Where Sales Teams Perform

SETVI helps reps win more business with personalized and customized campaigns that effectively convert prospects and customers.

Team Members Working Together On Sales Charts

Engage Prospect
& Customers

Improve Effectiveness


Sell More
Sell Smarter

Engage Prospects
& Customers

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.

SETVI Sales Campaign Results Dashbord
SETVI Engage Sales Analytics Dashboard

Improve Sales Effectiveness

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.

Create Reports Sales Managers
Want To Read

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

Boost Productivity
Online & Offline

Self-Service Selling, From Anywhere

Meet customers and prospects and pitch where they are- in-person, remotely, and on dynamic digital platforms- with internet access or offline.

Sell From Any Device (Or All Of Them)

Access, search, build and share updated sales, marketing, and product materials seamlessly from any mobile, laptop, desktop, or browser; or across multiple devices and platforms.

Manage Content Updates With 1 Click

Optimize device storage by syncing only essential materials, or update resources all at once to ensure sales, marketing, product and promotional content is always fresh.

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

Uncover New Selling Opportunities

Gain Fast Mover Advantage

Stellar buying experiences are a competitive advantage. Exceed expectations with on-the-fly access to content, product info and promotions based on each buyer's needs. Respond to customers without any notice, and move on opportunities at the speed of light.

Identify Cross-Sell & Upsell Potential

Information is power. Reps are empowered to immediately react to unexpected inquiries from buyers on the spot and on the fly. Search, access, and present content related to hundreds of brands and thousands of SKUs to increase order value and overall sales.

Streamline Workflow
With Integrations

CRM Integrations
With Leading Platforms

Microsoft Dynamics

Mobile Native Apps

iOS iPhone & iPad
Android Smartphones & Tablets


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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