Where Sales Campaigns Thrive

SETVI Engage personalizes and automates new product launch, sales, and promotional campaigns to deliver superior results from sales representatives.

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Team Members Working Together To Launch A Rocket

Engage Prospect
& Customers

Create & Deploy Effective Campaigns

Boost
Productivity

Sell More
Sell Smarter

Engage Prospects
& Customers

SETVI Engage Campaign Results Dashbord
Personalize & Target Sales Campaigns

Automatically generate personalized and customized campaigns for specific prospects and customers.
Email-merge pitches person-to-person, or present them
face-to-face or remotely on any device.

Build & Send Dynamic Sales Materials

The most up-to-date, approved collateral is always at hand-
at home, at the office, on the road or offline. Search, access, and create immersive presentations on any device or browser; combined from different sources, including images, video, presentation decks, and more.

Understand What Content Drives Buyer Action

Monitor email opens, content views, document downloads, and time spent on various campaign components in real time. Adapt future campaigns based on results, and effectively close the sales and marketing feedback loop.

SETVI Engage Campaign Results Dashbord
Consolidated, Up to Date Sales And Marketing Content Resources

Create & Launch Effective Campaigns

Consolidated, Up to Date Sales And Marketing Content Resources
Design, Schedule, Send & Replicate Winning Campaigns Using My Campaigns & Company Templates

Sales reps can save best-performing campaigns into their personal My Campaigns collection to quickly replicate winning sales materials and mailings. Salespeople also have access to company templates to ensure consistency of campaigns, even in distributed or outsourced teams.

One-Click Deployment

Marketing staff and sales admins are equipped with the necessary tools to create campaigns and send emails on behalf of reps. When a campaign is ready, sales people receive automatic notifications and approve and send campaigns with a single click or tap, saving time on outreach and follow-ups.

Unmatched Deliverability

Campaign emails originate from the rep's email, with lead and customer group lists mail-merged to receive personal messages one-to-one, not as mass or bulk emails. This reduces the likelihood of emails being lost in spam filters, requiring additional email follow-ups from salespeople.

Boost Productivity With Automation

SETVI Engage Campaign Results Page Displayed On A Laptop, Desktop, Tablet And Smartphone
Integration With Top Email & CRM Solutions

Combining SETVI Engage with leading platforms like HubSpot, Microsoft Dynamics, Salesforce, or Sugar CRM helps to personalize email campaigns with important CRM data. Prospects and customers are targeted with the most relevant messages, offers, and promotions, while their interactions with campaigns are updated in individual record details.

Simplified Email Automation

We intentionally built SETVI Engage for ease of use, with automation features focused on getting sales representatives up and running fast so that they spend more time selling and less time learning needlessly complex new systems.

Reps choose a preset template or create their own, select sales content to send, add an auto-generated dynamic link, hit send, then track and respond to the recipient's interactions with the campaign via simplified real-time analytics. That's it.

SETVI Engage Campaign Results Page Displayed On A Laptop, Desktop, Tablet And Smartphone
Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials

Sell Smarter Using Data-Driven Insights

Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials
Monitor Email Results With Campaign Analytics

Monitor email opens, content views, document downloads, and time spent on various campaign components in real-time. Adapt future campaigns based on results and effectively close the sales and marketing feedback loop.

Understand How Sales Collateral Performs With Content Analytics

End the guesswork about what content reps use to generate successful actions by prospects and customers. Instead, content analytics enables marketers to focus time on creating more of what works to sell.

Reach & Surpass Sales Targets With Team Analytics

Track individual sales representative usage to identify the content, habits, and methods used by deal-winning performers. Establish best practices to repeat successful executions team-wide and help all salespeople consistently hit and surpass sales targets.

Assure Best Practices With Email Governance

SETVI Engage Sales Analytics Dashboard
Reach The Inbox, Not The Spam Filter With Customizable Email Settings

Keep sales team email habits healthy, and reduce the risk of campaign messages stuck unopened, flagged as spam and deleted due to "spray and pray" or other ineffective email tactics.

Consistent email policy application is accessible and flexible with built-in customizable email governance tools that control and manage how reps use email in the SETVI platform, and how and when prospects and customers receive messages. This ensures all salespeople engage at appropriate levels.

Establish limits to control the number of daily emails ends, send times, and send frequency on a user basis, on a domain level, or by recipient.

Improve Message Deliverability With Email Warming

Set reps up for success with outbound sales campaigns to new prospects that are automatically "warmed" by email sending at a gradual rhythm until messages are recognized as reputable and credible.

SETVI Engage Sales Analytics Dashboard
SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365

Streamline Workflow With Integrations

SETVI CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
Leading ERP, PIM & CRM Platforms

Akeneo PIM
HubSpot
Infor
Microsoft Dynamics
Oracle
Plytix
Sales Layer
Salesforce
Salsify
SAP
SugarCRM

Mobile Native Apps

iOS iPhone & iPad
Android Smartphones & Tablets

Plugins

Microsoft Outlook

See All Integrations
SETVI helped us to consolidate sales and marketing across twenty-two territories with hundreds of reps, each selling dozens of Middleby brands.

We needed a platform that's simple, intuitive, and enables reps to cross-sell all our offerings. SETVI helped us to do that.

Mark Easterday

Executive Vice President
Middleby Brands Sales
We get anecdotal feedback from our sales leaders constantly on how SETVI increases customer and rep engagement.

The proof is clear when I view SETVI analytics. We now consistently generate sales on items that rarely sold before using this platform.

Glenn Harbison

Director of Digital Marketing & Ecommerce
Penn Jersey Paper

Ready To Accelerate Your Sales?

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Founded in 2014, SETVI is a technology company that creates industry cloud solutions designed to drive sales excellence for companies in manufacturing and distribution industries.

© 2021-2022 SETVI, Inc. All Rights Reserved.
All other trademarks are the property of their owners.
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