Where Sales Leaders Perform

SETVI empowers sales management pros to prepare, guide and lead sales teams to success through high-value interactions with buyers.

Person Presenting Results On Bar Chart

Onboard & Train
For Success

Track & Optimize
Rep Performance

Drive Sales
Team Results

Demonstrate Performance Impact

Onboard & Train
For Success

Speed Up Time-To-Compentency

Get new sales reps on a fast track to success with access to a wealth of custom training materials. Product, brand, marketing, and customer content are centralized and packaged to make learning easy.

Train & Continuously Improve Skills

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

Track Onboarding &
Training Engagement

Ensure every rep completes the onboarding process and obtains the training needed to sell effectively. Track and monitor engagement with onboarding and training collateral
to address gaps in knowledge proactively.

Consolidated Onboarding And Training Materials
Sales Activities Summary And Individual Rep Comparison Report

Track & Optimize Performance

Get Visibility Into
Potential & Performance

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.

Standardize Sales
Strategy & Processes

Uncover a proven selling formula that solidifies customer relationships and closes deals with codified tools, processes, knowledge, measurement, and sales cycle forecasting.

Replicate Wins Across The Sales Team

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.

Drive Sales Team
Results

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.

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.

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.

SETVI Engage Sales Analytics Dashboard
Individual Sales Rep Results Report

Demonstrate Rep Performance Impact

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.

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

CRM Integrations
With Leading Platforms

HubSpot
Microsoft Dynamics
Salesforce
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 assure sales excellence for companies in manufacturing and distribution industries.

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