Alternatives to RT SalesMap

Clear C2 understands that every company has different business needs. C2CRM was designed to allow you to select the functions that you require. Our CRM system is cost-effective and will grow with your company. C2CRM comprises four modules that can be combined to create a complete CRM solution: Customer Service, Sales Automation, and Marketing Automation. Our core module, the C2CRM Relationship Management module, is the basis of our solution. It contains all the logic required to manage your business relationships. With built-in dashboards and reports, you can see 360 degrees of your accounts, contacts, activity, and workflow automation.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Geo challenges are the single-biggest inefficiency in your retail, sales, or service organization. GeoSpatial Location Intelligence can help you overcome them. Our Territory Scoring algorithm determines the territory's potential to be successful or unsuccessful based on your Ideal Customers Profile (ICP), density and target value, demographics and amplifiers, competitors, drive times and ring radius. What you can do to fix it. Overbuilt - Underbuilt - Offbuilt - Wellbuilt. Smart Territory technology is used to create territories for market screening and optimization.

We make it easy to map your data quickly and efficiently. In three easy steps, you can go from spreadsheet to map. You can use spreadsheets, tables on web pages, or databases to visualize location data. Then, you can simply paste it into BatchGeo. Start from scratch? Use our Spreadsheet Template to get your data started. Then, copy the data to BatchGeo to create an interactive pin map. We will try to guess what columns you want, such as the address, city and state, zip code, latitude/longitude, or zip code. If you don't like the default behavior, you can set the options. We will plot your addresses and postcodes and create your pin map. It will take a while depending on how many addresses are available. If you have already entered latitude and longitude, it will map immediately. Once you're done mapping addresses, you can save them to a webpage using the "Continue and Save" option.

The new way to manage field data and your sales team. We are the tool specifically designed for outside sales. Map My Customers improves field productivity and uncovers team activity wherever you are. Visualize Sales Opportunities: Easily assign territories to sales reps. - Automatically distribute leads and customers using your CRM or spreadsheets Strategically visualize which accounts or geographic areas are performing best in sales and heat mapping Target More of the Right Prospects Our mobile lead generator allows you to find sales opportunities in your area while on the move. - Search for customers by product, salesperson, or territory. Personalize the prospecting of your sales team with sales funnel visualization. Automate Everyday Sales Tasks Smart Routing optimizes route planning and mapping. Sales teams save an average of 30% on fuel costs and 1-2 days in windshield time each month.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.

You can monitor what's happening in the field to help you manage your business. Sales teams can access the field data they need to make informed decisions. Badger integrates with any CRM to give your sales reps direct access to field data. Badger Maps can help your team maximize sales routes and sell more. Badger Maps can help you increase your sales team's numbers with customized team pilots. Your personal point-of-contact will ensure that everything runs exactly the way you want. Badger's data specialists will help you set up your data the best way possible. You can quickly add your team with specialized training that is tailored to your needs. Map-based visualization makes it easy to identify unutilized leads or undersold accounts. Managers can gain insight into the activities of reps and their performance in the field and can optimize territories for increased sales performance.

Geopointe, a native AppExchange app that location-enables Salesforce and provides actionable insights for our customers' business processes, is Geopointe. See for yourself, mapping made easy - Real Simple. Geopointe is an AppExchange native application that geo-enables Salesforce and provides actionable insights for our customers' business processes. Geopointe is for whom? SALES: Plan trips and optimize routes; Log meetings notes and check-in; Cancel meetings. Features: Access the where and when of your data. Geographic Searching & Analysis. Search Any Salesforce Data. Geopointe can find any Salesforce data anywhere in the world. These searches can be anything, from a view of all Salesforce accounts, clustered according to concentrations, to a small area search for leads and prospects in the local neighborhood. Geopointe will show you the big picture with advanced visualization and filtering capabilities that identify patterns and trends you didn't know existed.

AlignMix was designed to be an easy-to use sales territory mapping tool. It offers a modern, intuitive user interface that harnesses the power of current technology to provide a beautiful user experience. AlignMix's ToughAlign technology makes it easy to adjust your territory boundaries. Click on the territory you wish to expand and "smudge", the boundary like you were finger painting. To instantly see the impact of your changes, use territory labels. AlignMix offers three levels of hierarchy: usually territories, districts, and regions. You can personalize the names to fit your company structure. AlignMix's powerful visualization and re-alignment tools allow you to instantly change the alignment at any level. You can import your data quickly from any Excel spreadsheet. After you have finished designing your sales territories, export your results to Excel.

SalesRabbit’s software helps outside sales teams operate faster and smarter. Their solution addresses all the major pain points of sales organizations, including lead and area management, rep performance tracking, digital contracts, market data, lead generation, and more. They also offer add-on services such as a training library and a geofenced marketing platform. Most importantly, they work personally with your company to make sure you’re getting the results you need.

CallProof Mobile CRM automates repetitive tasks so that your sales team can concentrate on clients. CallProof Mobile CRM, a web-based and mobile-capable Customer Relations Management (CRM), solution, organizes all aspects of the sales process from lead tracking to reporting. CallProof gives sales representatives and managers the tools and tracking they need to be successful. Call tracking features automatically report calls to prospects and clients.

Sugar allows you to access, share, track, and manage Box content from within Sugar. This will ensure that your sales team has the most recent content to share with customers and leads. Sugar and Box can be integrated together to allow you to manage all documents and upload content from Sugar. RT SugarBox ensures that Sugar and Box communicate securely. OAuth 2.0 allows files to be securely transferred over HTTPS upon each sync. This module is easy to use and eliminates the need for copying tokens to integrate. SugarBox syncs instantly when you log in to your Box account after installing SugarBox. SugarBox automatically syncs any document or file you attach to a Sugar account record, contact, or lead. SugarBox ensures that you always have the correct content in the right place.

Our basic service is completely gratuitous and allows you create custom maps, widgets and images. You can share your custom maps with your friends or publish them on your website/blog. Scribble Maps Pro gives more control over your map data. Pro features advanced editing tools, formats and security options. Our API allows you to integrate Scribble Maps directly in your application. Our API is available to assist you in any way you need, including map authoring, annotation, and sophisticated interactivity.

Geographic Enterprises makes it easy to create stunning interactive web maps. GeoMetrx online mapping software allows businesses to convert Excel spreadsheet data into visually appealing and informative visualizations. Our territory mapping software is easy to use and can be integrated into Google Maps. You can simply map your data and combine it with a custom range demographics and business variables to open up new sales opportunities. GeoMetrx technology allows you to visualize data. Our innovative, geography-driven territory mapping service can help businesses dynamically rank, compare, map, and map many preloaded attributes. Upload your own data to be analyzed instantly. You don't need to install or update any local software.

Our territory mapping software can help you to effectively plan your sales territory. VSM™, by Noetyx, allows you to manage sales quickly and easily, optimize your sales territory, maximize your revenue, and maximize your profit. We offer a free consultation to answer any questions. VSM™, Territory Mapping Software, is the only web-based software for visualizing and managing sales territories. This solution was developed using our extensive experience in creating and managing territory structures for our large client base. The system is able to support all major alignment and territorial management requirements. It also has unrivalled capabilities. Our app can be seamlessly integrated with other business intelligence platforms and CRM platforms to visually display data.

With add-ons for territory optimization and complex routes, empower your workforce to make every journey, wherever they are located. Get live updates from the field. Route optimization and automatic-logging of activity data can save you hours of planning, administration, time, and money. Service appointments and high-value leads in your local area are the most important. Prioritize customer visits and scale them using key business data such as account type and lead value. Upgrade to Salesforce Maps Advanced to get more complex geo-visualizations, route optimizations, and analytics. You can seamlessly coordinate user and account data with the territory planning process and assignment process. Multiple scenarios can be run quickly and effortlessly to eliminate cumbersome manual planning. Automately balance territories based upon the most important attributes, and plan daily routes based only on what is easily accessible for your team.

Sales and Field Service Territory Mapping Made Easy for Dynamics 365 Power BI & Excel #1 rated mapping and territory-management solution on Microsoft AppSource. EasyTerritory is the best web-based mapping tool for managing sales territory, planning service territory capacity, and geospatial intelligence for Microsoft Dynamics 365 and Excel. EasyTerritory is the best sales territory management software that you can add to your Microsoft Dynamics 365 implementation. Are you not using Dynamics 365? EasyTerritory also supports Excel, Power BI and SQL Azure. EasyTerritory is used in many industries, including manufacturing, finance, logistics, food and beverage distribution and franchising. Our primary goal was to simplify territory management and mapping. EasyTerritory allows sales managers to create and realign sales rep territories using an interactive map.

Maptive converts your data into a customized Google map in just minutes. Get a free trial to our enterprise-level software and discover hidden opportunities in your data using our powerful mapping tools. Maptive shows that GIS mapping software does not have to be complicated. No coding is required because our powerful map tools do all the analysis for you. Maptive is cloud-based and web-based. There are no downloads, you always have the latest features, and it can be accessed from any device, desktop, tablet or mobile. Our powerful map analysis tools will help you find hidden opportunities in your data. We aren't just a simple map maker. You can optimize routes, create heatmaps, and plot up 100,000 locations in just a few clicks.

Maptitude Geographic Information System software provides you with the maps, demographic data, and tools you need to analyze how geography affects your business and you. Every day, you must deal with spreadsheets and databases that contain vast amounts of data about customers, employees, sales, facilities, territory, and other information. Maptitude mapping software allows you to visualize data in new ways, uncover geographic patterns in your data, and communicate that information in a simple way. Maptitude offers everything you need to reap the benefits of desktop mapping, spatial analysis, and more with one easy-to-use package. Maptitude offers the most features and the highest performance of any mapping program. Maptitude is a desktop mapping software that offers many new and improved features. It makes it easy to create and edit maps and add data to maps. You can also analyze and connect to corporate data sources.

A purpose-built solution automates and optimizes the planning and design of territory. This will help you increase revenue and lower your sales costs. To place sales reps at the most potential locations, visualize customer and prospect potential. Companies can use spatial analysis to identify new sales opportunities. You can easily upload and combine third-party data to discover "whitespace opportunities". Based on your parameters, the built-in analytics engine automatically creates fair and balanced territories. Optimizer allows you to automate territory alignment and use advanced market analytics. You can streamline sales territory management by processing data from up to 10 data sources simultaneously, including spreadsheets and ODBC database databases. Xactly Territories makes creating and adjusting territories quick and easy.

Territory.guru makes it easy to manage and create sales territories. Simply click on an area of the map to assign territories. You can assign multiple areas at once by simply clicking on a map area. Territory.guru provides the most current zip code tabulation area boundaries. This makes it easy to create sales territories based upon zip codes. Boundaries are regularly updated. Territory.guru offers many options for exporting and importing your own data.

Vision makes it simple to create better territories by giving you easy access to market data and controls that best represent your customers. Vision helps you find new markets by identifying hot spots or gaps left by competitors. How can you increase your marketing's return? Market more intelligently and place your message in the right places. Automated enquiry allocation matches customer and business requirements to improve customer experience. Are you ready to get started? Vision subscriptions are flexible and offer scalability, along with the data, for a monthly charge. There are no long-term commitments. Vision makes it easy to create better territories by providing simple controls and access the market data that best represents you customers. Vision helps you find new markets by identifying hot spots or gaps left by competitors.

Connect your data with the real world. Upload your data, view it on a map, generate charts, reports, and combine it into a visual dashboard. Our powerful analytical tools allow you to visualize and understand your data in new ways. Our team of experts can help you solve any problems you may have. We are available to assist you by phone, chat, or email.

Outfield makes it easy for you to find valuable insights about your market and track + verify team activity. You can also communicate seamlessly across all your devices with Outfield. Here's how Outfield is used by an Inc 500 company to increase sales and manage visits. Many businesses make sales decisions without enough information about their market. You don't need to be one of these companies. Outfield helps you identify key trends in your market domains and ensures that you make smarter business decisions, from shelf compliance to sales tactics to pricing. Anything. You can now have confidence knowing how your field reps are performing by having all of their geo-tagged visits, meetings and notes in your pocket. You can also give feedback immediately and effectively to increase your chances of reaching the set goals.

Sugar CRM users can now enjoy the power of QuickBooks accounting. Sugar integrates QuickBooks logs to track your sync history. This feature allows you to sync a record directly to QuickBooks. Sync QuickBooks customers with Sugar Accounts bidirectionally to keep both forums updated. With just one integration to your Sugar system, you can get a complete view of the customer. You can use QuickBooks to create invoices, inventory, and sales from Sugar. Your integrated logs will allow you to track your sync history. You can resolve conflicts using error messages in your QuickBooks log file. Also, you can track sync status messages. This feature allows you to sync a record to QuickBooks immediately. This eliminates the need to wait for the scheduler. Immediate sync is possible at both the record and module level. Double data entry can be prevented by setting priority configuration. Assign Sugar or QuickBooks as the parent station.

eSpatial Mapping Software allows you to find hidden details in your data using location analytics. This allows you to segment and filter data to link business activity directly to a specific location. An interactive snapshot of your data is available for you to quickly understand with color-coded charts, graphs, charts, annotations, and maps. You can quickly map and manage your territories to facilitate assignment and balancing, which helps you manage your resources more effectively. Optimized routing allows you to maximize your field time and plan sales and service calls using radius and nearest neighbor analysis. eSpatial allows you to increase revenue, reduce costs and improve customer service. All your analysis and maps can be shared as interactive maps, images, or raw data depending upon your needs.

Sugar Connect integrates your most important customer service activities into the email and calendar apps Sales and Services use every single day. You can keep your CRM, email, or calendar tools current without ever having to manually enter data. Sugar Connect allows you to connect your G Suite or Office 365 account with Sugar in order to display relevant data from Sugar while you interact with prospects and customers. It's the easiest way for customers to have truly personal experiences. You can access contextual information about customers directly from your email tool. Switching between apps is no longer a problem. No touch syncs are easy and automatic. You can fine-tune messages and get insights in real-time based on who, what, and when you are emailing. G Suite and Office 365 give you complete visibility into the health of all your accounts, contacts, leads, and opportunities.

RT SugarStripe makes it easy to manage financial matters in Sugar. RT SugarStripe seamlessly integrates Stripe and SugarCRM, making it the ideal companion for your company. You can manage or track payments while having greater flexibility and convenience. We have integrated the Invoices and payments module with SugarCRM's Opportunities, Accounts, Quotes and Quotes modules to create a seamless and consistent experience for all our clients. All payment-related notifications can be configured and received in Sugar. You can leverage real-time reporting to avoid the hassle of having to go through unorganized payment information. Payment processing support for 135+ currencies means that prices can be easily displayed in your native currency, increasing sales and avoiding conversion fees.

RT GSync will enrich your customer management process and expand the client base. This plugin allows bi-directional synchronization between SugarCRM and Google Contact Information. CRM users can reach any customer via their preferred platform. RT GSync makes it easy to schedule meetings and streamline business communication. RT GSync allows you to stay on top your schedule and synchronizes your calendar entries, e.g. appointments, tasks and meetings, etc. SugarCRM and Google work seamlessly together. Calls from Google are synced in SugarCRM's calls module, appointments or meetings in Sugar's meetings module, and tasks within the tasks module so that all entries appear on both platforms.

SugarCRM modules, including Leads, Contacts and Accounts, can be used to make inbound and outbound calls. You can make calls via web, desktop, or mobile apps - all you need is a mic and speakers. RT Telephony can be your operator. It can manage extensions as well as phone directories. You can use the IVR setting to RT telephony to compose a welcome message, manage voice tone and configure incoming calls. You can also prompt your caller with a series of options that correspond to your custom configuration. RT Telephony does more than just one thing. It supports textual communication as well as verbal communication. You can send and receive SMS messages instantly. Sugar allows you to initiate an SMS conversation by using RT Telephony integration. You can create Campaign Templates from within RT Telephony and send your messages directly to your target list.

RealZips is a global territory manager for Salesforce. The app provides a geographic structure for all Salesforce data based on postal codes, partial postal codes, and zip codes. This allows sales and customer service teams the ability to quickly find potential markets in any area and conduct laser-focused marketing activities and sales activities.

Sugar Sell (formerly SugarCRM), is a unique Customer Relationship Manager solution. It includes functionality that includes sales-force automation and customer support. Sugar Sell gives individuals and teams the freedom to focus on projects and interact with customers to make more sales. Sugar Sell is available to top brands. Get it today. Sugar Sell offers you what other customer management software solutions cannot: A guarantee of an exceptional user experience. In the PCMag's Business Choice Awards, Sugar was 4x a winner for customer satisfaction, reliability, and tech support. Our platform's real power lies in the stories it tells about your customers, your company, and the future of your company. It's the best customer experience tool to use if you want to empower all employees with the right information at the right time before they ask.

Create network diagrams, data flow and entity diagrams. SmartDraw is the most powerful and easy-to-use diagram maker on the marketplace. SmartDraw is the easiest and most powerful diagram maker on the market. Simply choose one of the many included templates (there are literally thousands). SmartDraw will guide you through the rest using intuitive tools and lots more symbols. Smartdraw aligns objects and shapes in just a few clicks, making diagrams feel as if they are made by themselves. You can instantly be productive with hundreds of professionally designed diagram templates. You can choose the most similar template to your project and modify it to fit your needs. Drag and drop symbols from among the thousands available. SmartDraw supports many diagram types, including flowcharts, org charts, and powerful automation that automatically builds your diagram.

MapBusinessOnline.com (MBO) is the perfect alternative to MapPoint. Ex-MapPoint customers tells us that MapBusinessOnline works well because it is very similar in functionality to MapPoint. MapBusinessOnline offers updated maps and associated data, world-class technical support, and avoids the complexity of traditional GIS. MapBusinessOnline.com is a Cloud-based mapping service providing business mapping capabilities since 2010. MBO was created by the same team who originally created Esri’s BusinessMAP, a desktop mapping alternative to MapPoint that has been around for a decade.

RT Personalize is a product that continues to live up to its unwavering commitment for an immersive user experience. This utility plugin makes SugarCRM yours. You can set the font type to your liking. You can highlight important information or sort leads using a custom font. You can customize it to your liking. You can create a custom theme to make your Sugar experience unique. RT Personalize lets you customize the Sugar theme. This is a simple way to integrate your brand identity with Sugar. RT Personalize is optimized and packaged in a way that makes it easy to get up and running in a matter seconds.

TapCRM – Mobile CRM App for Sugar is one of our most popular SugarCRM plugins. This plugin allows you to create a mobile app that your SugarCRM can use to access real-time data. Sugar mobile app can manage virtually all aspects of your business. The best feature of this Sugar mobile app are the custom layouts that allow for a customized view for each user. Get the best now with a free 30-day trial. Survey Rocket is our SugarCRM extension. It's a complete email marketing and automation tool. Your business, just like many others, needs a great marketing tool to attract new customers and manage external communication. Survey Rocket was originally designed to trigger automated surveys. However, it can now manage all types and variations of email marketing campaigns.

CASH for Sugar allows you to grant access to key data in Sugar to dozens, hundreds, and even thousands of other parties. CASH allows you to give limited access to data previously unavailable if you are logged into Sugar. Multi-line sales reps can have access to their accounts to view account details. Customers and vendors can view the status of Sugar projects. Customers can log in to the portal to view support case statuses and add support cases. Customers can log in to the portal to view support case statuses and add support cases. Customers can log in to the portal to view product information including quantity on hand (if it is integrated with your ERP Software).

This utility plugin is free and will improve your workflow. Link records, eliminate clusters and keep everyone on one page. These little guys can be placed anywhere in Sugar. You'll never forget anything! It can be difficult to find your way through data. RT StikiNotes, however, is your best friend for this job. Link to RT StikiNotes to get full speed ahead RT StikiNotes works better than regular sticky notes due to its built-in sharing function. You can share them with your team, as well as allowing them to be thrown anywhere you like. This keeps everyone on the same page and keeps them updated. You can access your StikiNotes anywhere and anytime in Sugar. These notes can be accessed via the StikiNotes button, as well as in all SugarCRM modules.

Sugar Discover provides unprecedented insight into sales performance. This time-aware approach to revenue analysis tracks extensive metrics and historical performance to alert customers proactively to potential issues. Discover also provides root cause analysis without you having to do anything. Sugar is the only CX platform that uses a cutting-edge event stream database to record every customer journey change. This allows you to rewind the past and project the future. Sugar Discover includes key metrics and commonly-used KPIs right out of the box. This eliminates the need to create an analytical database, learn complicated tools, or hire a data scientist. Sugar Discover provides a historical perspective, which is different from standard reporting. It uses data from all points in time to make better decisions. Discover's time-aware technology allows you to understand past performance and make accurate predictions for the future.

Sugar Market is changing the way mid-sized marketing teams reach customers and measure success during the buyer journey. Increase your website traffic and get visibility into their digital interactions. Convert leads with conversion-focused landing pages, emails, and forms that are intuitively built using drag-and-drop builders. These leads can be qualified with multi-step nurture campaigns or sophisticated lead scoring models. Use your marketing automation platform to align with sales by only allowing qualified leads. Sugar Market allows you to easily identify which tactics are effective and where improvements are required. This will allow you to refine campaigns and deliver consistent results. Sugar Market is the marketing automation solution that you need. Sugar Market offers a carefully curated tool set that includes intuitive campaign builders, advanced automation, and superior reporting. This allows marketers to focus on what is most important.

Exceed.ai helps marketers increase their SQL conversion rates by working alongside their team. Our AI-assistant engages with every lead, attends every inquiry, qualifies every lead at scale, in real time with a personalized human-like two-way conversation over Email, Website Chat and SMS. The AI assistant automatically rings in sales when qualified leads are ready for a conversation with a human and book a meeting on your rep's calendar. Exceed integrates seamlessly with your CRM. It automatically updates your marketing automation platform to reflect the most recent lead status. This includes leads who are qualified, change jobs or leave the company. Exceed.ai is helping companies like Monday.com, SugarCRM and LTSE to exceed their goals.

Solodev is a web experience software solution that creates exceptional web experiences. Solodev is a web experience software solution that empowers creators, marketers, and developers to create beautiful websites with unmatched security and scalability. Solodev can also be used with popular business tools like SugarCRM and Microsoft Dynamics, Mailchimp, as well as SalesForce, SugarCRM and Microsoft Dynamics.

Windows Personal Health Records Tool - Free! urNotes was designed for those who need a reliable and secure way to record, graph and print health data on their computer. Data encryption and an embedded database that is self-contained ensures you are the sole owner of your data. This tool will help you achieve your goals. It records blood sugar, blood oxygen levels, blood pressure, exercise and weight, as well as calories, carbohydrates, sodium, sugar, cholesterol, medications, insulin use, allergies and immunizations. Set your target levels of nutrition and glucose. Enter the foods that you eat using the nutrition labels on the food and create your own recipe.

SugarWOD is the best training software for coaches and everyday athletes. A solution that supports your classes, coaches, and community will strengthen your box. SugarWOD powers the Workout Experience, from collaborative workout programming to mobile tracker tracking, You have a back end system for billing, point of sale and payroll. You can now scale your business by utilizing tools that allow you to offer a more professional experience for your clients. SugarWOD makes program management easier, creates a consistent class experience, strengthens your gym's community, and makes it easier to manage. SugarWOD makes programming easier with a large library of WODs, a simple programming tool, multiple users who are able to support your programming, and integrations into paid programming publishers. You can also view the progress, performance, and participation of your coaches and members with deep analytics.

Sugar will charge fees based on the organization. Multiple users can be part of an organization. Under an organization, multiple spaces can be created. In general, it is best to divide spaces into projects or teams. Data is not shared between spaces. Each space has its independent permission management. Sugar requires that you specify the original data source when you analyze and visualize data. The data source is where the data is stored. It is usually the connection address (host name, port number, user name, and password). The database. Dashboards are visual pages that have a cool visual effect. They are usually used on a large screen to visualize real-time data.

Everything you need for exceptional customer experiences. Imagine resolving every customer service inquiry promptly and proficiently--without a single sloppy handoff or having to scramble for purchase histories. Sugar Serve offers everything you need to create exceptional customer experiences. You'll always be ready to provide customers with exactly what they need. You'll always be available to help customers with any issue or interaction, at any time. Today, too many companies are spending time and money to acquire leads and land sales only to see those relationships fall apart because of poor customer service. Sugar Serve makes it easy to keep customers satisfied and returning for more. Sugar Serve is a customer service platform that focuses on the most important features for service agents. This means you will always have access to the exact information you need. SugarLive seamlessly integrates Sugar Serve's power of omnichannel customer interactions into a single service.

Our custom portal solutions are available for various CRM systems. The right choice will optimize your business operations. CRMJetty is your one stop shop for a variety CRM system portal solutions, including Salesforce, SugarCRM, SuiteCRM, and Dynamics. We offer feature-rich, ready-to-launch portal solutions as well as custom portal development services. We have them all, whether you need customer self-service portals or employee portals, vendor portals, affiliate portals, or any other type of portal. Don't wait any longer! Choose the portal solution that best suits your business needs to increase productivity. PortalXpand, a fully customizable and ready-tointegrate Dynamics 365 customer portal, caters to all your business needs. Integrate it to set your customer management apart.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

The MBA Sales Order Entry module provides order processing and order management capabilities. It tracks customer orders and manages back orders. It generates invoices and quotes, and adjusts inventory accordingly. The MBA Accounts Receivable receives invoice information and keeps track of outstanding receivables. Multiple shipping addresses can be added to the customer record. Each shipping address may have a different sales representative. You can search for and review the status of sales orders using many criteria. You can enter quick orders and have invoices printed. This allows you to instantly update your inventory. This can be used for managing point-of-sale transactions. Reports can be used to track sales orders, sales commissions and underselling. Analyze your sales and profits for committed items

Software for salons that grows with your business! Innovative online booking and payment solutions are revolutionizing the way businesses manage their appointments. Our easy-to-use calendar makes it easy to manage your bookings regardless of how busy you are. You can add new details, schedule new appointments, and even block time for long weekends away. Each customer is assigned a record. This includes all previous bookings, contact details, as well as important information such as whether they have 1 or 2 sugars. You can generate detailed reports to help you understand the inner workings of your business and identify the areas that are most likely to grow. Integrated pos solutions allow you to accept both cash and credit card payments, making it easy for your customers. Booket is the best software to use in salons, spas, tattoo studios, and personal trainers.