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features
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Description

Leverage rebates to enhance the sales of your offerings, as these are traditional incentives that encourage consumer purchases. Incorporate sales incentives and spiffs to improve channel performance while maintaining recommended retail prices. Utilize energy-saving rebates alongside portfolio tracking and reporting to maximize effectiveness. Motivate employees, customers, and affiliates to align with your strategic goals through various incentives. Maintain a comprehensive master price list and provide electronic quotes for convenience. Oversee and monitor sales opportunities throughout the selling process effectively. By integrating your quoting and incentive systems, you can establish immediate rebate programs and regulate street pricing, ensuring consistency and transparency across all sales channels. This approach not only boosts sales but also fosters a collaborative environment among all stakeholders involved.

Description

Maximize efficiency by accessing the data you've gathered within your CRM system without needing to re-enter it! Utilize third-party synchronization to seamlessly integrate a quote into your sales management platform directly from the opportunity sheet of your customer management software, establishing a clear connection between opportunity statuses and quote statuses. Additionally, the General Data Protection Regulation (GDPR) seeks to create a unified framework for data protection across Europe, reflecting advancements in technology. Understanding your prospects and clients is crucial for effective follow-up and business growth. With your CRM software, you can archive all commercial interactions, including emails, phone calls, and letters. This allows you to track the progress of sales opportunities and design targeted marketing initiatives that resonate with your audience. By leveraging these tools, you can enhance your overall business strategy and improve customer relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Agicap No 
Bonx No 
Mailgun Yes 
Microsoft 365 Yes 
My DSO Manager No 
OrderScan No 
Pipl Yes 
Smart Inventory Manager No 
Twilio Yes 
Zillow Yes 

Integrations

Agicap Yes 
Bonx Yes 
Mailgun No 
Microsoft 365 No 
My DSO Manager Yes 
OrderScan Yes 
Pipl No 
Smart Inventory Manager Yes 
Twilio No 
Zillow No 

Pricing Details

No price information available.
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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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

Types of Training

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

Vendor Details

Company Name

Incentit

Country

United States

Website

incentit.com/index.php

Vendor Details

Company Name

ebp

Founded

1984

Country

France

Website

www.ebp.com/logiciel-crm

Product Features

Quoting

Automated Quoting No 
Catalog Management No 
Client Portal No 
Contact Management No 
Customer Accounts No 
Customizable Branding No 
Discount Management No 
Forms Creation No 
Pricing Management No 
Product Configurator No 
Proposal Management No 

Referral

Affiliate Marketing No 
Campaign Management No 
Contact Management No 
Employee Referral Management No 
Feedback Management No 
Lead Engagement No 
Loyalty Program No 
Referral Tracking No 
Rewards Management No 

Product Features

CRM

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

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