SmartSales logo

SmartSales

by EASI · Since 1999
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorEASI
Year launched1999
StatusActive
LocationParis 26-28, Rue de Londres 75009 Paris - France
Countries servedGlobal
Languages3
Integrations17+
Free tier
Free trial
Contact sales

About SmartSales

SmartSales is a field sales enablement platform from EASI that supports sales automation and sales management. It combines Adfinity Accounting and financial management software, SmartSales Field sales application, and Smartshare Collaborative software for modern teams so users can take orders on the spot and reduce sales administration. Additionally, it includes Spoom Enterprise Performance Management software and Salesforce adoption and integration. This comprehensive tool is designed to improve productivity for sales teams operating in the field. Key capabilities: Adfinity Accounting SmartSales Field Application Smartshare Collaborative Software Spoom Performance Management Salesforce Integration Best for: sales teams that need effective sales management solutions in mobile environments.

SmartSales is a versatile field sales enablement platform tailored to make on-the-road selling more efficient. Its user-friendly interface simplifies customer data management, visit planning, order processing, and performance tracking. The platform supports seamless integration with existing CRM and ERP systems, allowing data to flow effortlessly between systems. It functions on both mobile devices and web browsers, with offline capabilities that ensure no productivity is lost in low-connectivity areas. The core features include a centralized customer database, customizable visit reports, real-time communication, and a dynamic product catalog, enabling sales reps to present, order, and follow up swiftly. Its advanced KPIs and customizable dashboards offer managers insight into team activities and sales performance, helping steer strategies more accurately. The platform’s document management and presentation tools facilitate professional communication, ensuring sales teams always have access to the latest marketing materials. Planning modules and calendar integrations optimize scheduling, while features like geolocation targeting improve customer reach and prioritize visits. The software is highly adaptable across various industries such as pharmaceuticals, food & drinks, retail, and medical sectors.

Pros & Cons

What users like
  • +User-friendly interface
  • +Seamless in-field order management
  • +Strong data centralization
  • +Real-time sync with back-office
  • +Extensive integration options
What users flag
  • May require technical setup for integrations
  • Offline mode depends on device storage
  • Initial training required for full feature utilization
  • Limited information on customer support plans

Features

Key features

Customer Information Management
Provides access to detailed customer data and history, enabling personalized sales interactions.
Visit Reports
Streamlines visit planning and post-visit documentation, with custom templates and automatic storage for future reference.
Communication
Ensures real-time synchronization between field reps and back office through in-app messaging.
Document & Presentation Management
Centralizes marketing and sales material, facilitating instant updates and personalized presentations.
Catalog & Order Taking
Offers real-time product availability, instant discounts, and immediate order processing integrated with ERP systems.
Customer Profiling & Targeting
Uses geolocation and customizable criteria for efficient prospecting and customer management.
KPIs & Reporting
Provides real-time dashboards, Excel exports, and Power BI integration for performance analysis.

Additional features

Customer Database
Detailed customer records with contact info, order history, and interaction logs.
Visit Reports & Forms
Structured templates for capturing customer info during visits, stored for future reference.
Real-Time Communication
Instant messaging and notifications between field reps and back-office.
Document Management
Central repository to upload, share, and update sales materials and presentations.
Catalog & Order Processing
Mobile product catalogs for quick ordering and discount application.
Planning & Calendar
Appointment scheduling with integrations into Google or Exchange calendars.
Performance Dashboards
Custom widgets tracking KPIs, sales targets, and activities.
Team Oversight
Features like MyTeam module for managers to supervise and guide their teams.
Offline Mode
Functionality available without internet, syncing data when reconnected.
Integration Ready
Easy integration with existing ERP, CRM, and BI tools.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Starting From

EUR 79

Countries & Languages

Global
Countries served
3
Interface languages
1
Billing currencies

Interface languages

EnglishFrenchDutch

Billing currencies

🇪🇺EUR

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