The app allows for the preparation, sharing, updating, and analysis of sales materials directly on an iPad. Employee and team structures can be set up with minimal effort, and sales materials can be created from existing files for presentations.
Manage leads and accounts with real-time updates. Search for prospects and companies. Engage in personalized outreach. Track activities and performance. Access key features on-the-go.
The app is a sales tool for mobile sales forces and bar coded showrooms. It increases productivity and business anywhere, integrating with multiple business software platforms.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Record and analyze customer conversations to identify key insights and improve communication. Automatically generate notes from calls. Provide feedback on speaking patterns to enhance service quality and sales effectiveness.
Manage customer interactions with task lists and communication tools. Track sales performance and team progress. Access resources for customer service and business management. Organize schedules and streamline administrative tasks.
Manage team performance and communication remotely
Manage team performance with real-time feedback and goal tracking. Assign tasks, monitor progress, and send messages. Generate reports and conduct virtual meetings. Integrate with existing sales systems for data synchronization.
Track sales orders and generate reports in real time. View product inventory and customer information. Sync data with the central system and receive updates on order status.
View modules, stream podcasts, and receive notifications. Share trackable files like videos and documents. Record and submit role-plays for feedback. Access sales content and practices on mobile.
Access customer-facing content, sales training, and buyer insights in one place. View information online or offline across devices. Receive AI-driven content suggestions. Generate personalized sales pitches for customers.