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Description

A 100% native to Salesforce end-to-end platform for enterprise resource planning (ERP). Since 2007, Ascent ERP provides small, mid-sized businesses, and enterprises with a complete view of mid and back office operations, which we call “Operations 360°.” Ideal for companies in the midst of digital transformation with complex inventory and products requirements. Ascent ERP offers a complete warehouse, inventory, demand planning, product, purchases, production, orders, work order, returns, financials management and warehouse mobility solution on the Salesforce platform. Fit: Companies small or big looking for an all in one ERP solution on Salesforce, where BOM, servitization, financials, demand planning, warehouse mobility and integrations to out of platform systems might be needed. Pre-built integrations: E-Commerce (Shopify, Magento, WooCommerce, Amazon WMS), Accounting (Accounting Seed, Certinia, Sage Intacct, Quickbooks Online & On Premise, Xero, Microsoft Business Central), Credit Card Processing (Kulturra), Tax (Avalara AvaTax), Shipping (Zenkraft Multi-Carrier)

Description

Inception CRM is an innovative sales and customer management solution for Life Science sales teams, supporting medical and pharmacy representives remotely and in the field. Delivered SaaS via native applications for iOS, iPadOS, Android and Windows, Inception CRM enables holistic customer relationships through a robust approach to customer data management and segmentation, with targeting based on real sales potential and priorities. Inception CRM supports complete time, activity and cycle plan management, and enables management of pharmacy orders, samples, and expenses. Built-in closed loop marketing, media sharing, and remote detailing features enhance the effectiveness of face-to-face and remote calls. Intuitive KPI dashboards and reports keep users and stakeholders aligned and maintain transparency across the sales organization. Inception CRM offers many prebuilt templates and workflows, ideal for clients of various sizes and orientation, and can be easily extended to support custom workflows and business processes on demand.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Accounting Seed Yes 
Amazon Yes 
Avalara Yes 
Bringg Yes 
Configure One Cloud Yes 
Kulturra Yes 
Magento Yes 
Microsoft Dynamics 365 Business Central Yes 
QuickBooks Accountants Yes 
QuickBooks Enterprise Yes 
Shopify Yes 
WooCommerce Yes 
Xero Yes 

Integrations

Accounting Seed No 
Amazon No 
Avalara No 
Bringg No 
Configure One Cloud No 
Kulturra No 
Magento No 
Microsoft Dynamics 365 Business Central No 
QuickBooks Accountants No 
QuickBooks Enterprise No 
Shopify No 
WooCommerce No 
Xero No 

Pricing Details

$125 per month
Free Trial No 
Free Version No 

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

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 No 

Types of Training

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

Vendor Details

Company Name

Ascent Solutions

Founded

2006

Country

United States

Website

ascenterp.com

Vendor Details

Company Name

D3S

Founded

2016

Country

Czech Republic

Website

inceptioncrm.com

Product Features

ERP

Accounting Integration Yes 
Accounting Management No 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Manufacturing

Accounting Integration Yes 
ERP Yes 
MES No 
MRP Yes 
Maintenance Management Yes 
Purchase Order Management Yes 
Quality Management Yes 
Quotes/Estimates Yes 
Reporting/Analytics Yes 
Safety Management No 
Shipping Management Yes 

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

Purchasing

Catalog Management Yes 
Compliance Management No 
Contract Management No 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Warehouse Management

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

Product Features

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking Yes 
Contract Lifecycle Management Yes 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

CRM

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

Order Management

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

Sales Analytics

Collaboration Tools No 
Dashboards Yes 
Forecasting Analytics Yes 
Ideal Customer Profile (ICP) No 
Lead Analytics Yes 
Pipeline Management Yes 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting Yes 

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