Shark Byte Sales and Estimating CRM Integrations

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Cosential assists commercial Architecture, Engineering and Construction (AEC), firms increase revenue, decrease costs of winning business, and end chaos using its "Growth and Relationship Management", software and services for CRM, proposal and marketing. Cosential is the industry leader in AEC. Over 1,000 AEC firms have seen their annual revenue increase by 1% or more over the past 20 years. They also saw a significant increase in productivity in key business development steps by up to 50%. See a 30-minute demo.

XOi enables field service businesses throughout North America to enhance their operations by utilizing eco-friendly technologies and reducing the need for multiple truck rolls. Each technician already has access to a high-definition camera, and with XOi, they can efficiently document their work sites in a secure manner. This improvement leads to superior record-keeping, a decrease in customer disputes, and potentially lower insurance premiums. It's a fact that sending out an additional truck, costing nearly $600, can severely diminish your profit margins. Instead, consider equipping your technicians with a comprehensive content portal that includes training manuals, wiring diagrams, and manufacturer resources, along with the option for virtual coaching to prepare them for any challenges they might face on the job. As the workforce faces a shortage, with over 30 million field service positions expected to remain unfilled by 2020, XOi creates a vital link between inexperienced technicians on-site and seasoned professionals in the office. This innovative approach not only enhances service delivery but also ensures a smooth transition of knowledge and skills, effectively tackling the looming talent gap in the industry.