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Alternatives to Consider
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monday sales CRMLeveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.
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Dispatch ScienceDispatch Science streamlines and enhances every aspect of your delivery process. Functioning as a Transport Management System, it automates, optimizes, and oversees all necessary operations for delivery businesses to thrive. The platform facilitates order booking and customer relationship management through a self-service portal, alongside features like pricing, real-time tracking with predictive estimated times of arrival, returns management, proof of delivery, barcode scanning, billing, and driver administration, all supported by an intuitive mobile app for iOS and Android. Additionally, it excels as a route management tool, adeptly handling scheduled route oversight that seamlessly integrates with numerous on-demand and planned routes. The robust API further enables automation to extend to various third-party applications, including accounting software, eCommerce platforms, and additional logistics services. This versatile solution caters to a diverse array of industries where delivery services are essential, including sectors such as courier and parcel delivery, eCommerce last-mile logistics, manufacturing distribution, third-party logistics (3PL), food and beverage distribution for restaurants, as well as medical, hospital, and pharmaceutical deliveries, and finally, retail last-mile distribution. By harnessing the power of Dispatch Science, businesses can not only improve efficiency but also enhance customer satisfaction through timely and reliable deliveries.
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Resco Field Sales+Enhance your sales team's capabilities by integrating Microsoft Dynamics 365 and Salesforce data through Resco Field Sales+, a mobile application specifically crafted to optimize field operations. This innovative tool enables the management of customer information, opportunity tracking, and order processing directly from the field, thereby boosting overall productivity and enhancing customer engagement. Designed with an offline-first approach, Field Sales+ ensures your team can access and update client information, sales reports, and orders even in locations with poor internet connectivity. This makes it particularly beneficial for sales representatives operating in remote areas, bustling urban environments with inconsistent networks, or in situations where maintaining connectivity is crucial. The application is equipped with features such as route optimization, automated reporting, customizable dashboards, and digital asset management, all aimed at streamlining sales processes. These functionalities facilitate the management of leads, the preparation of quotes, inventory oversight, and real-time performance tracking. By using Resco Field Sales+, your team can concentrate on closing sales and nurturing customer relationships while having uninterrupted access to vital sales information. This not only enhances their efficiency but also enables a more effective approach to meeting customer needs. The result is a sales operation that is agile, informed, and ready to respond to challenges in real-time.
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JOpt.TourOptimizerWhen creating software solutions for Logistics Dispatch, you may encounter various challenges, including those related to staff dispatching for mobile services, sales representatives, or other workforce issues; managing truck shipment allocations for daily logistics and transportation needs, which involves scheduling and optimizing routes; addressing concerns in waste management and district planning; and tackling a variety of highly constrained problem sets. If your product lacks an automated optimization engine to address these complexities, JOpt can be an invaluable addition, providing you with the tools to reduce costs, save time, and optimize workforce efficiency, allowing you to focus on your primary business objectives. The JOpt.TourOptimizer is a versatile component designed to tackle Vehicle Routing Problems (VRP), Capacitated Vehicle Routing Problems (CVRP), and Time Windowed Vehicle Routing Problems (VRPTW), making it suitable for any route optimization tasks in logistics and related sectors. Available as either a Java library or a Docker container that incorporates the Spring Framework and Swagger, this solution is tailored to facilitate seamless integration into your existing software ecosystem.
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C2CRMClear C2 recognizes that each business has unique requirements. As a result, C2CRM has been crafted to let you choose the features that best suit your needs. Our CRM solution is not only budget-friendly but also adaptable as your business expands. C2CRM consists of four interchangeable modules that together form a comprehensive CRM package: Customer Service, Sales Automation, and Marketing Automation, all designed to enhance efficiency. At the heart of our offering is the C2CRM Relationship Management module, which serves as the foundation of our system. It encapsulates all the essential logic necessary for managing your business relationships effectively. Equipped with integrated dashboards and reporting tools, you can gain a holistic view of your accounts, contacts, activities, and automated workflows, ensuring that you are always informed and ready to make strategic decisions. This level of insight is crucial for driving growth and improving customer satisfaction.
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RepfabricRepfabric is an innovative customer relationship management (CRM) platform that integrates seamlessly with your email to provide extensive features for managing contacts, calendars, and tracking deals. Imagine easily overseeing your commissions from the CRM to the point of sale, thus removing the hassle of spending long hours on Fridays inputting weekly activities. With Repfabric, you have the convenience of updating all your data directly from your mobile device right after each call. You can swiftly record sales conversations using voice-to-text technology within a minute while the details are still fresh, ensuring nothing slips your mind. Gain insights into client interactions and potential opportunities by reviewing account activities, and access sales metrics and trends from manufacturers right through the mobile application. If you find yourself unexpectedly available due to a canceled sales appointment, there's no need to fret. You can take advantage of the Nearby feature to identify the closest client and maintain your productivity with face-to-face meetings. Our dedicated customer care team is committed to making your transition effortless and stress-free, enabling you to focus on growing your business. Additionally, our experienced data team, well-versed in various CRMs and legacy commission systems, handles all the intricate tasks, so you can devote your energy to what truly counts: your success. This combination of features and support ensures that you’re always equipped to meet your clients’ needs effectively.
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Bullseye Store LocatorBullseye stands out as an innovative dealer and store locator platform that effectively attracts a larger client base. Unlike typical locators, Bullseye empowers businesses to interact with customers through localized content, enhance lead generation, and boost foot traffic. Additionally, it fosters strong connections between companies and their agents, dealers, and other partners. Partners appreciate Bullseye for its SEO-optimized landing pages and its automated system for managing leads in real time. The platform allows for seamless integration of partner pages into your website, showcasing their work and establishing customer trust. With two decades of expertise, Bullseye encompasses all the essential features one would anticipate from a contemporary locator service. These features include intuitive search interfaces, a robust API, detailed reporting, third-party integrations, and comprehensive tools for managing users, categories, locations, custom data fields, and location oversight. Overall, it serves as a thorough solution for organizing all location-related information and guiding customers to dealers, agents, stores, and other sites, ultimately driving business success. Furthermore, the platform continually evolves to meet the changing needs of its users, ensuring sustained relevance in a competitive market.
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D&B HooversD&B Hoovers accelerates the journey from prospecting to establishing profitable client relationships more efficiently. By identifying crucial prospects and potential areas for growth, it serves as a powerful sales acceleration tool that leverages data and analytics. B2B sales professionals can engage with clients swiftly, enhancing their business development efforts. With access to comprehensive intelligence across more than 120 million business records, users gain valuable insights that empower their marketing and sales strategies. The platform features an intuitive interface alongside automated workflows, including alerts, triggers, and smart lists, which simplify the user experience. Furthermore, D&B Hoovers merges Dun & Bradstreet's extensive commercial database with advanced analytics to deliver a robust sales intelligence solution. This service also offers versatile search and list-building capabilities, real-time alerts, in-depth company profiles, and insightful research reports to support informed decision-making in the sales process. Overall, D&B Hoovers positions your organization for success by enhancing the efficiency and effectiveness of your sales efforts.
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DemandFarmDemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.
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RouteGenieEverything essential for your NEMT program is included. RouteGenie optimizes your daily operations by delivering the most cost-effective scheduling based on the capacity of your vehicles, leading to a notable 10%-20% decrease in both vehicle mileage and the number of vehicles needed on the road. Daily operations can be unpredictable with no-shows, driver absences, vehicle issues, and newly added trips. DispatchGenie responds to these changes in real-time, making quick dispatching decisions and efficiently handling multi-loading of trips. Transportation providers can pull in trips from a variety of sources, necessitating a centralized system to manage all this data effectively. ImportGenie offers superior real-time integrations that ensure smooth information transfer into your existing systems. Additionally, BillingGenie simplifies the billing process, which is essential for sustaining your business's financial viability, covering everything from broker billing to CMS 1500 forms. With these comprehensive tools, your NEMT program is equipped to thrive and adapt to any challenges that arise.
What is Salesforce Maps?
Boost your team's productivity on every journey and in any setting with features tailored for detailed routing, territory optimization, and instant updates from the field. Utilizing route optimization along with the automatic documentation of activity data allows for significant time savings in planning, administrative tasks, and travel duration. This efficiency empowers you to focus on high-priority nearby leads and service appointments within each opportunity in the field. By harnessing critical business insights, such as lead importance and account classification, you can effectively prioritize and scale your daily customer visits. For those in need of advanced functionalities, opting for Salesforce Maps Advanced unlocks additional capabilities for intricate geo-visualization, superior route optimization, and comprehensive analytics. Seamlessly merge crucial account and user data with the territory planning and assignment process to enhance coordination. By eliminating cumbersome manual planning efforts, you can effortlessly analyze multiple scenarios with agility and precision. Moreover, territories can be automatically balanced according to the most pertinent characteristics, enabling you to strategically organize daily routes based on team access, thus maximizing field productivity and efficiency. This comprehensive strategy ensures that your workforce remains prepared to address challenges as they emerge, creating a more agile and responsive operational framework. With these enhancements, your team can operate at peak performance, adapting swiftly to changing conditions in the field.
What is EasyTerritory?
Effortless territory mapping for sales and field service within Dynamics 365, Power BI, and Excel is made possible through our highly-rated solution available on Microsoft AppSource. EasyTerritory is recognized as the leading web-based mapping software tailored for the management of sales territories, planning service capacity, and delivering geospatial business intelligence, all seamlessly integrated with Microsoft Dynamics 365, Excel, and Power BI. Even for those who do not use Dynamics 365, EasyTerritory provides flexibility by also supporting Excel, Power BI, and SQL Azure. This robust tool finds application in diverse industries such as logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our goal is to alleviate the complexities involved in territory mapping and management. With EasyTerritory, sales managers can effortlessly create and modify territories for their representatives through an interactive map, which not only boosts operational efficiency but also aids in strategic planning. Consequently, organizations are better equipped to optimize their resources, ultimately enhancing sales performance and driving growth. By streamlining these processes, businesses can focus more on their core activities and less on administrative tasks, leading to improved overall productivity.
Integrations Supported
Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Salesforce
Integrations Supported
Azure IoT Hub
Azure SQL Database
Dynamics 365 Field Service
Microsoft Dynamics 365
Microsoft Dynamics 365 Marketing
Microsoft Excel
Microsoft Power BI
Salesforce
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
Salesforce
Date Founded
1999
Company Location
United States
Company Website
www.salesforce.com/products/sales-cloud/tools/empower-field-workforce/
Company Facts
Organization Name
EasyTerritory
Date Founded
2015
Company Location
United States
Company Website
www.easyterritory.com
Categories and Features
Fleet Management
Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management
Location Intelligence
Behavioral Analytics
Data Visualization
Demographic Data
Geocoding
Geofencing
Location Tracking
Predictive Analytics
Trade Area Analysis
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
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 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