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What is Perenso Field Sales?

Boost your field sales by 20% while simultaneously cutting down on administrative tasks with our comprehensive sales automation solution. Perenso Field Sales equips businesses with advanced technology designed to enhance their selling capabilities in the field. The platform boasts a wide range of features aimed at connecting with the right audience and delivering accurate information to facilitate optimal deals, thereby improving efficiency and maximizing revenue. This versatile sales execution platform caters to wholesalers, manufacturers, and distributors of all sizes, especially those targeting retail businesses. It includes capabilities for bulk data import and export as well as bulk content upload and automatic matching features. The user-friendly interface allows for easy content searches, and users can send emails directly from the application. Multiple diary entries for calls can be created simultaneously, and the intuitive management system simplifies scheduling. You can also repeat bulk scheduled calls and access product information directly within an order screen tailored to your business needs. Additionally, the platform allows you to capture photos and make notes, which can be consolidated into comprehensive reports on competitors. Progress tracking and goal setting are available at any time within the application, enabling users to establish targets across a diverse range of metrics for enhanced performance. Overall, this solution positions your sales team for greater success in a competitive market.

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.

Media

Media

Integrations Supported

DEAR Inventory
Epicor Eagle
Epicor Indago WMS
Epicor Vision
MYOB
Microsoft Dynamics 365
NAPA TRACS
NetSuite
SAGE
SAP ERP
Salesforce
Tableau
Xero

Integrations Supported

DEAR Inventory
Epicor Eagle
Epicor Indago WMS
Epicor Vision
MYOB
Microsoft Dynamics 365
NAPA TRACS
NetSuite
SAGE
SAP ERP
Salesforce
Tableau
Xero

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

Perenso

Date Founded

1994

Company Location

Australia

Company Website

www.perenso.com

Company Facts

Organization Name

Epicor

Date Founded

1972

Company Location

United States

Company Website

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

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

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

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

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

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 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

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

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