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What is Xvoyant?

Efficiently identify and prioritize the improvement areas for each sales representative. The coaching experience is fully integrated with Salesforce, as Xvoyant's intuitive design complements your existing sales stages and organizational frameworks. In minutes, you can access essential success factors through simple drill-down options and explore various "what if" scenarios. Xvoyant provides outcomes that are evaluated objectively against set process benchmarks, thereby removing emotional biases and defensiveness from the equation. By transforming historical Salesforce activity data into a predictive modeling tool, it enables leaders to focus their coaching efforts on representatives who will gain the most from guidance. The platform uses machine learning and data analytics to deliver a thorough understanding of the actual status of each deal in your pipeline. You can establish stage verifiers to keep track of crucial inflection points for every deal, making certain they advance and ultimately close. Furthermore, Xvoyant acts as a centralized hub for planning, scheduling, documenting, and monitoring coaching sessions and objectives, which cultivates a more systematic approach to sales development. This all-encompassing tool not only simplifies the coaching process but also encourages accountability and fosters growth among team members, ultimately enhancing the overall effectiveness of the sales team. By leveraging such capabilities, organizations can ensure their sales representatives are continually evolving in their roles.

What is Upvise?

Effectively oversee your leads by meticulously tracking phone calls, meetings, notes, and tasks to rapidly assess their potential. Understanding the current stage of each opportunity, the key participants, the advancements made, and the likelihood of a successful closure is essential for every lead. Being able to accurately project your sales figures for the upcoming week, month, and quarter is also crucial. Customize your Sales Pipeline to fit your specific requirements by modifying the number of stages in the sales cycle and evaluating the closure probability for each phase. Gain immediate access to detailed reports that outline the overall activity levels of each sales representative, encompassing their meetings, notes, phone calls, and any unique forms they have used. Set reminders for deals that have not received updates within a designated period to ensure no opportunities slip away. Motivate your sales team by showcasing their real-time commissions on every deal, fostering an environment that balances competition and collaboration. The comprehensive dashboard provides a quick overview of upcoming tasks and key performance indicators for your team, keeping you updated on their progress and overall effectiveness. This holistic strategy not only streamlines sales workflows but also empowers your team to reach their goals with greater efficiency and enthusiasm. By implementing these practices, you can significantly enhance your team's productivity and drive better results in your sales efforts.

Media

Media

Integrations Supported

Desktop.com
Kynection KIM
Salesforce

Integrations Supported

Desktop.com
Kynection KIM
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$12.00/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

Xvoyant

Date Founded

2016

Company Location

United States

Company Website

www.xvoyant.com/sales-performance-improvement-platform

Company Facts

Organization Name

Upvise

Date Founded

2008

Company Location

Singapore

Company Website

www.upvise.com

Categories and Features

Sales Coaching

Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Categories and Features

Field Service Management

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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