Seamless integrations for enhanced sales performance

SalesCare is designed to seamlessly integrate with your company’s digital backbone, ensuring that data flows freely between systems, benefiting every stakeholder involved in the sales process. By connecting to key sources of information, SalesCare enhances the accuracy and relevance of service agreements, empowering your sales team to deliver tailored solutions with confidence.

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Future-proof flexibility

SalesCare is built to grow with your business. As your needs evolve, SalesCare can easily integrate with new systems or expand existing connections, ensuring that you always have the tools and data you need to drive sales success.

Whether you’re leveraging full-scale integrations or utilizing SalesCare as a stand-alone tool, you’re equipped to maximize every opportunity.

Integrating SalesCare with your existing systems unlocks a host of benefits. When customer master data from your CRM, installed base data, and operations data are readily available, your sales reps are armed with the insights they need to craft service agreements that truly meet customer needs.

SalesCare not only streamlines this process but also ensures that your data remains current and accurate.

Automate, integrate, and accelerate your sales process

SalesCare can automatically create or update CRM opportunities when quotes are sent, ensuring that your sales pipeline is always up-to-date without the need for manual entry.

Exporting service agreement details to contract management systems allows for smooth transitions from sales to contract fulfillment, while integration with digital signage systems can enable instant, legally binding agreements right at the point of sale. And with easy access to document databases, your sales team can pull up detailed service descriptions or sales materials as needed, keeping the conversation focused and informed.

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Common integration includes:

Customer Master Data: Pull data directly from your CRM to personalize and streamline customer interactions.
Installed Base Data: Access and update equipment information during customer visits, ensuring that your records are always up to date.
Life cycle management data: Leverage lifecycle status to refine service recommendations and benchmarking.
CRM Opportunities: Automatically create or update opportunities when quotes are sent, keeping your sales pipeline accurate.
Contract Management: Export finalized service agreements for seamless contract execution.
Digital Signage Systems: Enable immediate, legally binding agreements at the point of sale.
Document Databases: Access and share detailed service descriptions and sales materials directly within SalesCare.

Quick start, full power: SalesCare’s stand-alone capabilities

While integrations with your digital ecosystem enhance the power of SalesCare, it’s important to note that SalesCare is equally effective as a stand-alone tool. Whether you’re a smaller unit without complex systems or simply prefer to start quick without involving other systems, SalesCare delivers robust functionality right out of the box.

You can still take advantage of all the features that make SalesCare exceptional—such as dynamic service configurations, real-time quoting, and customer collaboration—without needing to connect to other systems.