Where Sales Teams Perform

Win more business with personalized, customized campaigns that effectively convert prospects and customers and close deals faster.

Team Members Working Together On Sales Charts
Foodservice
Janitorial
Medical
SETVI Enable

Enable Sales Excellence

SETVI Engage

Engage Prospect
& Customers

SETVI Quote

Accelerate
Sales Cycles

SETVI Enable

Personalize & Target Campaigns

Automatically create personalized and customized campaigns for specific prospects and customers that are simple to send thanks to Outlook integration. Email-merge pitches person-to-person or present them face-to-face or remotely on any device.

Create & Share Dynamic Presentations

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 presentation son any device or browser; combined from different sources, including images, video, presentation decks, and more.

Understand What Drives Buyer Action

Monitor email opens, clicks, content views, document downloads, and time spent on various campaign components with real time analytics. Adapt future campaigns and conversations based on results to effectively increase win rates over time.

Learn More

SETVI Engage

SETVI Engage Campaign Results Page Displayed On A Laptop, Desktop, Tablet And Smartphone
Spend More Time Selling, Less Time On Admin

Selling is more manageable with a single source of truth for knowledge and content. Training materials, product information, marketing collateral, customer info and communications, and reporting are all centralized on the SETVI platform.

Better Access, Accuracy & Execution

Quick access to the latest sales materials and pricing info from anywhere enables salespeople to deliver better buyer experiences to prospects and customers. Reps respond with speed and accuracy, building trust and ultimately increasing sales, repeat orders, and AOV.

Generate Reports That Sales Managers Enjoy Reading

Deliver clear, concise automated sales reports that showcase the most critical data (and your big wins) to sales leaders and management.

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

SETVI Quote

Consolidated, Searchable Product Information, Price Lists, Promotions, Manuals, And Sales Materials
Personalize & Target Sales Campaigns

Automatically create personalized and customized campaigns for specific prospects and customers that are simple to send thanks to Outlook integration. Email-merge pitches person-to-person or present them face-to-face or remotely on any device.

Create & Share Dynamic Presentations

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 Drives Buyer Action

Monitor email opens, clicks, content views, document downloads, and time spent on various campaign components with real time analytics. Adapt future campaigns and conversations based on results to effectively increase win rates over time.

Learn More

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 CRM Integrations For Salesforce, SugarCRM, HubSpot And Microsoft Dynamics 365
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?

Request a demo

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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