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Description
SmartSales is a comprehensive CRM designed specifically for field sales, streamlining processes by reducing paperwork, enabling sales representatives to enhance their performance while saving up to 90 minutes each day. It features efficient territory management that allows for geolocation and segmentation of prospects and clients, ensuring accurate and up-to-date information on inventory, pricing, and documentation at all times. Users can easily monitor their activities, customize, and produce detailed visit reports alongside brief notes. The app is action-oriented, allowing for immediate order placements, eliminating unnecessary delays. Traditionally, sales reps are burdened with extensive paper documents and product catalogs, lacking real-time visibility into stock levels during client meetings, and they often have to deal with the inconvenience of manually entering signed orders into the CRM later. Additionally, outdated marketing materials can be presented to clients, leading to missed opportunities. SmartSales addresses these challenges effectively! By adopting this solution, sales teams can focus more on selling and less on administrative tasks.
Description
SolutionView streamlines and standardizes the sales appointment process, ensuring that both customers and representatives enjoy a consistently positive experience. This innovative tool empowers every sales rep to succeed, allowing for efficient virtual interactions. Designed specifically for contractors by those who understand their needs, SolutionView is an investment that pays for itself in enhanced productivity. By registering with your email, you can access a free, no-obligation trial to see firsthand how SolutionView can elevate your entire sales team's performance. Whether you have a freshly hired sales representative or a seasoned professional who struggles with new technology, SolutionView is user-friendly enough for anyone to master quickly, ensuring everyone can contribute to achieving sales goals. With SolutionView, transforming your sales approach has never been easier or more effective.
API Access
Has API
API Access
Has API
Integrations
Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Integrations
Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Dynamics 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Pricing Details
$59 per user 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
EASI
Founded
1999
Country
Belgium
Website
easi.net/en
Vendor Details
Company Name
SolutionView
Founded
1975
Country
United States
Website
www.solutionview.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 Content Management
Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Product Features
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Training
Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments