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ease
features
design
support

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Description

Streamline your sales process by eliminating manual orders and paperwork through automation, allowing your field team to maximize their productivity. By planning sales routes and monitoring the visits of sales representatives to various points of sale in real time, you can effectively assess the performance of your sales force. Additionally, capturing secondary sales data through automated reports enables a comprehensive evaluation of both performance and competition. With the ability to uncover deeper insights, identify new sales opportunities, and generate customized reports, you can make more informed business choices. While enhancing productivity with leading sales force automation software is essential, the true value lies in transcending basic automation, enabling smarter sales strategies grounded in reliable data measured against relevant KPIs. Experience rapid implementation and immediate outcomes by going live within days, coupled with thorough training for both field staff and sales operations managers to ensure successful adoption and utilization. Ultimately, investing in this approach will empower your team to achieve greater success and drive overall business growth.

Description

Enhance the accuracy and speed of your quotes by utilizing the Template functionality alongside the PartsBase integration with ProMRO. Equip your sales team to effectively monitor win/loss statistics, track pipeline revenue, and manage the entirety of your sales process with ease. For further information, be sure to check out the ProMRO ERP for MRO page. Establish streamlined processes that reduce repetitive tasks and unnecessary data entry, enabling you and your team to prioritize customer care and business growth. The ProMRO and PartsBase integration ensures your inventory and RFQs are automatically updated in real time. Boost your team's productivity while keeping inventory costs in check, resulting in happier customers who are likely to return. With the integration tool, searching for PartsBase components directly within ProMRO is effortless, and all pertinent details such as quantities available and vendor information are readily accessible. Furthermore, you retain complete authority over which items to list and exclude when utilizing the PartsBase integration with ProMRO, allowing for a tailored experience that meets your specific needs. This flexibility empowers your operations to adapt swiftly to market demands and enhance overall efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

FieldAssist

Founded

2014

Country

India

Website

www.fieldassist.com

Vendor Details

Company Name

Clients First Business Solutions

Country

United States

Website

promrosoftware.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

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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

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