Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Veriam Reviews & Ratings
    3 Ratings
    Company Website
  • Eurekos Reviews & Ratings
    70 Ratings
    Company Website
  • Moxo Reviews & Ratings
    194 Ratings
    Company Website
  • Pipefy Reviews & Ratings
    583 Ratings
    Company Website
  • Popl Reviews & Ratings
    5,654 Ratings
    Company Website
  • CredentialStream Reviews & Ratings
    161 Ratings
    Company Website
  • HubSpot CRM Reviews & Ratings
    24,151 Ratings
    Company Website
  • Referral Factory Reviews & Ratings
    345 Ratings
    Company Website
  • SocialLadder Reviews & Ratings
    20 Ratings
    Company Website
  • Air Reviews & Ratings
    642 Ratings
    Company Website

What is Valuecase?

Valuecase is a cutting-edge platform designed to enhance customer onboarding and streamline sales workflows by fostering collaborative environments that enhance teamwork, automate tasks, and track engagement levels. It includes dynamic onboarding timelines with due date alerts and assigned responsibilities, which greatly reduces the need for manual follow-ups. The platform offers fully automated personalization, showcasing relevant content and autonomously adjusting plans based on various criteria. Users enjoy centralized dashboards that provide valuable insights into task management, onboarding progress, and customer interaction statistics. Valuecase integrates effortlessly with customer relationship management tools such as Salesforce and HubSpot, enabling smooth data updates and synchronization. Moreover, it supports a variety of content formats, including PDFs, videos, forms, and scheduling tools, allowing users to efficiently share resources within one cohesive interface. Adhering to GDPR regulations, the platform ensures secure monitoring of customer activities while safeguarding their data. Users also have access to pre-designed templates based on best practices and personalized training and support to enhance their experience. By simplifying processes and improving communication, Valuecase ultimately strives to boost operational efficiency and elevate customer satisfaction. With its comprehensive features, Valuecase establishes itself as an essential tool for modern businesses looking to optimize their customer engagement strategies.

What is Forward?

Forward empowers sales teams to close deals and onboard clients more efficiently than ever. Its engagement platform consolidates resources, stakeholders, sales tools, and interactions into one cohesive digital workspace, promoting effortless collaboration, an exceptional experience, and quicker buyer decisions. The platform's digital sales rooms can be easily shared through a single link and are equipped with a variety of powerful features. These include real-time collaboration to ensure seamless advancement of deals, insightful analytics for monitoring engagement, strategic planning of mutual actions to keep negotiations on track, and automated personalization to gain a competitive advantage. With Forward, sales teams can take charge of their deals, minimize obstacles, and boost conversion rates effectively. To help you explore the most effective strategies for advancing your sales, Forward provides a complimentary trial. This allows potential users to experience firsthand how the platform can transform their sales processes.

Media

Media

Integrations Supported

Calendly
Google Docs
Google Drive
Google Sheets
Google Slides
HubSpot CRM
Typeform
Vidyard
Airtable
HubSpot Meetings
Jotform
Make
Miro
Pipedrive
Pitch
Salesforce
Seenit
Tolstoy
YouTube
Zapier

Integrations Supported

Calendly
Google Docs
Google Drive
Google Sheets
Google Slides
HubSpot CRM
Typeform
Vidyard
Airtable
HubSpot Meetings
Jotform
Make
Miro
Pipedrive
Pitch
Salesforce
Seenit
Tolstoy
YouTube
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

€29/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

Valuecase

Date Founded

2021

Company Location

Germany

Company Website

www.valuecase.com

Company Facts

Organization Name

Forward

Date Founded

2021

Company Location

United Kingdom

Company Website

www.dealforward.com

Categories and Features

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

Popular Alternatives

Popular Alternatives

ClearSlide Reviews & Ratings

ClearSlide

Bigtincan