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SETVI Quote and Order- Revenue Enablement For Distribution Businesses

By SETVI

Save time and maximize profit with frictionless quote and order management.

No Ratings
Starting at $16   USD/user/month
Business Need
Finance

SETVI Quote and Order saves time and maximizes revenue and profit for distribution companies with quick, accurate, AI-powered quote and order management. We enable sales representatives to close larger orders faster and more efficiently.

Compatibility

Salesforce Editions
Enterprise

App Details

Version
Setvi/OEP 1.2.0
Listed On
02/22/2021
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 25
Custom Tabs: 18
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/29/2020

Additional Details

SETVI Quote and Order and Salesforce is a powerful combination for distribution companies that seek to maximize operational efficiencies, sales representative performance, promotions results, and revenue velocity. Our proprietary AI-driven search and selling engine taps into distributor product, inventory, pricing, and promotions data within Salesforce. SETVI Quote and Order instantly generates accurate quotes and orders, and uncovers hidden selling opportunities with guided reorder, upsell, cross-sell, and bundle suggestions. Sales reps focus on developing deeper client relationships instead of mining for affinities among a myriad of brands and SKUs. SETVI Quote and Order is configurable with management-approved account and pricing rules that reduce manual order entry and management. Error-free workflows enable deals to move from proposal to quote, to order, to order processing in record time. Customers get precisely the products they were quoted, with pricing and delivery times uniform between quotes and orders. Reducing order error results in fewer returns, write-offs, and discounts, helping to maintain profit margins.

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