Manage deals with real-time updates and notifications. Access meeting details, contact information, and notes. Connect notes to records and sync with Microsoft Teams. Update records remotely and stay informed of pending actions.
The app provides access to SMP information for users. It allows management of customer and contact details, review of sales history, and logging of activities.
Create and send invoices, estimates, and orders. Process payments securely. Manage product inventory. Design and track GPS routes. Set territories. Integrate with Quickbooks, SAP, Freshbooks, Excel, and Xero.
The app organizes emails from customers or deals together. It tracks status, notes, and details for each customer, allowing users to find deals needing attention with pipeline filters.
Practice sales conversations by interacting with customer roleplay characters. Configure scenarios for training, assess responses, and refine questioning techniques to identify customer pain points and solution fit.
Log customer interactions with notes, photos, and follow-up reminders. Track progress and performance metrics. Manage schedules and optimize routes using territory maps and traffic data. Export reports and sync data across devices.
The app provides access to account data online and offline. Users can manage customers, contacts, and sales orders, while also reviewing analytics and completing surveys.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.