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Description
The ADV software streamlines the entire sales workflow on a single interface, facilitating everything from budget creation to order completion and invoice generation. While preparing a quote, you can conveniently email it to the client and monitor all dispatched quotes until they convert into actual sales. To initiate a budget, navigate through Launches \ OS Sales \ OS Sales and select the New Budget option, or alternatively, right-click on the desktop, choose Sales OS, and then click on New Budget. You can identify the customer by entering the beginning of their name or a portion of it, and to search using just the initial, hit enter; for searching by a part of their name, simply click the button beside the input field. If the customer is not already in the system, you can register them by clicking on the underlined customer field. After selecting a customer, you can then click on the button at the top to retrieve related details, including the seller, payment terms, payment type, and carrier information, ensuring a comprehensive overview before finalizing the budget. This integrated approach not only enhances efficiency but also improves communication with clients throughout the sales process.
Description
BoltWise is an innovative platform that utilizes AI to enhance quoting and automate workflows tailored for industrial distributors and fastener sellers, aiming to simplify the more labor-intensive elements of sales, sourcing, and catalog management. By speeding up the quoting process, it provides quicker responses through advanced part matching capabilities that can decipher messy RFQs, typos, and abbreviations while seamlessly aligning customer and supplier part numbers with your own, thus reducing the need for tedious manual searches. Furthermore, BoltWise improves catalog management by transforming inconsistent part descriptions into easily searchable attributes and identifying duplicates, allowing teams to spend less time trying to remember part numbers. The platform also takes care of repetitive tasks, such as processing customer POs and creating purchase orders, thereby allowing employees to dedicate more time to enhancing customer service and engaging in strategic initiatives. In addition, it features a comprehensive supplier library that enables rapid identification of vendors for hard-to-source parts, alongside quoting analytics that provide valuable insights into trends related to parts, successful customer acquisitions, productivity metrics, and areas that may require attention within operations. This holistic approach not only increases efficiency but also empowers teams to make informed decisions based on data-driven insights.
API Access
Has API
API Access
Has API
Integrations
Epicor Prophet 21
INxSQL
The Business Edge
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ADV Tecnologia
Founded
1994
Country
Brazil
Website
www.advtecnologia.com.br/
Vendor Details
Company Name
BoltWise
Founded
2023
Country
United States
Website
getboltwise.com
Product Features
ERP
Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Purchasing
Reporting/Analytics
Sales Management
Supply Chain Management
Warehouse Management
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
