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What is Lucy?

Effortlessly convert your PDF purchase orders into sales orders in your ERP system with remarkable speed. Lucy, an innovative and scalable automation solution, expertly handles PDF orders sent by customers through email. With continuous operation, it monitors incoming emails, interprets purchase orders, and promptly generates corresponding sales orders in your ERP system. This process occurs in mere moments, allowing items to be prepared for shipping almost immediately and ensuring a flawless workflow free from errors, downtime, late orders, or additional costs. Each time a client dispatches a system-generated purchase order to your inbox, you will receive an instant alert. I will assist in mapping any critical information from your purchase orders, requiring just a one-time setup. After that, you can relax as I transform each purchase order into an ERP sales order in seconds. Witness a significant decrease in your cost-to-serve as orders are dispatched rapidly, and feel free to use your own test orders to experience Lucy's impressive capabilities directly. There’s no requirement for access to your data or systems throughout this entire procedure. During the first 14 days, you can enjoy unlimited order lines at no cost, giving you ample opportunity to fully test Lucy's features. It's time to revolutionize your order processing and enhance overall efficiency like never before. The future of seamless order management is just a click away.

What is Dear Lucy?

Having partnered with a variety of sales teams, we have developed a deep understanding of their needs. We extract vital sales metrics from systems such as Pipedrive, HubSpot, or Salesforce, and display them through engaging and intuitive dashboards. Furthermore, you have the option to add your own personalized data fields from your CRM, which enriches the standard metrics provided. Dear Lucy consolidates the metrics you choose into a single, easy-to-use interface that is regularly updated and readily available. Equipped with Dear Lucy’s goal engine, you can set adaptable sales objectives and monitor your progress as it happens. The tool assesses actual performance against these goals, utilizing red and green indicators to provide a clear visual representation of your status in relation to your targets. This capability enables a swift and efficient evaluation of your team's effectiveness. You can define goals for a variety of metrics such as sales activities, revenue, offer base, hit rate, and other customized metrics. Additionally, these objectives can be tailored to different levels, including company-wide, team-specific, individual sales representatives, or by pipeline, offering a holistic strategy for managing sales performance. In essence, Dear Lucy empowers teams to engage with their performance data in a meaningful way, promoting accountability and driving results.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
MYOB AccountRight
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
Pipedrive
Pronto Xi
SAP Cloud Platform
SaaShop
Salesforce
Sympa
WeStrive

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
MYOB AccountRight
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Finance
Microsoft Dynamics GP
NetSuite
Pipedrive
Pronto Xi
SAP Cloud Platform
SaaShop
Salesforce
Sympa
WeStrive

API Availability

Has API

API Availability

Has API

Pricing Information

$850 per month
Free Trial Offered?
Free Version

Pricing Information

€149 per month
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

Lucy

Date Founded

2017

Company Location

Australia

Company Website

www.letlucy.com

Company Facts

Organization Name

Dear Lucy

Date Founded

2014

Company Location

Finland

Company Website

www.dearlucy.co/features

Categories and Features

Order Entry

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Categories and Features

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

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

Popular Alternatives

Popular Alternatives

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