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What is SmartSales?

SmartSales is an all-in-one CRM tailored for field sales, designed to simplify operations by minimizing paperwork and allowing sales representatives to boost their productivity, potentially reclaiming up to 90 minutes each day. Its robust territory management system facilitates geolocation and segmentation of potential clients and prospects, ensuring that inventory, pricing, and documentation information are always accurate and current. Users can effortlessly track their activities, personalize their experience, and generate comprehensive visit reports with concise notes. The app emphasizes action, enabling instant order placements and removing unnecessary delays. Traditionally, sales representatives have faced the challenge of managing extensive paper documents and product catalogs, lacking real-time visibility into inventory levels during client interactions, which often results in the tedious task of manually entering signed orders into the CRM later. Furthermore, the risk of presenting outdated marketing materials can result in lost opportunities. SmartSales effectively tackles these issues, allowing sales teams to concentrate on selling rather than getting bogged down with administrative duties. By implementing this innovative solution, organizations can enhance their sales processes and achieve better results in a competitive market.

What is Showcase?

Showcaseâ„¢ is a mobile application crafted for efficient management of catalogs, orders, and files, specifically for sales and marketing professionals. It is compatible with both Android devices and iPad tablets, offering a seamless content management system that grants full visibility into essential brand elements, including product catalogs, pricing information, and marketing materials. Notably, the application includes offline functionality, allowing users to maintain their business operations even in the absence of an internet connection. Showcaseâ„¢ provides a range of package options to cater to diverse user needs: the all-inclusive Showcase Suite, which integrates all features and modules for sales and marketing; the Showcase Catalog, which focuses on the Catalog, Customer, and Order modules; and the Showcase Sales Library, which is specifically designed for document management within the Sales Library. With these flexible options available, users can choose the package that aligns best with their individual business requirements and working preferences. This ensures that every professional can optimize their workflow and enhance productivity effectively.

What is Attach?

It's essential to understand the journey of your sales materials after they've been sent out, as this allows you to monitor their usage, track potential client engagement, and identify which pieces are effective in sealing deals. By gaining insights into who views your documents, which specific sections capture their attention, and who they might share the files with, you can effectively gauge their level of interest. Focus your efforts on prospects within your pipeline who engage with your content, while also reaching out to those who are less responsive to encourage their involvement. Knowing the ideal times to connect and the topics that resonate can equip you to take decisive actions that can advance your deals significantly. In instances where the wrong file is sent, there's no need for concern; you can easily modify or swap it for another version even after delivery. To keep your documents secure, consider implementing password protection, setting expiration dates, or revoking access as needed, ensuring that sensitive information does not fall into the wrong hands. Tools like Attach provide crucial insights into customer interactions with your materials, allowing for the strategic timing and personalization of your follow-ups for maximum impact. Furthermore, this platform promotes collaboration between your sales and marketing teams by maintaining a central repository of approved content, which ultimately boosts the effectiveness of your overall strategy. Such alignment not only streamlines communication but also enhances the overall performance of your sales initiatives.

Media

Media

Media

Integrations Supported

Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage Accounting
Salesforce
Sugar Sell
Wufoo
Zapier

Integrations Supported

Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage Accounting
Salesforce
Sugar Sell
Wufoo
Zapier

Integrations Supported

Exact
HubSpot CRM
HubSpot Customer Platform
IBM Cloud
Mailchimp
Microsoft 365
Microsoft Excel
Microsoft Exchange
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Oracle Cloud Infrastructure
SAP Cloud Platform
Sage Accounting
Salesforce
Sugar Sell
Wufoo
Zapier

API Availability

Has API

API Availability

Has API

API Availability

Has API

Pricing Information

$59 per user per month
Free Trial Offered?
Free Version

Pricing Information

$15 per user per month
Free Trial Offered?
Free Version

Pricing Information

$10 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

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

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

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

EASI

Date Founded

1999

Company Location

Belgium

Company Website

easi.net/en

Company Facts

Organization Name

Showcase

Date Founded

1995

Company Location

United States

Company Website

www.showcasecloud.com

Company Facts

Organization Name

Cirrus Insight

Date Founded

2011

Company Location

United States

Company Website

attach.io

Categories and Features

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

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

Categories and Features

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

Categories and Features

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team 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

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