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What is EBP CRM?

Boost your productivity by utilizing the data you have accumulated in your CRM without the hassle of re-entering it! Take advantage of third-party synchronization to effortlessly embed a quote into your sales management system directly from the opportunity sheet of your customer management application, thereby creating a distinct link between opportunity statuses and quote statuses. Furthermore, the General Data Protection Regulation (GDPR) aims to establish a cohesive framework for data protection throughout Europe, showcasing the evolution of technology. It is vital to grasp the needs and behaviors of your prospects and clients in order to ensure effective follow-up and facilitate business expansion. Your CRM software enables you to store all commercial interactions, such as emails, phone calls, and letters, which allows you to monitor the advancement of sales opportunities and craft targeted marketing strategies that resonate with your target audience. By effectively utilizing these resources, not only can you refine your overall business strategy, but you can also foster stronger relationships with your customers and drive long-term success. Embracing these practices will lead to an enhanced competitive edge in your industry.

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.

Media

Media

No images available

Integrations Supported

Agicap
Bonx
My DSO Manager
OrderScan
Smart Inventory Manager

Integrations Supported

Microsoft Outlook
Quickbase

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

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

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ebp

Date Founded

1984

Company Location

France

Company Website

www.ebp.com/logiciel-crm

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Categories and Features

CRM

Not specified

Categories and Features

Commission

Not specified

CRM

Not specified

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