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What is Epicor SalesProGo?

Accessing real-time information about account statuses, inventory levels, sales trends, and a range of other metrics enables team members to significantly improve the quality of their engagements with customers. Tailored for mobile use, SalesProGo provides your team with crucial tools that help them evolve into trustworthy business partners for all commercial accounts. Team members have the ability to verify product availability, such as batteries and consignment goods, assess account-specific pricing, and place orders instantly while on the go, all while sharing the latest promotional materials designed to enhance sales and profitability. Moreover, it facilitates the quick documentation and resolution of any issues that could impact sales and customer satisfaction. It is essential that every team member, including those in warehouse and delivery roles, is aware of and addresses the unique requirements of each account. Epicor SalesProGo offers a robust collection of productivity resources that aid sales professionals and managers in better organizing and executing their daily sales and administrative responsibilities, thereby promoting superior overall performance and customer interactions. By leveraging these tools, teams can function more cohesively and effectively, resulting in increased success in their sales initiatives. This comprehensive support not only enhances individual productivity but also fosters a culture of collaboration within the organization.

What is Upland Altify?

Upland Altify focuses on boosting business revenue by refining customer interactions, which ultimately propels growth. Their methodology, termed Customer Revenue Optimization (CRO), equips sales teams to seize crucial opportunities, enhance revenue within key accounts, and improve sales execution through better collaboration across the entire revenue team. Widely adopted by numerous sales professionals, leaders, and executives, Altify’s CRO applications integrate seamlessly with the Salesforce platform, facilitating ongoing optimization of customer revenue and sales success. The ALTIFY SALES PROCESS MANAGER provides a well-structured and proven sales framework that increases the likelihood of achieving successful outcomes for all parties involved. This tool is customized to meet unique business requirements and relies on effective industry templates, offering a visual representation of the sales process along with vital content and resources that support sales personnel in progressing opportunities through the sales pipeline. Furthermore, by implementing these tools, organizations can cultivate a culture of continuous enhancement in their sales strategies, which contributes to greater competitiveness in the market while ensuring that sales teams are equipped with the necessary skills and insights to thrive.

Media

Media

Integrations Supported

AccuRoute
Epicor Eagle
Epicor Indago WMS
Epicor Vision
LinkedIn
LinkedIn Sales Navigator
NAPA TRACS
Quip
Salesforce
Upland Intelligent Capture
ZoneBilling

Integrations Supported

AccuRoute
Epicor Eagle
Epicor Indago WMS
Epicor Vision
LinkedIn
LinkedIn Sales Navigator
NAPA TRACS
Quip
Salesforce
Upland Intelligent Capture
ZoneBilling

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Epicor

Date Founded

1972

Company Location

United States

Company Website

www.epicor.com/en-us/products/digital-commerce/epicor-salesprogo/

Company Facts

Organization Name

Upland Software

Date Founded

2010

Company Location

United States

Company Website

www.altify.com

Categories and Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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