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What is SalesDataFlow?

The combination of data science and machine learning in operations management plays a crucial role in refining the oversight of sales and commissions across various lines. This encompasses a meticulous division of commission assignments with effective tracking and a systematic comparison of earned versus collected commissions. By analyzing shipments across different lines and channels, businesses can gain a deeper insight into the design-in pipeline, which can accelerate the closure of design-ins through AI-generated action recommendations. Moreover, visualizing each team member's input into the pipeline enhances accountability and boosts performance levels. Customized design-in tracker reports are designed for principals, enabling individualized discussions with sales teams to maintain alignment and focus on objectives. The examination of multi-channel shipment data necessitates preprocessing and cleaning to extract valuable insights, while also monitoring customer purchases across an array of channels and lines. Comprehensive shipment reports and distributor evaluations, which consider point of sale, point of purchase, and inventory metrics, are vital for making informed decisions. The system is equipped with reporting features, integrations, and APIs that align seamlessly with most CRM platforms, ensuring that automated updates and tailored reports reach the respective partners' CRMs efficiently. In addition, it effectively manages design-in registrations, call reports, and design-trackers, all within an advanced cloud application crafted specifically for manufacturers and their representatives, thereby optimizing operations and boosting productivity. By harnessing these sophisticated tools, organizations can not only enhance their sales strategies but also elevate their overall operational effectiveness and responsiveness to market changes. This integrated approach fosters a culture of continuous improvement and innovation within the sales teams.

What is BoldTrail Back Office?

A comprehensive cloud-based back office solution that is designed to be mobile-friendly and streamline operations. It enhances efficiency and precision by automating various back office tasks, ensuring that data flows effortlessly without manual input. This solution is capable of integrating with multiple CRMs and tools, allowing for a cohesive workflow. The customer service team is both attentive and well-organized, ready to assist clients with their needs, and additional professional services are offered to further support users. Key features include Transaction Management, Commission Automation, Accounting, Agent Management, and detailed Reporting and Analytics. BoldTrail places a strong emphasis on delivering exceptional client support. Moreover, it boasts knowledgeable and responsive customer service, an open API, and a robust integration marketplace. Clients can expect a structured implementation process and comprehensive product documentation, ensuring that they are well-equipped to utilize the service effectively. The availability of professional services enhances the overall experience, making it a versatile solution for diverse business needs.

Media

Media

Integrations Supported

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations Supported

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5 to $60/month/user
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

SalesDataFlow

Company Location

United States

Company Website

salesdataflow.com

Company Facts

Organization Name

BoldTrail

Company Location

United States

Company Website

boldtrail.com/platform/

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

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