Secure Info-Gathering on Autopilot
Your current way of gathering info from customers is time consuming, antiquated and unsecured. This results in long deal times, bad customer experiences, and potential steep compliance penalties. SalesAssist automates the way you gather info from customers, directly from within your CRM.
Benefits Business
Eliminate compliance liability; Shorten the sales process; Boost conversion rate.
Benefits Salespeople
Free up your salespeople to do more value-added work; Eliminate data entry errors.
Benefits Customers
Improve your customer's experience by streamlining the sales process.
Here's How Everyone Involved Benefits
More sales
Simplify the sales process so your sales team has more time to do what matters most — sell more.
Improve NPS
Provide a frictionless and convenient experience to your customers by completing the sale straight from their phones.
Save money
Replace the many one-off applications and systems you currently use to complete the sale with off-the-shelf or custom Sales Actions.
Simple To Use By Sales Team
3 easy steps to transform your sales completion process without changing it – no retraining necessary.
Share Completion Tasks
Salespeople simply share the relevant Completion Tasks with their customers to review, fill out, sign, and submit, right from their mobile devices.
Monitor Completion Status
Salespeople have full visibility of the customers’ completion status - whether and when they have opened and completed the Tasks.
Receive Data
All the data and files collected from the customers automatically import into your CRM and other SOR based on the workflows established.
Simple to Manage by Leadership
We make it extremely easy for management to assemble the ideal Completion Panel for their sales team. On our web portal managers can easily select customizable off-the-shelf Completion Tools, integrate their existing ones, or mix and match.
Building blocks for headless app development for your
Kanvas Niche’s modules simplify complexities, letting you concentrate on building exceptional experiences. See the difference!
Customize your own
Modify texts, images, logos, documents, and page layout on the Completion Tools based on your needs.
Add to your Completion Panel
Turn on and off Completion Tools on the Completion Panel and list them in the sequence you prefer.
Simple to Use by Customers
Provide customers with instant, real-time, mobile-first completion experiences. Interactions with their salesperson are done in the fastest and most personalized way, Amazon style. By receiving personalized texts customers can simply click on the provided links to enter, sign, upload, verify, pay, choose, etc., whatever is needed to complete the sale.
Companies That Turn to SalesAssist See 3 Instant Changes
Closing Rate
by completing sales fasterSaved Per Person/Mo
to do more value-added workPositive Reviews
by streamlining the sales completion process
Completing Sales Should Be Painless
Frictionless Interactions
Give customers what they expect, a seamless end-to-end journey.
End-to-End Integration
Let SalesAssist do all the heavy lifting and give back valuable time to your salespeople.
Real-time Completion
Have your salespeople take timely actions, based on real-time suggestions.