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About

We help folks to stay up to date, recall what they’ve previously learned to be more effective during conversations. Reps have the latest tactics and strategy in real-time to enrich prospect calls. Cut down on the slow game of telephone as strategy trickles from senior leaders to the real sales calls. Because reps have go-to questions to start a conversation, the right focus points to maximize relevance and accurate information when going through the details. Copilot lets reps search for the things they didn’t know to look for. When a rep needs an answer, they ask everyone else which distracts the team from selling. The single source for all internal knowledge and customer-facing content and collateral. Have the latest docs one click away and ready to share.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a next-gen Sales Enablement platform

Audience

Manufacturers, wholesalers, and distributors that sell to retail businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Monthly Subscription - Pricing varies
Free Version
Free Trial

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:

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot
Founded: 2021
United States
www.copilotup.com

Company Information

Perenso
Founded: 1994
Australia
www.perenso.com

Alternatives

Alternatives

Inzant Sales

Inzant Sales

Inzant Australia Pty Ltd
Solid

Solid

Codapt lnc
Zenible

Zenible

SAS Data Services Ltd
Onsight

Onsight

Maxxor Business Solutions

Categories

Categories

Sales Content Management Features

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Order Entry Features

Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management

Order Management Features

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Route Planning Features

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

DEAR Inventory
ExcelMaster.ai
Goodcall
InsForge
MINDely
MYOB
Microsoft Dynamics 365
NetSuite
Project Insight
Promptimize
SAGE
SAP ERP
Salesforce
Solid
Supadev
Tableau
Trucking Hub
Xero

Integrations

DEAR Inventory
ExcelMaster.ai
Goodcall
InsForge
MINDely
MYOB
Microsoft Dynamics 365
NetSuite
Project Insight
Promptimize
SAGE
SAP ERP
Salesforce
Solid
Supadev
Tableau
Trucking Hub
Xero
Claim Copilot and update features and information
Claim Copilot and update features and information
Claim Perenso Field Sales and update features and information
Claim Perenso Field Sales and update features and information