OptCRM Description
Monitoring field activities and tracking sales are crucial for businesses of all sizes, from small enterprises to large corporations. An effective system can significantly simplify processes for both management and staff. Accelerating the order booking and processing phases allows companies to concentrate on genuine and precise sales figures. The concept of Real Time Business Intelligence is invaluable, as it envisions a tool that could enhance a company's efficiency by boosting sales performance, expanding knowledge, and increasing market visibility. Ultimately, having the right system in place not only streamlines operations but also empowers businesses to thrive in competitive landscapes. This highlights the importance of adopting innovative solutions to stay ahead.
OptCRM Alternatives
Resco Field Sales+
Bring Microsoft Dynamics 365 and Salesforce data to your sales team with Resco Field Sales+, a mobile solution designed to streamline field operations. This tool helps you manage customer data, track opportunities, and process orders directly from the field, improving productivity and customer interactions.
Field Sales+ is built with an offline-first design, ensuring that your team can access and update client details, orders, and sales reports even in areas without reliable internet connectivity. It’s ideal for sales professionals working in remote regions, urban areas with unstable networks, or on-the-go situations where staying connected is critical.
The solution offers features like route planning, automated reporting, customizable dashboards, and digital asset management to simplify sales workflows. These tools make it easier to handle leads, prepare quotes, manage inventory, and monitor performance in real time.
Resco Field Sales+ empowers your team to focus on closing deals and building customer relationships while maintaining seamless access to essential sales data.
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Pepperi
The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors.
This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module.
With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales.
The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways.
Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.
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jLAN Mobile Sales
Looking for a comprehensive mobile solution for sales, delivery, and route accounting? jLAN Mobile offers a tailored system that feels custom-built for your business. Our software simplifies the processes of pre-sales, route accounting, and direct store delivery, making them easier to oversee. With effortless integration into most ERP systems, you won't face significant challenges in adopting our platform. Customizations designed for specific industries allow you to adapt the software to fit your unique requirements. jLAN Mobile delivers solutions for route accounting, mobile sales, direct store delivery, and full-service sales for field agents. Our primary goal is to empower businesses and their field sales teams, ensuring they stay agile, productive, and, importantly, fulfilled in their roles. Pre-sales representatives are often on the move, making numerous customer visits each day. With jLAN Mobile, your representatives can efficiently respond to customer needs and increase sales calls, benefiting from real-time inventory insights, customer information, and historical order details. This efficiency not only enhances sales performance but also fosters stronger customer relationships.
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Happisales
Happisales is a field tracking app that can be used by sales teams. Automate administrative tasks and allow your sales team to concentrate on selling to the right clients. To sell better, equip them with product knowledge. You can set clear goals, track their progress, coach and equip them with knowledge. It is important to appreciate them and make them feel like part of the team. You can benchmark your top customers and identify customer purchase patterns. This will allow you to intervene proactively when it is most convenient to sell more. Happisales is a complete field sales tool! To increase the success of your sales executives, create transparency in your targets and send regular notifications. You can manage your products digitally, and allow field reps to view pricing and products. All your field sales expenses can be managed in one place. All claims can be reviewed and approved in one click. Even if you're not connected to the internet, it works offline.
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Integrations
No Integrations at this time
Company Details
Company:
OptCRM
Year Founded:
2010
Website:
www.optcrm.com
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Product Details
Platforms
Web-Based
Android App
Types of Training
Live Training (Online)
Customer Support
Business Hours
Live Rep (24/7)
Online Support
OptCRM Features and Options
OptCRM Lists
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