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Description
Tuvis empowers sales teams by seamlessly integrating personal phone numbers with your CRM, enhancing visibility and dramatically improving performance with just a few clicks. It allows you to recognize your contacts within the CRM and access their crucial information and interaction history. With a simple button press, you can generate new leads that link straight to your CRM, thus streamlining the process. Tuvis extends the capabilities of your CRM tools directly to WhatsApp Web, enabling automatic synchronization of chat histories, direct consumer engagement, and comprehensive tracking of team performance for maximum efficiency. By simplifying compliance adherence, Tuvis enables you to concentrate on your core business activities. You gain complete insight into your organization’s daily conversations, as Tuvis identifies contacts and delivers valuable business intelligence, helping sales representatives forge personal connections with clients. Additionally, you can create leads, dispatch emails, and carry out various routine CRM functions directly within Tuvis, all while maintaining customer data in a centralized database for efficient communication with consumers. This integrated approach not only enhances productivity but also fosters stronger relationships with clients.
Description
Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Salesforce
BigCommerce
Expensify
Facebook Messenger
Insightly
Matomo
QuickBooks Online
SAP HANA
SendGrid
Integrations
Microsoft Dynamics 365
Salesforce
BigCommerce
Expensify
Facebook Messenger
Insightly
Matomo
QuickBooks Online
SAP HANA
SendGrid
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
Tuvis
Country
United States
Website
tuvis.com
Vendor Details
Company Name
upSWOT
Founded
2019
Country
United States
Website
upswot.com
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