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What is Torch CRM?

Torch CRM serves as an all-encompassing solution for customer relationship management, specifically designed for manufacturers' representatives, rep agencies, and various B2B sales teams that operate primarily through quotations. This platform integrates essential components such as accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into a single cohesive workspace. Users can effectively track their pipelines based on territory and principal, create PDF quotes, follow up on pending quotes, manage tasks and activities, import commission data, and evaluate sales and payout metrics. Moreover, the integrated voice assistant, Ginger, aids in transcribing calls and preparing CRM updates for users to review, enhancing efficiency. The web application also boasts smooth integrations with Outlook and Quickbase, private API access, strong role-based access controls, multi-factor authentication, an audit log for monitoring changes, and capabilities for data export. To further improve user experience, a dedicated iPhone app allows field access, enabling users to check accounts, contacts, quotes, tasks, and sales information while on the move. Additionally, customers can benefit from a 30-day money-back guarantee, with Torch Automation providing the option to develop customized features that cater to specific business requirements. This ensures that every user enjoys a tailored experience. Ultimately, Torch CRM emerges as a multifunctional tool that enhances the sales workflow for B2B teams, making it an indispensable asset in today’s competitive landscape.

What is Optymyze?

Improve the efficiency of the salesforce by providing actionable insights into performance through mobile applications. Enhance trust and transparency within the salesforce by implementing clear communication strategies and well-structured governance processes. Streamline the creation of compensation plans for analysts by utilizing an advanced compensation model builder. Increase the effectiveness of sales commission management through improved procedures for dispute resolution and payment management. Drive higher quota attainment among the salesforce by offering practical performance insights that are readily accessible. Promote transparency and trust by openly communicating quotas and any adjustments within the salesforce framework. Simplify the process of establishing quotas for analysts with a state-of-the-art quota model builder that enhances usability. Expand the quota setting process's effectiveness by equipping analysts with a diverse array of quota analysis tools that facilitate informed decision-making. Ultimately, enhance the salesforce's overall execution by providing detailed map-based visualizations that present territory-level data in an easily digestible format. This approach will not only inform strategies but also promote a culture of accountability and performance within the salesforce team.

Media

No images available

Media

Integrations Supported

Microsoft Outlook
Quickbase

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.

Pricing Information

Pricing not provided

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Company Facts

Organization Name

Optymyze

Company Website

www.optymyze.com

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

Channel Management

Incentive Management

Commission

Incentive Programs

Compensation Management

Incentive Programs

Sales Analytics

Not specified

Sales Compensation

Not specified

Sales Enablement

Territory Management

Sales Force Automation

Channel Management
Performance Metrics
Territory Management

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