Infinitely Configurable CRM
No two businesses or sales processes are alike. Because of its unique complexities, they cannot be solved by a fixed software approach. Traditionally, this has been addressed by software customization. However that is expensive, has long lead-times and issues related to scalability and maintainability. Assistive CRM has been built from the ground-up to deliver most customization needs through configurability rather than code changes. With a short turnaround time, it is scalable, cost-effective and easy to maintain.
Reduce the need to lean on standardized meetings, calls or tasks with Assistive's CRM activity builder. Design activities to collect new product feedback, get competitor information, purchase intent, inventory share or get any similar data. You can instantly roll them to your sales team and get objective insights, without any lead time and improve time to market.
The infinitely configurable workflows are designed to automate any kind of activity you can imagine. Keep a track of customers like wishing on their birthdays or special occasions or notify them when their order is shipped. For Managers, it can configure notifications to inform if a large deal is trending towards a loss or when a sales person is absent without notice. The configurable workflow features for customers or managers, does it all.
Instant Reports & Dashboards
A fully-featured in-built business intelligence and reporting tool helps users to build their own reports and dashboards using an easy-to-use WYSIWYG interface. Choose from pre-built templates, or customise your own. And if you want a more sophisticated or complex template, our data analysts build one especially for you using AWS’s QuickSight in less than a day.
Flexible Master Data Management
Master data entities such as customers, opportunities, contacts, hierarchies and products, etc are fully configurable. Tailor your customer types, capture video of a site visit in an opportunity, get five types of prices for a product or rename the entity types through the intuitive configuration options of master data management.
Assistive’s is one of the best CRM software for field teams. It helps us collect data from over 100 field salespeople across the Gulf region and send instant analytical reports. When we walk into the office in the morning, the automatic sales reports are already waiting in our mailbox. This innovative CRM software has helped us win many clients and is a deal breaker.
Thanks to Assistive CRM software, we have managed to automate our manual sales process across Asia and Australia into a mobility-based solution, with details of every account over the cloud. Key account managers can see results, any time, across the region. This has helped us to improve our digital transformation and improve sales capabilities.
Assistive CRM software has made a huge impact on our sales reports, making it easy to track number of customer visits with realistic numbers. The support has been excellent. I am glad to be working with the right partner who understands our requirements. We have never come across a situation when the Assistive team has said No, or that it is not possible to any challenge we throw at them.
Mario Gibson Nadar
Before Assistive CRM software, we evaluated many sales CRM apps and choose them over the others for the innumerable configuration options that meet our business requirements. It is now very easy for us to manage field sales operations in a simple click. We are delighted that we choose the right partner for our field sales CRM needs.
We faced several challenges with the earlier B2B CRM tool that we used using both in service and modifications. We wanted multiple options as we did not want a standardized application and our requirements have always been changing. Assistive is the best B2B CRM software for lead management that gave us the flexibility and speed we wanted. During our assessment, we received positive feedback about the team and their service levels and it continues with every interaction.
Prior to Assistive : CRM software, we were using a globally renowned CRM solution but we were not happy with its performance. Assistive’s rich functionality and endless configurability options met our business requirements perfectly. It made CRM implementation in Ambuja Cement the fastest ever, creating a new milestone company wide.
Prior to Assistive CRM, we were using a well-known B2B CRM tool in flexibility but the localization required for the Indian market was very limited. We evaluated multiple field CRM solutions and choose Assistive for its well established and stable CRM tools. We faced no issue during transition. The process was seamless and very fast.
Assistive is one of the best B2B and B2C CRM tool whose solution has been key to bring reality to our vision of getting a complete insight of our field sales execution. It has been a great tool to manage distribution, merchandising and loyalty projects for our high profile clients. The support of the team and their availability for suggesting approaches for better project management has been amazing.