Search results for In Cart Upsell

The Copley Consulting Group provides manufacturing clients with advice and consulting services on Enterprise Resource Planning

OhTrivia is a multi-tenant SaaS platform for live interactive quizzes, training sessions, and team engagement events. Organizations use OhTrivia to run real-time quizzes with instant scoring, live leaderboards, and post-game analytics—all with flat-rate pricing that scales from 50 to 50,000 participants without per-player fees. Built for business teams, educational institutions and remote teams : Free tier forever — Run up to 3 games/month with no credit card, no ads on participant screens, no upsell pressure. Self-hosted + SaaS — Deploy to your own data center or on-prem environment for data sovereignty. Or use our managed SaaS. AI-powered question generation — Upload training materials (PDFs, Word docs, Slides, manuals) and generate quiz questions instantly. Enterprise security & compliance — Multi-tenant isolation with row-level database security, GDPR, encryption in transit and at rest. Mobile-first player experience — Join via QR code or 6-digit code; no app download, no player account required. Usage analytics & moderation — Admin dashboards for engagement tracking, moderation queue, and org-wide reporting. Ideal for: Training departments running regular sessions, onboarding programs, compliance training, team-building events, all-hands meetings, and educational institutions wanting enterprise-grade infrastructure.

Mobileforce's no-code FSM is tightly integrated with your CRM, ERP and CPQ solutions and provides real-time tracking and reporting of: (a) Field service tasks & time, (b) Technicians based on location, availability and skill level, (c) Field projects and milestones, (d) Required parts and inventory, (e) Orders & status along with all corresponding digital proposals & forms. Mobileforce’s no-code FSM is unique in its ability to help field services teams to: (1) Take advantage of sophisticated routing algorithms for field technicians based on location and skill, including detailed technician crew management and tracking capabilities, (2) Have increased transparency between dispatchers, technicians and customers for more efficient, streamlined cross-team communications, (3) Enjoy real-time inventory management for install and repair services to track parts inventory and update work orders with required orders, and (4) Simplify cross-sell, up-sell opportunities for additional services, so you don’t miss out on new revenue and service opportunities. Features of Mobileforce’s no-code FSM include: (a) Intelligent Scheduling and Route Optimizations for Field Technicians, (b) Inventory Management for Install and Repair Services, (c) Technician Crew Management and Tracking, (d) Automated Estimate and Quote Generation, and (e) Digital Forms and Automatic Data Capture.

String is a Revenue Engine for lead-based businesses in Saudi Arabia and the GCC. It doesn't bring you more leads - it turns the leads you already have into revenue, and shows exactly which campaign, channel and salesperson produced it. String connects five hubs in one platform: 1. Engagement Capture: every WhatsApp, Instagram, Facebook, TikTok, Google Reviews, web chat and comment interaction becomes a lead automatically. 2. Lead Management: one database with deduplication, source tracking and auto-assignment by branch, product or agent. 3. Sales Automation: pipelines, reminders, customer journeys, SLA escalation, upsell and repurchase automation. 4. Marketing Optimization: WhatsApp and email campaigns, sending sales data back to ad platforms (Meta Conversions API, TikTok Events API), and lookalike audiences built from paying customers. 5. Revenue Reporting: revenue by campaign, source, branch and agent, with ROAS, CAC and CPL. The value is what happens after the conversation: conversation > sales opportunity > automation > data back to ads > report. Built for automotive, clinics and healthcare, real estate, education, travel, beauty and service businesses. Arabic and English interface, web and mobile apps. Meta Business Partner and TikTok partner.

Sleek, simple AI-powered garage management software (GMS). Automate your garage - Transform the way you run your garage with our AI-powered cloud software. Our smart, easy-to-use platform helps you schedule calendar driven jobs, manage customer approvals via app, enable mechanics to share photos and videos via portal, generate instant quotes, and send invoices by email saving you time, speeding up payments, and boosting your profits. Boost revenue & streamline efficiency - Effortless drag & drop calendar scheduling for smarter job management, complete customer & vehicle records with instant DVSA MOT history. Encourage loyalty with automated SMS & email reminders for MOTs and services. Increase profitability through AI-powered insights that reveal hidden upsell opportunities. Paperless Invoicing & MTD Compliant - Go paperless while staying on top of cash flow and financial records with live analysis. Generate customisable PDF invoices & collect payments, capture electric vehicle checksheet including photos and videos, PDF quotes with just a few clicks. Integrate seamlessly with your accounting systems. Stay compliant with upcoming HMRC Making Tax Digital (MTD) requirements.

Vartalaap is the revenue OS for brands. Its AI agents turn every customer conversation, on every channel, into a qualified lead, a sale or a resolved ticket, 24/7. Whether customers reach out on WhatsApp, your website, Instagram, Facebook Messenger, email, RCS, Vartalaap help your brands answers instantly, sells in the chat and brings your sales, marketing and support teams into one place. Vartalaap is a Meta Business Partner. Key Features and Functionality: - AI agents on every channel: AI agents reply instantly WhatsApp, your website, Instagram, Facebook Messenger, email, RCS, answer questions from your own FAQs and documents, and recommend products, day or night. - Lead capture and qualification: Every inbound message becomes a lead, whichever channel it comes from. AI agents qualify interest and pass hot leads to your sales team with full context. - One inbox for every conversation: See every customer chat from every channel in a single inbox, with assignments, saved replies and ticket tracking. One customer, one history, however they reach you. - Hand over to your team: When a chat needs a person, the AI agent passes it to your team with the full conversation, so customers never repeat themselves. - Multichannel campaigns: Send targeted campaigns on WhatsApp, Email, RCS to recover abandoned carts, follow up on leads, upsell and bring customers back. - Customer segmentation: Group contacts by behaviour, purchase history, channel, city or interest, and reach each segment where they respond best. - Automated flows: Set up steps that run on their own across channels, like order updates, reminders and follow-ups, so your team focuses on high-value work. - Analytics that show revenue: See leads generated, sales closed, chats resolved by AI and reply times, by channel, so you know which conversations earn the most. - Integrations: Connect Vartalaap to CRM, Shopify, Google sheets, meta Ads, Salesforce, Petpooja other tools to keep customer data and orders in sync. Primary Value and Solutions Provided: Customers message brands wherever it's easiest for them, but most teams answer from separate apps and inboxes. Leads go cold, sales slip through and tickets pile up. Vartalaap closes those gaps by running sales, marketing and support across every channel on one AI-powered platform. It helps businesses: - Convert more leads: Reply in seconds on any channel, qualify every inbound chat and follow up automatically. - Close more sales: Guide customers from question to purchase inside the chat, and recover sales with timely campaigns. - Resolve tickets faster: Let AI agents handle routine questions everywhere and hand complex issues to your team, cutting reply times and workload. - Run leaner operations: Bring every channel, contact and campaign into one workspace, and automate the repetitive work. With Vartalaap, every customer message becomes a business outcome, no matter where the conversation starts.

Kerr Consulting offers a wide range of accounting software solutions, customer relationship management software, time and attendance software and hardware, and point of sale systems.

Zeya Health is an AI-powered co-pilot designed to automate administrative tasks and streamline workflows for outpatient clinics across Asia. By integrating seamlessly with existing Electronic Health Record (EHR) systems and communication platforms like WhatsApp, Zeya Health reduces operational overhead without necessitating system replacements or extensive staff training. Key Features and Functionality: - Automated Patient Reminders and Follow-ups: Sends timely notifications to patients, minimizing no-shows and enhancing engagement. - Document Generation and Management: Creates, encrypts, and delivers essential medical documents such as letters and certificates. - Insurance Verification: Performs real-time eligibility checks and populates claim forms to expedite billing processes. - Referral Workflow Automation: Manages end-to-end referral processes, including lab and specialist referrals, ensuring efficient coordination. - Intelligent Appointment Scheduling: Optimizes booking systems to maximize clinic capacity and reduce scheduling conflicts. - Zero-Code Integration: Operates in the background without requiring data migration, new logins, or manual configuration, allowing clinics to go live in under 48 hours. - Regulatory Compliance: Built to meet PDPA, HIPAA, GDPR, and ISO 27001 standards, ensuring secure data handling with full audit trails. Primary Value and User Solutions: Zeya Health addresses the significant administrative burdens faced by outpatient clinics, which often lead to increased operational costs and reduced time for patient care. By automating repetitive tasks, the platform enables healthcare providers to focus more on delivering quality care. Clinics utilizing Zeya Health have reported up to a 25% reduction in administrative work, a 20% decrease in denied claims, a 10% increase in patient retention, and a 5% boost in upsell and cross-sell conversions. The system's rapid deployment and seamless integration ensure minimal disruption, allowing clinics to enhance efficiency and patient satisfaction effectively.

Logan Consulting is a professional services firm dedicated to assisting businesses in maximizing the value of their consulting investments. Established in 1992, the firm employs a top-down, business process-driven methodology to help clients capture EBITDA and ROI from enterprise software projects. Operating primarily throughout North America, Logan Consulting serves a diverse clientele ranging from global Fortune 100 companies to middle-market regional firms. Key Features and Functionality: - Enterprise Software Services: Specializes in strategic planning, selection, implementation, and support of enterprise software solutions, including: - Microsoft Dynamics 365 Finance & Supply Chain Management - Microsoft Dynamics 365 Business Central - NetSuite - QAD - Acumatica - Microsoft Dynamics 365 Customer Engagement - Management Consulting: Offers services such as enterprise software strategic planning, project management, change management, and business process design and implementation. - Technology Consulting: Provides expertise in strategic technology planning, packaged software selection, and customer relationship management solutions. Primary Value and Solutions Provided: Logan Consulting's primary value lies in its commitment to delivering high-quality consulting services that drive tangible business outcomes. By leveraging standard software functionality and promoting knowledge transfer, the firm ensures clients achieve self-sufficiency and maximize their return on investment. Their disciplined, agile approach focuses on understanding each company's unique business needs, prescribing and executing solutions that are needs-based, and minimizing costly customizations.

Rejoose for Sales (e.tool) is a SaaS solution that enables IT resellers, advisors, distributors, consultants and vendors to deliver carbon emission insights directly in the sales process. Access real-time LCA (life cycle assessment) data at the product level, compare models, and generate automated carbon reports to support sustainable procurement decisions. Key Features: - Instant carbon footprint data for over 9 mio IT products - Smart product comparison tool for low-carbon alternatives - Easy-generated PDF or customer-branded reports - Supports hybrid and manufacturer-specific data models - Upload data from excel or CSV. Use Case: Ideal for sales and sustainability teams looking to differentiate with green IT offerings and meet customer ESG requirements during the purchasing phase.

Coretek is an industry-leading managed services, IT consulting, and systems integration firm that delivers high value results and innovative solutions. We use a powerful combination of unrivaled expertise, passion for customer success, and best of breed technology to provide your optimal cloud experience. Whether you are ready for a complete distributed workforce solution, or just task-specific components, we will ensure full alignment with your business goals from pilot to production. Coretek is recognized by Microsoft as a Gold Azure Expert Managed Services Provider (MSP) and by Citrix as a Platinum Solution Advisor.

SYNNEX Corporation, a business process services company, provides business-to-business services that help our customers and business partners grow and enhance their customer-engagement strategies.

Cartel Infosystems is an authorized reseller of software solutions, including Microsoft, Adobe and Symantec products.

RSM is a consulting firms that provide the core service lines of audit and assurance, accounting, risk advisory, tax, transaction support, corporate restructuring & insolvency and IFRS services.

Sidenote is an AI reading assistant that lives in your browser's side panel and answers questions about whatever you're reading — a PDF, a web article, a Confluence page, a Notion doc, a Google Doc, a SharePoint file, or anything you upload. Every answer cites the exact passage it came from. Click a citation and the document scrolls to the source and highlights it, so you can check the answer in one click instead of taking the AI's word for it. Most document AI is fluent, confident, and occasionally wrong. Sidenote is built around the opposite instinct: the model has to cite every claim, the server validates each citation against the source text, and anything it can't ground in the document is dropped before the answer reaches you. No silent hallucinations, no guessing at what a runbook or contract clause actually says. Your documents are scattered across half a dozen tools, and each one wants to sell you its own AI add-on. Sidenote reads them all from a single browser extension — no per-platform seats, no admin rollout. Group related documents from different sources into a Collection and ask one question across all of them, with each answer citing the specific document it drew from. It's used by engineering teams querying runbooks and postmortems, product managers synthesising across PRDs and research, customer success pulling cited answers from knowledge bases, and legal and ops teams quoting the exact clause instead of guessing — and it works just as well on an arXiv paper or a long-form article. Privacy is a default, not an upsell. Your data is stored encrypted in the UK, isolated to your account, and never used to train models; connectors are read-only, and you can purge documents within 24 hours or delete your account and everything in it yourself. Start free or on a seven-day Pro trial — no card required. Key capabilities Cited chat — ask questions about any document and get streamed answers with inline citations that scroll and highlight the source passage Summaries — TL;DR bullets, standard, or detailed deep-reads, with every point cited Explain simply — rewrite dense passages in plain language at the reading level you choose, without losing accuracy Glossary builder — auto-generate a glossary of a document's terms, jargon, and acronyms, each entry cited to where it's defined Collections — combine documents from different tools into one workspace and ask a single question across all of them Works everywhere you read — PDFs, web pages, Confluence, Notion, Google Docs, SharePoint & OneDrive, Word and PowerPoint files, Slack canvases, and drag-and-drop uploads Slack app — ask your library or run a semantic search from Slack; answers stream back privately with citations, and any message can be saved as a source Cross-browser — Chrome, Edge, Firefox, and Opera Private by design — UK data residency, encryption at rest, per-user isolation, no model training on your content, and self-serve deletion

Trata AI is an advanced AI-powered conversation intelligence platform specifically designed for automotive dealerships. It captures and analyzes customer interactions across various channels—phone, web, and in-person—to provide real-time insights and coaching. By integrating seamlessly into existing dealership workflows, Trata AI helps sales and service teams enhance performance, reduce ramp-up time for new representatives, and recover missed revenue opportunities. Key Features and Functionality: - AI Call Recordings: Automatically captures and reviews sales and service conversations, offering real-time AI-generated insights. - Keyword Tracking: Monitors the use or omission of critical phrases to identify communication gaps instantly. - Conversation Scoring: Evaluates representative performance based on customized rubrics aligned with dealership methodologies. - Performance Analytics: Provides dashboards to track essential metrics, identify patterns, and highlight coaching priorities over time. - AI Roleplay Simulations: Offers realistic practice environments for sales reps to hone their skills, reducing ramp-up time and improving consistency. - Real-Time Coaching Alerts: Delivers immediate feedback and guidance during customer interactions, enabling reps to handle objections effectively. - Seamless Integrations: Connects with existing dealership tools, including CRMs, phone systems, and service schedulers, ensuring a smooth workflow without the need to switch between platforms. Primary Value and Solutions Provided: Trata AI addresses several critical challenges faced by automotive dealerships: - Enhanced Sales Performance: By analyzing every customer interaction, the platform identifies areas for improvement, helping reps close more deals and upsell services. - Accelerated Onboarding: New representatives can practice and receive feedback through AI-driven roleplays, significantly reducing the time required to become proficient. - Scalable Coaching: Managers can provide consistent, personalized coaching to their teams without the need for time-consuming ride-alongs, thanks to real-time alerts and AI simulations. - Revenue Recovery: The system detects missed signals and opportunities in conversations, enabling dealerships to recover potential lost revenue. By leveraging Trata AI, automotive dealerships can transform their customer interactions into measurable, coachable, and improvable assets, leading to increased conversions, improved customer satisfaction, and overall business growth.

No matter what’s your business size or type, let’s accelerate your business value with SAP S/4HANA. This novel technology is the perfect choice to prepare your enterprise for tomorrow challenges. S/4HANA is next generation business suite which built on advanced in-memory platform, this evolution offers a personalized user experience with SAP Fiori. It is highly flexible too as it can be deployed on premise, on cloud and also in a hybrid model. Benefits:  Reduced total cost of ownership  Simple to deploy  Greater flexibility  Faster response time  Real time reporting  Better user interface Klouddata Offerings: • Green field • Brown Field Migration • On premise, on cloud and also in a hybrid model implementation. Why KloudData?  Trusted Partner  Certified Consultant  Years of Industry experience  Technology Innovation

ABLE Monitoring platform enables business users to exploit extensive loan monitoring capabilities over retail, corporate, and SME portfolios and gives lenders opportunities to manage customer and account relationships more profitably. ABLE Monitoring Capabilities Boost revenue Boost of average customer profitability by pre-approved loans, event-based personalized offers with geo-tagging, and regular adjustments of credit limits and rates. Prevent defaults Decrease of bad debt ratio in portfolio by effective pre-collection and early collections treatments. Foster loyalty Customer loyalty increase by providing targeted proposals as a quick reaction to the client’s situation change, through all available channels. ABLE Monitoring Features Credit line management Identification of the total credit line to be extended to a borrower or account, which improves profits by expanding the buying power of the best customers while limiting exposure from those that are riskier. Collections to facilitate cash flow Increases collections effectiveness, reducing both collections costs and losses while maintaining customer satisfaction. Accelerates pre-collection and collection treatments on higher-risk customers while lower-risk customers are given time to self-correct. Cross-sell and up-sell communications Ensures effective target promotions and cross-selling by determining the next product to offer the customer and the best channel to make the offer. Financial organizations can build customer loyalty, cross-sell more effectively, and target solicitations to low-risk, profitable customers. Behavior-based pricing Targets pricing adjustments on the basis of customer behavior, acting not only to invoke punitive pricing when permitted by a service agreement(s) but also to increase revenues by stimulating increased usage. Card authorizations 360 customer view allows fast real-time decisions on shadow limits for point-of-sale transactions to grow revenue and improve customer satisfaction. Custom decision area Any decision areas can be configured for event-based loan monitoring and treatment.

CRUSH by Prolifiq is account planning and relationship mapping built entirely inside Salesforce. Every plan, map, and objective lives on native Salesforce objects, so the data is reportable, dashboard-ready, and always in sync with your CRM — not stranded in slides or spreadsheets. Sales teams use CRUSH to map the full buying committee on a drag-and-drop relationship map, identifying champions, blockers, and decision-makers while scoring influence and support with color coding to multi-thread complex deals. Structured account plans give every key account a single native home for hierarchy, overview, SWOT, whitespace, relationships, and strategy. Because CRUSH pulls the full parent-child account tree directly from Salesforce, its cross-sell grid automatically fills with closed-won and open pipeline, exposing cross-sell and upsell whitespace at a glance. Account strategy connects to real execution: objectives and tasks carry owners and due dates and surface automatically in each rep's standard Salesforce task list — no plugin and no separate tool to maintain. Managers get visibility through a configurable plan health score per account, tracking score, trend, and at-risk accounts on native dashboards, with subsidiaries rolling up into master account plans. For active pursuits, opportunity plans run a pursuit-specific plan on any Salesforce opportunity, complete with relationship map and engagement matrix, and support any methodology — MEDDIC, BANT, Sandler, Challenger, or custom. Key capabilities: *Relationship Maps with influence/support scoring and buying-committee visualization *Structured Account Plans on fully reportable native objects *Account Hierarchy & Whitespace with automatic cross-sell/upsell surfacing *Objectives and tasks that flow into native Salesforce task lists *Configurable Plan Health Score & ROI tracking with manager dashboards *Opportunity Plans and Engagement Matrix supporting any sales methodology

Simplify is a field service management (FSM) platform built for Singapore SMEs in the service trades — from air-conditioning and HVAC to pest control and cleaning. It digitises the full service workflow in one system: quoting, job scheduling, mobile job execution, customer sign-off, invoicing, and reporting. For businesses still running on Google Sheets, WhatsApp threads, and manual follow-ups, Simplify replaces that chaos with a structured, connected, and automated workflow. What makes Simplify different: The mobile app is the core of the product — purpose-built for field technicians, not office staff. Techs receive job assignments, view customer service history on-site, upload photos, capture customer e-signatures, record payments, and upsell additional services — all from their phone. Users consistently rate the mobile experience as the primary reason they chose and stayed with Simplify. On the admin side, office teams manage the full quote-to-invoice lifecycle: create quotations, set recurring job frequencies (monthly, quarterly, bi-annually), auto-generate job schedules, assign technicians, and issue invoices — without switching between tools. Simplify also integrates natively with WhatsApp for automated appointment confirmations and reminders — the dominant customer communication channel in Singapore — reducing no-shows without any manual admin effort. Key capabilities: Recurring contract management with auto-generated job schedules Technician mobile app (iOS & Android) with e-signature, photo upload, and on-site payment Customer Portal for self-service appointment booking WhatsApp-native appointment reminders Invoicing with Xero and QuickBooks integration Reports and analytics for job performance and revenue tracking PSG-approved — eligible for up to 50% government funding for Singapore SMEs Simplify is a PSG pre-approved vendor under Singapore's SMEs Go Digital programme, making it a low-risk, grant-supported adoption for eligible businesses.