Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Shark Byte was a concept created by industry consultants and service contractors, Perfectware. This group has more than 50 years of combined experience in the Mechanical Service Industry, both in sales and managerial positions. We recognized the need for a specialized tool to sell to Mechanical Service Contractors. We learned that there is no one solution that will meet all contractors' needs. There are many options, including single tools, add-ons for service management software or customizing commercial CRM packages.
We designed a solution that includes a customer and sales tracking CRM as well as a mobile surveying tool, contract and job estimating tools, and electronic proposal generation. We surveyed contractors throughout the design and programming process to validate Shark Byte tools and methodology, and to create the best Sales Relations Manager in the industry.
Description
Shark Finesse is a cutting-edge platform powered by AI that streamlines and standardizes the process of creating, managing, and delivering business cases focused on customer needs throughout the sales cycle. At the heart of its functionality is the SharkSense AI engine, which facilitates value engineering by establishing connections between your solutions and customer objectives, while also leading collaborative sessions that enhance both clarity and efficiency in developing business cases. As an enterprise-ready cloud application, it features a user-friendly web interface that supports marketing, pre-sales, sales, and customer success teams in real-time across various devices, including desktop, tablet, and mobile, and it remains functional even without an internet connection, ensuring that discussions with customers emphasize measurable ROI instead of getting bogged down with spreadsheets. Moreover, the platform organizes your product catalogs, financial calculators, and industry-specific templates, includes a comprehensive library of benefit frameworks, and produces outputs that are compatible with popular software like Microsoft Office, Google Workspace, and OpenOffice, ultimately making it an indispensable tool for driving customer engagement and value realization. This holistic approach not only enhances productivity but also empowers teams to focus on what truly matters—delivering results that resonate with clients.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Active Directory
Apache OpenOffice
Cosential
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Integrations
Salesforce
Active Directory
Apache OpenOffice
Cosential
Google Workspace
HIACS
Microsoft 365
Microsoft Azure
Microsoft Excel
Microsoft Office 2024
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$3,287.47 per year
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
SharkByte
Founded
2010
Country
United States
Website
shark-byte.com
Vendor Details
Company Name
Shark Finesse
Founded
2002
Country
United Kingdom
Website
sharkfinesse.com
Product Features
Construction CRM
Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time 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
HVAC
Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
HVAC Estimating
Billing & Invoicing
Commercial/Industrial
Cost Database
Data Import / Export
Equipment Maintenance
Financing Management
Labor Rates
Quotes/Proposals
Scheduling
Takeoff
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
Sales Engagement
CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management