pitchXO enables users to share their presentations with slide analytics and helps them to know when the next person views them and in which ones they were interested. Users can simply send out a secure link of any document such as PDF, Keynote, PowerPoint, etc. and then can track who views their attachments.
The solution allows users to enable and disables access to any file to keep it confidential. Users can view who is viewing their documents and presentations and which part of that document is getting their interest. The solutions help users to keep their documents secure as the receiver cannot send documents to other people.
pitchXO enables users to use their domain while sharing their files, and they can add their company branding to documents to make them look professional. Users can track the time in which visitors are spending on their documents and can get feedback on all of these files.
Fileboard is a sales platform that enables users to run consistent outbound prospecting at scale and helps in leading more opportunities. The solution offers easy-to-use tools that help in facilitating sales every day. Sales teams can create buckets for their contacts and leads depending on thy collected them or how they are moving on with them.
Users can set up buckets by territories and industries, and they can move their leads from one bucket to another. It enables sales teams to automate and organize their sales tasks with workflows, and users can set up their tasks according to their calendar.
The sales team can send emails or can contact their team members with phones for the streamline flow of their tasks. Users can set up workflows and buckets by using the templates which save their time. Managers can track which approach their team is using and how they are working on the leads.
Osmosis is a useful business proposal writing software that helps sales teams to create, send, and track their proposals and contracts. The software enables teams to keep track of their documents and untangle the process of proposal writing. It comes with branded templates that help sales representatives to create professional templates for their deals.
Sales representatives can store all of their content in a single location and can attach documents for their proposals in minutes. The solution has integration with Salesforce, and users can create and send their proposal documents directly through it. Sales teams can create interactive documents that help them in engaging their customers through videos and live chat.
Osmosis comes with a digital sign-off service that allows users never to download the document to sign it, and they can directly sign in while it is in the system. It offers insights to sales teams to help them in understanding how their customers are interacting with the documents.
#3 Bid Track Sell
Bid Track Sell is a customer relationship management solution that helps manufacturers representatives and distributors to track their relationship with customers when it comes to quotes and products. The software organizes and coordinates all relationships on its platform to help users to spend more time in promoting and selling their products.
The solution helps users in improving their productivity and frees them from paperwork and files. It has digitized everything, and users can update and track their relationship with the customers about their projects, contracts, and quotes. The built-in graph system of the solution helps users to understand the business trends, and users can view the status of their bids and quotes.
Bid Track Sell helps in tracking the bids and quotes and helps distributors in managing post order information and contract modifications. It automatically generates a follow-up reminder to users about their sales and quotes prospects.
Orangedox allows users to track their documents and enables users to share and track the documents. It is a useful place for content creators who want to publish their content online and can track and download metrics. Businesses can use this software for the sales representatives to help in sending sales and marketing material to the customers via email.
The solution helps sales teams to know what the customers view their content and what they downloaded. Businesses can launch marketing campaigns through this solution, and it helps in tracking individual viewership on email campaigns.
Users can set up a secure data room from their cloud storage like Dropbox for customers, and visitors can view files using a specific password. The solution enables users to professionally brand their documents and uses can drive engagement of their customers through their content. It helps users in tracking everything and allows them to know what each user is viewing.
Docalytics is a solution that helps marketers to measure the extent of engagement of their customers with the data that they are presenting. The solution comes with more than fifteen metrics that help users to understand what is going on inside their document and provides them metric page by page.
It enables users to know how many pages users are reading in their documents and how many time they are reading it. Docalytics allows users to know how much time a person is spending on their document or at a particular section of their document.
Users can also know what is getting the most interest of their documents for readers. The solution allows users to attach heat maps to their documents, which enable users to know with which readers are interacting more. Users can collect direct data from these analytics and can optimize their lead generation capabilities.
EngageBay comes with an all-in-one marketing and sales CRM and helps users to acquire, nurture, and engage with the customers. The solution comes with various features such as marketing automation that allows businesses to nurture their audience and increase the efficiency and productivity of their business.
It helps businesses to get a complete view of customers’ journeys and how they interacted with each item in their store. EngageBay allows businesses to send engaging and beautiful emails for marketing campaigns, and they can measure their performance through it.
The CRM solution of the platform helps companies to organize all of their email contacts and grow their sales by building healthy relationships with the customers. The solution allows users to attract more audiences by building up effective marketing and sales campaigns. It enables businesses to engage visitors in live chat and provides them with contact forms to get their information.
Attach allows businesses to track how their prospects are engaging with the products and enable businesses to understand what happens to their documents after they have sent them. It helps companies to know if their customers have opened their documents or not and which pages they read to understand the real engagement of their prospects.
The solution offers businesses complete clarity on which of their customers are interested in their content, and they can stay focus on these clients instead of targeting irresponsible customers. Companies know when their customers are reaching out to them, and they can talk with them, which helps in moving the deal forward.
Attach allows businesses to take back documents or replace them with any other document at the eleventh hour. Businesses can keep their teams organized by providing them with all the content on a single platform. Users can gain insights into their performance and on their prospects about closing the deals.
Tilkee empowers the sales and marketing teams through reliable and actionable data by its data-driven platform. The main of this solution is to align marketing with sales and digital transformation of customer success teams, channel enablement, and product marketing. It comes with a sales enablement solution that not only provides salespeople with advanced solutions but also promotes knowledge-based sales interactions with clients.
The solution helps businesses to come with a single message for both their marketing and sales teams and helps in connecting to the clients to improve their business performance. The data-driven platform enables all the departments of the companies to collaborate to increase the revenue.
Tilkee provides email alerts to users whenever a customer reads their document, which helps users to interact with customers at the right time. Businesses can get analytics on their documents, such as how users are reading them and how they are finding the content.
#9 Peri CRM
Peri CRM is a scalable and intelligent solution that helps in increasing sales and business processes through its effective customer relationship management. The solution offers services in all aspects, from employee management to product management and from customer management to stock management. It provides a simple interface and a useful user experience that enables users to perform all tasks even offline.
The product management system helps users to digitize their manufacturing system and manage their supply chain for the distribution of products. It customer management software onboard customers for the sale of their products and get their complete data for future retailing.
Peri CRM helps employees in managing their stocks and stock orders, and they can organize the coverage of a whole territory through its distribution management system. It offers order management feature that allows companies to display their products on the online store and dispatch them when the customers order them.