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ease
features
design
support

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Description

Sales representatives and managers can achieve true insight from the initial customer interaction all the way through to installation with Canvass, which eliminates the need for sales reps to constantly access the CRM while ensuring both sales reps and managers have full awareness of deal progression and the related metrics to enhance their sales team's productivity. Coach serves as a mobile platform for sales training and team collaboration, ensuring that remote teams remain engaged and effective through decentralized communication and training efforts. Additionally, Compete acts as a competitive sales platform that supports various types of sales competitions, including one-on-one challenges, team contests, and broader company-wide events like round robins and battle royales. As your team dedicates significant effort to acquiring and retaining customers, it's essential that the tools at your disposal are equally industrious. With Canvass, you gain comprehensive insight into all aspects of your sales activities, enabling you to make informed decisions and foster accountability within your sales team while also streamlining processes for enhanced efficiency. Ultimately, these tools empower sales teams to maximize their performance and achieve greater success in their objectives.

Description

Distribution Engine provides various methods for distributing records among your teams, with several outlined below and even more available in the application. Ensuring fairness is crucial for maintaining motivated and successful sales teams, and the round robin method stands out as the most straightforward and efficient approach to achieve this. With round robin distribution, each team member receives a record in turn, cycling back to the start after everyone has had a chance, which eliminates confusion regarding allocation processes. Additionally, load balancing offers a solution to maintain equitable workloads across the team by factoring in the different availabilities and expertise levels of team members. This method is particularly effective for case distribution, as it can be tailored to accommodate assignments beyond what Distribution Engine handles, as well as taking into account the complexity or value of the records being assigned. Ultimately, these distribution methods contribute to a more organized and productive team environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Acculynx
Acuity Scheduling
Calendly
Champify
Google Forms
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Mailchimp
Make
Pipedrive
Podio
Quickbase
Salesforce
Trello
Zapier
Zendesk
Zoho CRM

Integrations

Acculynx
Acuity Scheduling
Calendly
Champify
Google Forms
HubSpot CRM
HubSpot Customer Platform
Insightly
JobNimbus
Mailchimp
Make
Pipedrive
Podio
Quickbase
Salesforce
Trello
Zapier
Zendesk
Zoho CRM

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$45 per user per month
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

Canvass

Founded

2018

Country

United States

Website

www.canvass.com

Vendor Details

Company Name

NC Squared

Country

United Kingdom

Website

nc-squared.com

Product Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Product Features

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Alternatives

Alternatives

The Field Reviews

The Field

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