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SETVI Quote and Order- Revenue Enablement For Distribution Businesses
Save time and maximize profit with frictionless quote and order management.
Overview
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.
Centralize product, inventory, pricing, promotions, and rebate data in a single, accurate catalog. AI-powered search enables reps to access and share 100% precise info on countless brands and SKUs to boost average order value and increase client trust.
Quotes and orders are fast, frictionless, and bolstered by a recommendation engine fueled by buying history, undersold items, prices, and available inventory and promotions. Reps uncover selling opps, quote and order swiftly, and close deals faster.
Our native SETVI Quote and Order app for iOS and Android smartphones and tablets keep quotes and orders flowing flawlessly from home, office, other facility, and on the road. Reliably relay quotes and orders online or in person, with or without internet.
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.
Categories
- Business Needs
- Finance
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package