For Life Sciences & Healthcare, Consumer Goods, Financial Services, Insurance, and other verticals
Manage HCPs, pharmacies, market cycles, and sample drops. Train and educate sales reps using best practices and remote visits.
Manage customers, orders, sales and post-sale activities. Integrate sales and services, and increase revenue through the service channel.
Manage products, catalogs, orders, invoices, stock, and deliveries. Conduct shelf audits and optimization, along with point-of-sale visit planning and optimization.
Manage customers, prospects, and policies. Create customized quotes and compare them to the competition. Generate contracts, obtain digital signatures, and collect payment on the spot.
Manage customers, agents, brokers, and listings so closing deals is faster and easier.
Key features by business need
Share and manage information by from a single source of truth, accessible both on- and offline. If your team is on the go, make sure they have the information they need to close the deal.
Enable your teams to share information with stakeholders at the right time, in the right format. This solution supports face-to-face or remote meetings.
Increase productivity and save time at the POS by simplifying your audits with Einstein Vision. Gain actionable insights that will give you the edge over your competition.
Automate the signature process while keeping it secure. Our solution will help your team manage contracts and terms of sale so they complete sales faster.