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What is TradeOne CRM?

TradeOne CRM is an all-encompassing platform crafted to oversee customer relationships and business operations, particularly suited for the trading, distribution, and manufacturing industries. This integrated solution unifies a variety of features, including lead management, field operations, delivery oversight, inventory control, and payment collections, all accessible through a single web and Android interface. With respect to sales, it provides tools for tracking leads and inquiries, monitoring customer interactions, setting reminders for follow-ups, and creating quotations and sales orders. In the realm of field operations, users benefit from functionalities such as beat planning, geo-tagged visit tracking, and oversight of attendance, leave, and travel expenses. The delivery management system simplifies processes with efficient route planning, location-based tracking for deliveries, and a well-organized approval mechanism. From a financial perspective, it supports payment collection, manages outstanding debts, keeps detailed customer ledgers, and generates aging reports without necessitating an ERP system. Stock control involves overseeing purchase orders, maintaining comprehensive product records, tracking inventory levels, and managing stock movements in and out of the enterprise. Additionally, the platform enhances team collaboration with features for task approvals, private messaging, group chats, and thorough dashboards and reporting capabilities. Users subscribed to the Professional plan have the added advantage of ERP integration, ensuring seamless data synchronization. Moreover, the optional Jenefa AI add-on empowers users to interact with their CRM data using everyday language, significantly improving the ease of information access and retrieval. This dual functionality of TradeOne CRM not only streamlines various business operations but also enhances the overall user experience, making it a valuable asset for any organization.

What is Sterison SFA?

Effectively oversee and assess daily sales operations, encompassing dispatch, supply, and delivery processes. With real-time data at your fingertips, you can boost sales closures by 45% while streamlining integrations. This approach is expected to result in an 18% reduction in sales cycle duration and a 14% decrease in time spent on sales administration. The system offers a versatile framework featuring shareable modules and a customized base design. It ensures complete visibility into tasks, sales objectives, transactional data, order tracking, accounts receivable, and more. Users can quickly access delivery schedules and maintain an up-to-date inventory overview. Additionally, there is comprehensive insight into the activities of sales representatives, enabling them to track sales orders in real-time and evaluate key performance indicators (KPIs). Furthermore, the platform provides a broad perspective on sales targets and KPIs. This resource also details effective strategies for marketing products in the marketplace. Furthermore, it supports real-time tracking of orders, inventory levels, invoices, and account settlements, while also highlighting available promotions and discounts on products. Finally, it emphasizes the importance of gathering extensive data regarding customer preferences and demands for various products.

Media

No images available

Media

Integrations Supported

Integrations Supported

Sterison Image Recognition

API Availability

API Availability

Pricing Information

$7/month/user

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Android
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

TradeOne CRM

Date Founded

2017

Company Location

India

Company Website

tradeonecrm.com

Company Facts

Organization Name

Sterison Technology

Date Founded

2019

Company Location

India

Company Website

www.sterison.com

Categories and Features

CRM

Not specified

Categories and Features

Field Sales

Not specified

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Sales Force Automation

Call Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Field Sales Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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