships with retailers by offering targeted promotional deals that resonate with their needs. With real-time in-store data, easily track competitor actions and consumer behaviors, ensuring that you stay ahead in the market. Utilize Bizom's AI to assess brand visibility across all retail interactions effectively. One of our clients experienced issues with variable discounts leaking through their channel partners in a developing market, and by improving transparency in benefit transfer, we facilitated growth in that region. Enhance direct communication and self-order capabilities with your retail partners. The Bizom Retailer App streamlines processes by minimizing the need for order-taking and frequent market visits, allowing your sales team to adopt a more consultative approach and foster deeper client engagement. Ultimately, this leads to better service and increased sales opportunities.

Botree SFA is an advanced sales force automation software tailored to increase sales productivity and streamline field operations. Designed to optimize sales coverage and retail execution, the platform integrates features like route optimization, order booking, and gamification, allowing sales teams to efficiently manage their tasks. With interactive dashboards, KPI visibility, and real-time data analysis, Botree SFA provides sales teams with the tools to make data-driven decisions and track progress. Additionally, the AI-driven product recommender boosts sales by suggesting the most relevant products to each outlet, while gamified strategies enhance team motivation and engagement. This robust platform ensures better inventory management, effective merchandising, and increased overall sales performance.

SANeForce serves as a robust solution for customer relationship management (CRM) and sales force automation (SFA), specifically designed for the pharmaceutical, healthcare, and life sciences sectors. Aimed at boosting the efficiency of sales and marketing teams, SANeForce provides functionalities such as real-time order management, tracking of expenses, inventory oversight, and territory management. Furthermore, the platform facilitates medical representative (MR) reporting, allowing field sales representatives to document visits, record doctor interactions, and schedule appointments straight from their mobile devices. By leveraging data-driven insights and analytics, organizations can monitor performance, streamline their operations, and enhance their customer engagement approaches. In addition to these capabilities, SANeForce incorporates compliance management features, ensuring it meets the stringent requirements of highly regulated industries that demand precise record-keeping. This makes it not only a practical choice for improving sales processes but also a dependable partner in maintaining industry standards and regulatory compliance.

eSales SFA is a technological solution designed to enhance and streamline the sales process and the activities undertaken by sales teams. Currently, SFA has shown tangible advantages, effectively facilitating the efforts of sales personnel while also aiding management and increasing business revenue. The primary aim of eSales SFA software is to minimize the manual tasks that marketing staff and managers must handle. Sales personnel utilize SFA to monitor and report on their daily activities, ensuring they visit and attend to clients per an established schedule, thus guiding customers through the company's sales funnel. In addition, managers leverage SFA as a means to observe and evaluate the productivity of their marketing employees. The software provides timely information that aids in formulating strategies and plans tailored to specific circumstances. Essential features consist of creating a sales focus that enables staff to easily monitor KPI indicators and establish daily objectives, as well as an order management system that eliminates manual processes, records customer orders, and makes recommendations for future orders. Overall, eSales SFA not only optimizes sales operations but also fosters better customer relationships and enhances overall business efficiency.

Spiro is a next-gen CRM solution tailored for manufacturers and distributors, helping them drive sales and enhance customer engagement with AI-powered tools. The platform offers a single view of the customer, enabling businesses to track interactions, identify sales gaps, and automate outreach. With features like AI-drafted emails, order tracking, and customer health assessments, Spiro empowers teams to take proactive action, boost productivity, and streamline communication. It also integrates seamlessly with other tools, ensuring a unified approach to managing customer relationships.

ProgComm serves as an all-encompassing B2B platform that incorporates various levels and tiers, providing complete solutions for ordering and invoicing, along with integrated credit capabilities and in-depth customer analytics. By harnessing AI-driven insights, it enhances efficiency through the automation of sales workflows, expense management, and ledger evaluations. Its user interface and experience are of the highest quality, ensuring that ISO 27001 data security standards are met, while also being engineered for quick deployment and effortless integration. Additionally, ProgComm's commitment to improving user engagement and satisfaction makes it a valuable asset for businesses looking to streamline their operations.

#1 Custom CRM Software for Business. Automate Sales, Marketing, and Service to Boost Your Growth Automated sales force tools to track, monitor, and manage your pipeline. Increase your sales efficiency by closing more customers. Marketing automation platform to convert leads into sales using email, campaigns, and more. Customer service platform for ticket management. Automate the sale and lease of real property assets intelligently by utilizing site visits, reservations bookings, and possession. Equipment downtime and cost reduction can be achieved while improving team productivity through enterprise facilities and asset management. Dealership Management System (DMS), simplifies automotive inventory, marketing, sales, and service management. Automate the asset lifecycle from procurement, inventory tracking, transfers and maintenance to retirement. Smart analytics allow you to manage customers efficiently with profiling, loyalty and trend analysis.

PRxCloud is an innovative cloud-based solution tailored for the Pharmaceutical Marketing & Distribution industry, streamlining sales and marketing efforts while enhancing daily operations. This software is engineered to empower medical representatives, enabling them to optimize their planning and boost sales performance effectively. The accompanying mobile application, available for both iOS and Android, embodies the mantra “Focus Right! Work Smart!!” and prioritizes user-friendliness and convenience. With offline functionality, the app guarantees seamless work without interruptions. It elevates the productivity of the field force through features that facilitate daily activity tracking, tour scheduling, target assignment, expense oversight, order placement, e-detailing, gift/sample administration, competitive analysis through RCPA, and GPS navigation. Clients have the flexibility to subscribe to PRxCloud via a SaaS model or select an enterprise license, which comes with options for private or in-house hosting, catering to various organizational needs. This adaptability ensures that businesses can maximize their operational efficiency and sales strategies to meet the demands of a competitive market.

FForce by Sarjen is an all-encompassing, AI-driven sales force automation (SFA) tool aimed at enhancing both productivity and profitability. This platform offers a complete perspective on sales operations, encompassing everything from planning and execution to monitoring and analytics. Its mobile compatibility enables sales teams to utilize the software on any device at their convenience. By utilizing AI and machine learning technologies, FForce assists sales representatives in identifying optimal customer visits, forecasting future sales trends, and refining customer interactions. Notable features include the capability to log customer interactions, automate order placements, and furnish managers with valuable insights into team performance and application use. Additionally, the software contributes to cost reduction by recommending the most efficient travel routes and speeds up decision-making processes through real-time data, ultimately empowering users to predict customer behavior based on their past actions. Furthermore, the continuous updates and support ensure that the platform evolves with the changing needs of sales teams.

Experience seamless CRM, sales, and merchandising capabilities from any location with SAP Business One, which equips your sales team with up-to-date master data, pricing, and inventory levels while engaging with customers in the field. A diverse range of features is at your disposal for executing in-store tasks, such as processing sales transactions, conducting in-store surveys, tracking objectives, and accessing CRM data, including photos and notes from calls. Sales representatives using Opmetrix can significantly enhance their sales efforts and have essential information readily available. Additionally, Opmetrix dashboards provide management with valuable insights into sales activities, customer interactions, and performance trends. By leveraging GPS tracking and geo-fencing, Opmetrix facilitates real-time reporting and activity updates, giving management a comprehensive view of ongoing business operations. This level of transparency empowers leaders to make informed decisions based on real-time data.

Detailed dashboards and assessments allow for the prompt tracking of all product movements and inventories across various levels and specifics of your sales channels. This enables swift identification of opportunities and risks, facilitating the formulation of data-driven strategies. The emphasis is placed on partners in all channel operations, necessitating tailored attention to distributors, retailers, and specialist dealers based on the manufacturer's sales structure and portfolio. Fostering and cultivating robust partner relationships is crucial, ensuring you remain informed and proactive in your approach. The partner portal acts as a vital communication hub, enhancing partner loyalty and generating additional sales through targeted content and tailored campaigns. By refining your interactions and automating intricate processes, you can significantly enhance the development and support of your partners, ultimately driving mutual growth. Such strategic engagement not only strengthens bonds but also maximizes overall channel effectiveness.

Salesforce Automotive Cloud represents a groundbreaking solution tailored specifically for automotive manufacturers and dealerships. It empowers businesses to optimize their operations and improve customer satisfaction, utilizing sophisticated analytics to promote growth and enhance profitability. ADVANZ101 takes pride in providing Salesforce Automotive Cloud alongside our range of state-of-the-art technology solutions. This platform equips businesses with the capability to manage their dealer networks more efficiently, offering tools for monitoring performance, managing incentives, and distributing leads. Moreover, it facilitates the tracking of a vehicle's entire lifecycle, from its initial design phase to its eventual disposal. Such comprehensive data can significantly inform product innovation, marketing initiatives, and sales tactics, ultimately driving a competitive edge in the automotive industry. By integrating these insights, companies can adapt more swiftly to market trends and consumer demands.

SalesHive employs various strategies such as Cold Calling, Email, LinkedIn outreach, and Direct Mail to secure meetings with qualified prospects for your sales team. Enhance your sales efforts with our AI-Powered email marketing solution, which enables you to expand your cold calling initiatives without the need to recruit additional callers internally. Broaden your outreach by leveraging social media for prospecting, and impress potential clients with thoughtful gifts and personalized handwritten notes. Our customization tool allows you to create more engaging and tailored emails by incorporating local landmarks, regional sports teams, or even the day of the week into your messaging. Additionally, you can utilize our Testing AI to experiment with thousands of variations of your email content, automatically determining the most effective combinations based on campaign performance results. By incorporating open tracking pixels into a select percentage of your emails, you can refine your email messaging while preserving the deliverability rates of your campaigns. You have the flexibility to log in at any time to make adjustments to your campaigns, analyze statistics, monitor meetings, and download relevant data. Ultimately, our platform empowers your sales team to connect more effectively with prospects and drive higher conversion rates.

Unified Sales Force Automation, Distribution Management & B2B ecommerce Platform for FMCG Brands & Distributors Powered By AI. Recibo, an AI-powered Sales Force Automation solution, is a leading AI-powered Sales Force Automation. It combines SFA software with B2B trading, Distribution Management and Mobile CRM functionality. Order taking, Retail execution and Invoicing are also included. We offer the most flexible pricing and the lowest cost solutions. Pay per consumption. First Sales & distribution platform in multiple languages for ease of use. Empowering Small & Medium Business with an easy-to-use interface in Vernacular Languages.

Understanding the whereabouts of your customers is crucial for sales and service teams. TrackGo empowers your team to build a comprehensive map of your customers' locations. With this mapping capability, it's simple to identify nearby clients, and TrackGo conveniently provides directions to reach them. The information you collect about your customers remains confidential to your team, with all data securely stored in the cloud, ensuring it is consistently synchronized across all devices. TrackGo is available on iOS, Android, and through web applications. In addition to tracking locations, you can set tasks and reminders for yourself or team members at designated times. You can also maintain contact details linked to each customer location. An Activity Feed allows you to monitor exactly who visited each customer, when those visits occurred, and the actions taken during those interactions. Say goodbye to the hassle of jotting down notes after client meetings, as TrackGo helps you document everything in real-time, eliminating the risk of lost notebooks and forgotten details. By streamlining these processes, TrackGo enhances efficiency and ensures that valuable information is always at your fingertips.

Sales Buzz is a 360° Mobile Sales Force Automation System, that works via Mobiles and Handheld Devices, you will be able to monitor and empower your sales force, merchandizers and distribution channels to increase revenue, improve data insights and enhance customer service A technique of using software to automate the business tasks of salesmen, including journey planning, contact management, order processing & invoicing, inventory control, tracking and customer management. Sales Buzz objectives includes, increasing control on Sales Team, Merchandisers, Deliverymen and Collectors. It improves efficiency. It also automates repetitive tasks, there is scope for reducing errors significantly, creating better working schedules, and enabling faster access to information. It provides exclusive insights that can help the sales representatives and sales managers create a strategy that will increase their sales reach in the future. It optimizes use of current assets and resources. It automatically gathers and processes data to extract actionable insights to help businesses make informed decisions.

SFA 360 stands out as a leading and highly sophisticated tool designed specifically for pharmaceutical marketing and manufacturing organizations. This customized and all-encompassing CRM enhances the monitoring and improvement of sales team productivity while remaining user-friendly. Serving as a complete solution, SFA 360 effectively manages MR reporting, daily tasks, meetings, expenses, and asset oversight. Our primary objective is to assist pharmaceutical firms in efficiently overseeing the logistics of their distribution and retail operations. This entails tracking the entire sales life cycle of pharmaceutical products, starting from the manufacturer, passing through the distributor and retailer, and ultimately reaching the end customer. In addition, we have developed and implemented enterprise process software that automates routine transactions, significantly reducing manual effort and streamlining operations in the process. With SFA 360, companies can expect not only increased efficiency but also improved decision-making capabilities.

The Uncle Sales mobile app serves as a powerful task management tool, allowing users to organize their to-do lists with personalized tags while displaying tasks according to their status—such as Today, Tomorrow, Upcoming, Overdue, and Completed. Users can set reminders for tasks based on daily, weekly, monthly, or yearly intervals, ensuring that sales teams can efficiently keep track of their responsibilities. Additionally, Uncle Sales provides location-based reminders to help users stay organized while on the go. This app also functions as a comprehensive CRM address book, enabling sales representatives to easily navigate their client lists and even find them on a map, which is particularly beneficial for small businesses looking to avoid the high costs associated with traditional CRM systems. Furthermore, Uncle Sales eliminates the need for cumbersome email reporting by allowing users to send reports directly from the app with attachments, streamlining the whole process significantly. This innovative approach not only enhances productivity but also simplifies communication within the sales team, making it an essential tool for modern businesses.

Introducing PocketSales71, a cutting-edge application designed to monitor and enhance sales teams, coupled with an efficient reporting system. In addition, it serves as an ideal remedy for updating and refining your sales practices. The outcome of implementing this solution is a boost in productivity, yielding numerous advantages for your organization. To support this initiative, we offer a comprehensive sales automation software that streamlines essential sales tasks. This tool is specifically tailored to focus on primary sales, ensuring that managing orders becomes a seamless experience. With the simplified order placement process, sales representatives will find it easier than ever to take orders efficiently. Moreover, tracking orders is a standout feature of this application, providing users with a thorough overview of both requisition and order status. This solution goes beyond just primary sales, as it also accommodates secondary sales management, allowing for effective oversight of various secondary sales channels. By employing PocketSales71, businesses can expect to see significant improvements in their overall sales operations and customer satisfaction.

From straightforward transactions to intricate sales processes, we have the solutions you need. WeEstimate, along with our specialized feature modules, offers customizable options to cater to national accounts, contract pricing, various catalogs, differing tax codes, advanced reporting, and the numerous sales hurdles encountered by larger, multi-location businesses. Meanwhile, WeSuite provides small to medium-sized enterprises with robust tools that fit their scale and budget, facilitating growth. Our sales management software and mobile applications enable your team to operate more effectively, present with professionalism, and enhance sales performance by streamlining and automating the entire quote-to-close journey. The ease of coordination and collaboration has reached new heights, as real-time, centralized information ensures that all team members remain aligned and focused on shared objectives. By leveraging pipeline insights and comprehensive sales analytics, you can make informed business choices that drive your organization forward and boost profitability. Ultimately, our solutions are designed to empower your team while propelling your business to new heights of success.

Dot&Sales offers a comprehensive sell-side platform designed to oversee ad sales across various media platforms and business processes, accommodating any sales approach. This platform can be tailored to fit specific operational needs, enabling the management of multiple properties and channels from one cohesive system. It oversees the full ad sales cycle, encompassing everything from offers and orders to the reporting and distribution of revenue among publishers and agents. Ideal for publishers operating with numerous ad servers and properties in both online and offline spaces, it allows for effective tracking of orders, order lines, and traffic across diverse systems. By providing a singular solution, it facilitates collaboration among sales, ad operations, and finance teams, streamlining intricate workflows, boosting efficiency, and promoting revenue growth. Additionally, its user-friendly interface ensures that all stakeholders can easily access the information they need to make informed decisions.

This versatile CRM solution is designed to ensure that your field sales team operates efficiently and effectively. It guarantees that essential information reaches the appropriate team members precisely when they need it. In a fast-paced and competitive market, safeguarding your sales objectives is crucial. With this intuitive and fully mobile sales force automation tool, you can expertly guide customers through the buying process. Purveyance empowers you to take charge of your customer information. While meeting clients on-site, you can quickly access product details, navigate through customer accounts, and effortlessly present promotions with a simple finger swipe. You’ll never overlook a promotional opportunity, thanks to timely pop-up notifications on customer profiles. The pricing structure is transparent, and the ordering feature ensures that inventory is restocked swiftly, helping you achieve your sales goals more efficiently. Additionally, managing on-shelf product availability becomes a streamlined process that requires minimal effort. This CRM ultimately transforms your sales operations into a well-oiled machine.

The Comarch Mobile Sales Force app provides sales reps with a set of tools that will help them with everyday tasks like scheduling sales visits, preparing in-store sales processes and creating detailed work plans. It is available for iOS and Android and provides sales reps with instant access to their clients' data. This allows them to better understand their clients and their needs. No matter what industry you are in, whether it's Traditional Trade, Modern Trade, HoReCa, Pharmaceutical, Construction, Construction, or another, the Comarch Sales Force app can help you increase your sales effectiveness. That's what you can count on. You can easily schedule and register a meeting to meet with a customer using the app. The client's business administrator defines the layout and elements of the visit. This is then adjusted to fit the client's work model.

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Magna's Timeshare Software is a comprehensive workflow application designed for seamless integration among various modules, effectively optimizing resort management and operations. It caters specifically to timeshare and vacation club sales, as well as mixed sales environments, providing a structured framework for staff to navigate the sales process with ease. With real-time Key Performance Indicator reports, you can ensure adherence to your goals and objectives. This software enhances the efficiency of executives, project directors, sales managers, telemarketers, and other vital personnel, streamlining their tasks to promote higher productivity and reduced stress levels, ultimately leading to increased profitability. Additionally, OPCs have the capability to book tours either by contacting the control room or directly through the software interface, which simplifies the process further. The system also generates confirmation letters through printing or email, tracks solicitation performance effectively, and provides detailed reports on sales metrics, including closing ratios and guest volume for individual solicitors. Overall, Magna's Timeshare Software serves as a vital tool for improving operational efficiency and driving sales success within the resort industry.

Utilize your current contacts database, available in either an Excel spreadsheet or CSV format, and allow the system to securely store your contacts for all your upcoming projects. You can apply filters to categorize your contacts by various criteria such as country, company, position, or any personalized field you desire, and even save these segments for future marketing campaigns. Once you've selected your target group, you can initiate your first automated email sequence that incorporates both behavioral and time-based triggers, ensuring that the messages feel genuine with the inclusion of personalized snippets. As your campaigns progress, keep an eye on their effectiveness through comprehensive Reports, which will help you convert leads into opportunities and subsequently turn those opportunities into finalized deals. Platformax is an inside sales CRM that leverages over 40 years of sales expertise from our founders, and it has been developed as a modular sales platform aimed at enhancing every aspect of your sales journey, including prospecting, lead nurturing, opportunity tracking, sales fulfillment, order delivery, and post-sales support. By integrating these functionalities, Platformax not only streamlines your sales process but also empowers you to build stronger relationships with your clients through effective communication and follow-up strategies.

The application for operational management in the field enables sales representatives to effectively organize their schedules on a daily, weekly, or monthly basis, specifying the various outlets they plan to visit. Additionally, managers have the ability to review and approve these journey plans. Sales targets can be established periodically, allowing performance to be assessed in relation to these goals over various timeframes. Your smartphone transcends its traditional role, transforming into a mobile sales office where you can generate leads, manage orders, evaluate your sales performance, and seize work opportunities no matter your location. Featuring a user-friendly interface, the application simplifies the design and automation of business processes. You can easily handle processes such as lead approvals and various activities through a versatile approval system. Our CREST ERP solution is specifically designed to assist trading and manufacturing industries in effectively managing their business operations, ensuring streamlined and efficient workflows. With such comprehensive tools at your disposal, optimizing productivity and enhancing performance becomes a seamless endeavor.

CompanionSFA (Pharma) serves as a comprehensive Sales Force Excellence Solution that streamlines Field Activities and Marketing Initiatives while integrating CRM to enhance various customer interactions. The rise of smartphones has prompted the demand for cutting-edge mobile sales force automation tools, allowing sales teams to provide updates on a call-by-call basis, enabling management to monitor real-time activity in distant locations. Companion is crafted to revolutionize customer management, making the process quicker, simpler, more efficient, and ultimately more productive. Transition to a digital approach today. As competition intensifies, customer loyalty becomes crucial for maintaining profitability, making it essential to select a CRM solution that can access and analyze the history of past customer orders, thereby aiding in the enhancement of sales prospects. By leveraging this historical data, businesses can identify trends and opportunities for upselling and cross-selling, further strengthening their market position.

Detect and eliminate duplicate contacts, companies, and deals across various fields while efficiently merging them in bulk. This process includes generating CSV reports, establishing adaptable criteria for determining the master record, a preview feature, and automation capabilities. Enhance personalization efforts by standardizing job titles, addresses, industries, and other text fields. Utilize consistent data to segment and initiate targeted marketing campaigns. Import data from CSV files using predefined templates and flexible update options to prevent the creation of duplicates or the loss of critical information. Prioritize cleansing the data prior to importation by identifying and rectifying incomplete, incorrectly formatted, or inaccurate entries. Eliminate redundant data, fake email addresses, invalid phone numbers, and other erroneous information. Perform bulk updates on records and fields through various functions, such as converting names to proper case, removing excess whitespace, and formatting phone numbers. The easy ETL process allows for a comparison of CSV files against existing records in your database, aligning rows to records based on any specified field(s) to uncover both matches and gaps in your data. This approach eliminates the need to export to CSV and struggle with complex VLOOKUP operations, IDs, and SQL queries, thereby streamlining data management significantly. With these tools at your disposal, maintaining clean and accurate data becomes a more manageable task.

OIS iMobile represents the cutting-edge software solution (for both iPad and iPhone) tailored for sales force automation, van sales, store visits, merchandising, and conducting in-store audits. It eliminates the need for faxes, phone calls, or emails to facilitate communication between field teams and the central office. Users can swiftly access customer history data, enabling successful pricing negotiations. Enhanced oversight of route sales representatives is achieved through advanced metric analytics and GPS tracking features. Both the OIS Basic and OIS Pro applications are developed natively, ensuring readiness for sales order processing, regardless of whether your team utilizes iOS or Android mobile or tablet devices. We recognized that existing "Off the Shelf" applications often fell short or carried excessive costs for many of our clients. Therefore, we embarked on a mission to innovate and create a solution that is both effective and budget-friendly, paving the way for improved sales operations. As a result, our approach not only meets the diverse needs of our clients but also empowers their teams to perform more efficiently and effectively in the field.

Enhance customer interactions by gaining offline mobile access to Salesforce. By integrating CT Mobile with the CT suite of products, you can significantly boost your sales and improve the productivity of your field teams. Designed specifically to optimize sales cycle performance, CT Mobile enables you to focus on customer success. Whether you're online or offline, the application enhances your field team's productivity through AI-driven features tailored to meet your specific customer needs. You can access vital data from your Salesforce system regardless of your network status, ensuring you have the necessary information to keep your appointments on schedule. With just a single click, you can provide access to account, contact, contract, and special request data, streamlining your workflow. By leveraging additional capabilities within CT Mobile, you empower your field sales team to automate and expedite their daily tasks. Furthermore, you can enhance sales productivity by creating specialized modules for presentations, retail execution, order management, and a variety of other functions, ultimately driving better results for your business. This comprehensive approach not only saves time but also ensures that your team is always prepared and informed.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

CallProof Mobile CRM streamlines repetitive tasks, allowing your sales team to concentrate on building client relationships. This advanced Customer Relationship Management (CRM) solution, accessible via both web and mobile platforms, encompasses a wide range of features designed to manage every aspect of the sales process, including lead tracking and reporting. With CallProof, sales managers and representatives gain access to essential tracking and management resources that enhance their effectiveness. The call tracking functionality automatically logs calls made to clients and prospects, eliminating the need for tedious manual entry. Ultimately, CallProof Mobile CRM serves as an invaluable tool to reduce the time spent on data entry and reporting, thus empowering your sales team to prioritize what truly matters: their clients. By utilizing this comprehensive system, organizations can boost sales efficiency and improve overall performance.