Where Sales Leaders Perform
SETVI empowers sales management pros to
prepare, guide and lead sales teams to success
through high-value interactions with buyers.
SETVI Enable
Onboard & Train
For Success
SETVI Engage
Drive Sales
Team Results
SETVI Quote
Optimize Quoting Pipeline Visibility
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SETVI Enable
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Central, Single Source Of Accurate Data
Get new sales reps on a fast track to success with access to a wealth of customized training materials. Product, brand, marketing, and customer content are centralized and packaged to make learning easy.
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Modernize Onboarding & Sales Team Training
New and veteran salespeople access the most up-to-date training documents and videos to keep their product, brand, and promotion knowledge fresh. Promote training at all levels to encourage each member of the sales team to improve skills continuously.
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Standardize Sales Strategy & Processes
Ensure every rep completes the onboarding process and obtains the training needed to sell effectively. Track and monitor team member engagement with onboarding and training collateral to address gaps in knowledge proactively.
Learn MoreSETVI Engage
Superior Sales Campaigns & Customer Engagement
Access a custom results dashboard with a dedicated user interface for each sales rep. Performance meetings become brief and efficient- ensuring each sales team member spends time selling effectively.
Uncover New Sales Opportunities
Uncover a proven selling formula that solidifies customer relationships and closes deals with codified tools, processes, knowledge, measurement, and sales cycle forecasting.
AI-Fueled Sales Proven To Drive More Revenue
Track top sales talent to identify the content, habits, and methods used by deal-winning performers. Establish data-driven best practices to repeat successful executions team-wide and help all salespeople consistently hit and surpass sales targets.
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SETVI Quote
Protect Profit Margins With Automatic Price & Quote Approvals
Satisfy customers with guaranteed quote accuracy while assuring profit margins with customer quotes based on definable margins configurable in SETVI Quote's pricing rules.
Create preset pricing rules and approvals to ensure an error-free workflow that systematically moves proposals to quotes, to customer acceptance, to order processing.
Get Full Visibility Into The Quoting Pipeline
Obtain up-to-the-minute views into exactly where quotes are in your pipeline, on the aggregate, or drilldown to account, customer, or sales representative levels of data. Keep track of what quotes have converted into orders to have real-time visibility into sales revenue.
Uncover Hidden Sales Opportunities
Set product rules to define what items are compatible for upselling, cross-selling, and bundling specific to each customer's business type. Intelligent quotes are based on specific buyer needs, requirements, historical quote data and approved pricing.
Learn MoreOptimize Rep & Revenue Performance
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Increase Close Rates
Identify top performers, and their best campaigns and actions to help inform more effective sales strategies. Follow essential indicators to anticipate time to close and progress to quota.
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Forecast & Shorten Sales Cycles
Use engagement and activity analytics of sellers and buyers to more accurately forecast sales cycles. Anticipate and address the tempo of activity with campaigns that activate customers and prospects with the right info and offers, delivered at the optimal time.
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Reach & Surpass Sales Quotas
Train and inspire every team member to apply proven win strategies and tactics that drive responses and results with real-life buyers, raising the level of achievement for all reps.
Data-Driven Insights
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Automated & Custom Reports
Keep the C-suite well-informed with concise weekly, monthly, or quarterly reports delivered straight to their inbox. Send results via automatic dashboard exports, or set up custom reports configured to exacting requirements.
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Reinforce Accountability With Data
Propel sales team motivation with an easy-to-understand data dashboard so that each rep understands what actions are required to hit individual targets and group goals.
Streamline Workflow With Integrations
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
What our customers are saying
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SETVI helped us to consolidate sales and marketing across twenty-two territories with hundreds of reps, each selling dozens of Middle by brands.
We needed a platform that's simple, intuitive, and enables reps to cross-sell all our offerings. SETVI helped us to do that.
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