About SalesPad
SalesPad is a software from SalesPad designed to improve profitability for distributors by using ERP data. Key capabilities include smooth integration with existing ERP systems, advanced analytics to identify profit opportunities, and tools to reduce customer churn by improving relationships. Best for: distributors seeking to improve their margins through data-driven insights and solutions.
SalesPad, now rebranded as Cavallo, is a specialized distribution and order-to-cash software designed to enhance the efficiency of businesses that rely heavily on inventory, sales, and customer relationship management. Originally launched in 2003, its primary purpose is to simplify and automate complex order management and inventory processes, particularly for businesses using Microsoft Dynamics GP and Dynamics 365 Business Central. Key features include advanced order entry, customer relationship tools, document management, barcode scanning, warehouse management, and intelligent workflows that provide users with clear visibility across the entire order-to-cash lifecycle. The user interface of SalesPad is intuitive and organized to meet the needs of distribution-driven companies. Its layout prioritizes clarity, with easily navigable tabs for sales documents, customer data, and inventory tracking. A standout design element is its dashboard that allows users to view real-time data on sales performance, stock levels, and customer activity. The interface minimizes complexity while offering a high degree of control, making it user-friendly even for non-technical staff who require quick access to critical information.
Pros & Cons
- +Streamlines order-to-cash workflows for distributors.
- +Deep integration with Dynamics GP and BC improves ERP value.
- +Strong inventory and document management features.
- +Offers AI-powered profitability and order intelligence via Cavallo platform.
- +Excellent support infrastructure with knowledgebase and community portal.
- −The rebranding of SalesPad to Cavallo caused confusion and a lack of clear communication for some users.
- −Some users find that the platform can be complex to set up initially.
- −Detailed pricing information is not transparent and requires a quote.
Features
Key features
- Workflow Management
- Streamline and automate business processes for various document types.
- Inventory Visibility
- Get a quick, single-screen view of inventory across multiple companies and locations.
- Purchasing Functionality
- Efficiently generate purchase orders directly from backordered items.
- Cost Savings
- Eliminates the need for some users to have full ERP licenses.
- Customer Information
- Access all customer data, from order history to special pricing, on a single screen.
Additional features
- Sales Order Entry
- Easily enter quotes, orders, and invoices in a consistent and configurable screen.
- Data Exporting
- Export data from columnar grids directly into Microsoft Excel.
- Document Splitting
- Manage documents by unique characteristics for fulfillment.
- Online Proofing
- Review and approve all types of files (images, PDFs, videos, 3D models, websites) directly from a web browser.
- Sales Document Tasks
- Create and assign tasks related to a specific sales document.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About SalesPad
SalesPad is a software from SalesPad designed to improve profitability for distributors by using ERP data. Key capabilities include smooth integration with existing ERP systems, advanced analytics to identify profit opportunities, and tools to reduce customer churn by improving relationships. Best for: distributors seeking to improve their margins through data-driven insights and solutions.
SalesPad Details
SalesPad's In-App Market Place
Does SalesPad have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
3
Mini Apps
SalesPad Mobile
SalesPad Inventory Manager
SalesPad Desktop
Pricing Options
Accepted Payment Currencies
USD ($), CAD (C$)
Pros & Cons
- Streamlines order-to-cash workflows for distributors.
- Deep integration with Dynamics GP and BC improves ERP value.
- Strong inventory and document management features.
- Offers AI-powered profitability and order intelligence via Cavallo platform.
- Excellent support infrastructure with knowledgebase and community portal.
- The rebranding of SalesPad to Cavallo caused confusion and a lack of clear communication for some users.
- Some users find that the platform can be complex to set up initially.
- Detailed pricing information is not transparent and requires a quote.
SalesPad's Support Options
Documentation
https://support.cavallo.com/kbCommunity Forums
https://support.cavallo.com/communityChatbot
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