Saleswit offers vertical solutions for the wealth management services segment only, but its partner network (Prarzoo) offers a wide variety of other industry-specific solutions.
The Saleswit app has capabilities that include, sales management, marketing automation, partner relationship management and customer service. These help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns, email to engage and convert leads and provide service post sale. Customer relationship management (CRM) functionality aids users in attracting leads, streamlining sales and closing deals.
Saleswit for all business allows users to manage an unlimited number of contacts, track sales deals, manage tasks and events, harvest leads and track performance with reporting, business workflow, setup approval and automation and more.
Saleswit is the secret to a successful client support team?the more effective the team, the better the customer experience. Saleswit is a customer support program that helps teams work better together by eliminating miscommunications, improving customer communication and swiftly addressing client issues. Saleswit has several key features that are unique and essential to enhancing team collaboration and delivering cohesive customer support. Customer requests coming in through multiple channels are assigned a ticket. Ticket Automation allows your support staff to flag messages by type or word.
In addition to the software, Saleswit provides personalized, one-on-one training services to help users get up and running.