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About

Assette changes the way you communicate investment results by making personalized content creation easy. Create stunning pitch books, client reports, fact sheets, and more while your competitors are wasting time manually scrubbing data and laboring over brand guides. Assette was founded by asset managers. We’ve been there – tracking down data, verifying accuracy, monitoring version control. Assette simplifies your work by letting you easily create, review, and deliver accurate, on-brand investment content instantly.

About

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales provides a customizable and intuitive order screen to improve customer conversations and allow up-selling and quick order entry enabling your reps to sell better in the field. Other features include store checks, content management & sharing, customer targeting, route planning, objectives, ranking & ranging, integrations, and reporting & analytics.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Asset management, investment, mutual funds, VC, mutal funds, hedge funds

Audience

Manufacturers, wholesalers, and distributors that sell to retail businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Monthly Subscription - Pricing varies
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Assette
Founded: 1998
United States
www.assette.com

Company Information

Perenso
Founded: 1994
Australia
www.perenso.com

Alternatives

Alternatives

Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd
Showcase Workshop

Showcase Workshop

Showcase Software
Onsight

Onsight

Maxxor Business Solutions

Categories

Categories

CRM Supported
Field Sales Supported
Order Entry Supported
Order Management Supported
Route Planning Supported
Sales Enablement Supported

Sales Content Management Features

Audio / Video Recording Not Supported
Audio File Management Not Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Not Supported
Content Recommendations Not Supported
Email Management Supported
Engagement Analytics Not Supported
Interaction Tracking Not Supported
Personalization Supported
Sales Partner Management Not Supported
Sales Training / Onboarding Supported
Video File Management Supported

Sales Enablement Features

Collaboration Not Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Not Supported
Meeting Management Not Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Not Supported
Territory Management Supported
Training Management Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Not Supported
Internal Chat Integration Not Supported
Lead Scoring Not Supported
Marketing Automation Integration Not Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Field Sales Features

Activity Tracking Supported
Channel Management Not Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Not Supported
Fast Estimates Not Supported
Inventory Management Supported
Invoices Not Supported
Lead / Opportunity Management Not Supported
Online Payments Not Supported
Order Management Supported
Quoting Not Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Not Supported
Visit Scheduling Supported
Workflow Management Supported

Order Entry Features

Back Order Management Not Supported
Customer Database Supported
Inventory Management Supported
Order Fulfillment Not Supported
Order Management Supported
Real Time Order Entry Supported
Remote Order Entry Supported
Shipping Management Not Supported
Warehouse Management Not Supported

Order Management Features

Back Order Management Not Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Not Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Not Supported
Shipping Management Not Supported
Special Order Management Not Supported

Route Planning Features

Capacity Planning Not Supported
Drag & Drop Scheduling Supported
Driver Management Not Supported
Emergency Dispatch Not Supported
GPS Tracking Supported
Performance Metrics Supported
Route Costing Not Supported
Territory Management Supported

Sales Force Automation Features

Call Management Supported
Campaign Management Not Supported
Channel Management Not Supported
Commission Management Not Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Not Supported
Opportunity Management Not Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Integrations

DEAR Inventory Not Supported
MYOB Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft PowerPoint Supported
NetSuite Not Supported
SAGE Not Supported
SAP ERP Not Supported
Salesforce Not Supported
Tableau Not Supported
Xero Not Supported

Integrations

DEAR Inventory Supported
MYOB Supported
Microsoft Dynamics 365 Supported
Microsoft PowerPoint Not Supported
NetSuite Supported
SAGE Supported
SAP ERP Supported
Salesforce Supported
Tableau Supported
Xero Supported
Claim Assette and update features and information
Claim Assette and update features and information
Claim Perenso Field Sales and update features and information
Claim Perenso Field Sales and update features and information