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Description
This versatile CRM solution is designed to ensure that your field sales team operates efficiently and effectively. It guarantees that essential information reaches the appropriate team members precisely when they need it. In a fast-paced and competitive market, safeguarding your sales objectives is crucial. With this intuitive and fully mobile sales force automation tool, you can expertly guide customers through the buying process. Purveyance empowers you to take charge of your customer information. While meeting clients on-site, you can quickly access product details, navigate through customer accounts, and effortlessly present promotions with a simple finger swipe. You’ll never overlook a promotional opportunity, thanks to timely pop-up notifications on customer profiles. The pricing structure is transparent, and the ordering feature ensures that inventory is restocked swiftly, helping you achieve your sales goals more efficiently. Additionally, managing on-shelf product availability becomes a streamlined process that requires minimal effort. This CRM ultimately transforms your sales operations into a well-oiled machine.
Description
There are no limits on the number of accounts, contacts, locations, and notes you can manage. The upgraded unit tab now allows for the upkeep of customer installations. The cycle accounts feature facilitates the straightforward sorting of accounts based on criteria such as age, account code, territory, industry, or zip code. The system also includes table-driven categories for products, sales stages, causes of loss, and more. Opportunities can be updated either individually by account or in bulk. Campaigns are structured by both corporate guidelines and individual sales representatives. Each campaign can incorporate various activity steps that are triggered by specific dates or events, and all contacts and accounts can be part of multiple campaign lists. These lists can be utilized to refine the account view, enable mail merges, and create task checklists to streamline operations. Additionally, this comprehensive approach enhances collaboration and efficiency across the organization.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$1800 per month
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
De Data
Founded
1993
Country
Australia
Website
purveyance.com.au
Vendor Details
Company Name
AdvanTec Information Systems
Founded
1998
Country
United States
Website
www.advantecis.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 Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
Product Features
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management
