See your targets, your tasks, your goals and your pipelines as soon as you log in, and get motivated!
Customisable drag-and-drop pipelines help you and your team track the stages and status of your opportunities.
Not just a desktop workhorse, SET also works great on phones and tablets - ready when and where you are.
Integrated Google Maps show you where your customers are. Perfect for planning a day on the road, or just popping in when you happen to be passing by.
A tonne of functionality without the clutter, SET is designed to inspire salespeople, and be crystal-clear for managers.
SET’s report builder allows you to generate, share and export custom reports, querying your data and custom fields.
Traditionally, information on Contacts and Organisations is scattered across a CRM. We bring it all back together into clean, smartly designed Contact Dashboards.
Send emails into your SET Inbox - rapidly create new contacts - and attach emails to existing Contacts, Organisations and Opportunities.
Inarguably a core requirement of a modern CRM, custom fields allow you to tailor your Contacts, Organisations, Products and Opportunities to fit your particular needs.
With customisable activity types and follow-ups, activities can be chained together into workflows, guiding salespeople and their customer interactions.
Monitor contact expiry, consent, contact methods and erase Personally Identifiable Information whilst maintaining your performance history.
Powered by TargetIn, we deliver you news about your customers and leads directly from their own public news channels and the wider press.
Whether you opportunities are made of unique line items, or you frequently sell the same products or services, we’ve got you covered.
Revenue projections help you spot problems ahead of time, and plan your activities and resource usage accordingly.
Set goals for your sales team, or for yourself, to stay focussed and competitive.
Enterprise-grade user permission configuration to control what your users can and can’t do or see.
We recently shared part one of this blog series with the first 15 tips to help you sell more. In this blog, we will cover the final 10 top sales tips: 16 – Think Outside the Box – Take 5 minutes and just think of creative, even crazy things you could try to help get […]
Hitting your sales target is no easy achievement, in fact there are some suggestions that less than 50% of sales people actually do it. Now there will certainly be some companies that have set unrealistic targets, and whilst they may not want to admit it, I would highly recommend making sure your targets reflect a […]
“SET For Business is the Rock and Roll of CRMs. A speedy set up and easy to use system enables me to spend more time managing customer relationships and growing my business” – Rob Spence, Managing Director, Paragon Sales Solutions What system did you use before switching to SET? Working in sales and helping customers […]
