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What is Pepperi?

Pepperi stands out as the premier unified B2B sales platform tailored for medium to large CPG/FMCG manufacturers and distributors. This comprehensive omnichannel commerce solution oversees every facet of your B2B sales operations and features a powerful trade promotions module. Offering a B2C-like interface, Pepperi encompasses a B2B eCommerce storefront, a mobile order-taking application for iOS and Android, Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting/DSD, and Inside Sales—all within a single, integrated cloud platform that operates seamlessly both online and offline across all devices to enhance B2B sales efforts, whether digital or face-to-face. Moreover, the Pepperi IPaaS (Integration Platform as a Service) ensures your data remains in sync with existing software solutions, including ERPs, accounting systems, and payment and shipping gateways. With a trusted presence among over 1,000 companies across 65 countries, Pepperi also maintains offices in the United States, Europe, the Middle East, and Australia, solidifying its global reach and commitment to client success. This extensive support network enables businesses to maximize their sales potential while navigating the complexities of both online and in-person transactions.

What is FORM MarketX?

Enhance your sales potential with FORM MarketX, a cutting-edge market execution tool designed to provide real-time guidance, tracking, and performance improvements. Its user-friendly drag-and-drop interface enables easy creation and assignment of dynamic tasks, making collaboration seamless. Teams can access contextual support via mobile devices, which streamlines the process of task completion. Gain valuable insights through immediate reporting, which helps ensure that tasks are directed to the right person at the right time, all thanks to our intuitive no-code task builder. Choose from an array of 12 task types, including sophisticated image recognition features, and implement conditional logic to speed up your teams’ responses. You can also set up push notifications and alerts to keep track of results and address arising issues without delay. Additionally, assign photo tasks to your field sales staff, giving them the capability to capture real-time images of executions from any location. Experience the live tracking of merchandising and standard operating procedures (SOPs) with data and images marked with geo-location, timestamps, and user information. Moreover, you can easily view and export images in various formats like PDF, PowerPoint, or via shareable links for straightforward distribution, thus improving teamwork and collaboration. By leveraging this all-encompassing platform, your organization can significantly boost operational efficiency and achieve superior outcomes in every aspect of market execution, ultimately leading to enhanced customer satisfaction.

Media

Media

Integrations Supported

Dropbox
FORM OpX
Intact Xline
MYOB
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
Oracle CRM On Demand
PayPal
Publitas
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 50
Sales Robots
Salesforce
WordPress
Xero

Integrations Supported

Dropbox
FORM OpX
Intact Xline
MYOB
Microsoft 365
Microsoft Azure
Microsoft Dynamics 365
Microsoft Dynamics 365 Business Central
Microsoft Teams
Oracle CRM On Demand
PayPal
Publitas
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 50
Sales Robots
Salesforce
WordPress
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25 per user 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

Advantive

Date Founded

2022

Company Location

United States

Company Website

www.pepperi.com

Company Facts

Organization Name

FORM.com

Date Founded

2002

Company Location

United States

Company Website

www.form.com/products/field-sales-management-app/

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Multi-Channel eCommerce

Catalog Management
Channel Management
Data Synchronization
Email Marketing
Inventory Management
Marketplace Integration
Mobile Commerce
Order Management
Promotions Management
Returns Management
SEO Management
Shopping Cart
Social Commerce

Order Entry

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

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce 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

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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