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Description
Selltis CRM is a collaborative sales software developed specifically for industrial sales teams and their channel partners. This collaboration results in a range of industry-targeted features that are typically expensive to customize on other platforms, but are included as standard in Selltis. Enhance your business management by utilizing forward-thinking KPIs that allow for proactive decision-making. Customize dashboards to track essential metrics and easily assess both historical and current performance against set objectives. Improve transparency across your organization by seamlessly integrating with your ERP, email, marketing tools, and more. With just a single click, you can send quotes directly to your ERP, significantly reducing the need for repetitive data input. Enjoy the convenience of accessing your information in real time, any time, from any device through the cloud. Furthermore, you can control user access by restricting who can view, modify, or delete documents and utilize certain features. This level of customization and control ensures that your team works efficiently while maintaining data security.
Description
Custom-built to enhance efficiency and crafted to work in harmony with your current data and technology, the Xpedition Microsoft Dynamics 365 Private Equity CRM Accelerator will establish a unified, reliable, and thorough source of information. This actionable intelligence is effortlessly integrated with both Microsoft and third-party applications, ensuring it is user-friendly and readily embraced. Initiating a Private Equity CRM initiative is merely the first step; ensuring it harmonizes your organization and provides tangible business benefits is a different endeavor altogether. We recognize the hurdles you face, and with numerous specialized projects completed, we have established ourselves as leaders in the development and implementation of customized CRM solutions tailored to fulfill your specific needs. Our commitment to understanding your unique challenges sets us apart in delivering exceptional value.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Microsoft Power BI
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
Selltis
Country
United States
Website
www.selltis.com
Vendor Details
Company Name
Xpedition
Founded
1989
Country
United Kingdom
Website
xpedition.co.uk/private-equity-crm/
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management