Octiv's leading sales productivity suite helps sales teams sell smarter and close deals faster. Optimized for mobile and integrated with Salesforce1, Octiv provides your prospects with a consistent selling experience and enables your reps to sell anywhere, from any device. Quickly generate and deliver proposals, presentations, quotes, RFPs and contracts from any Salesforce object and leverage data to drive the most relevant content.
Help your sales reps prioritize their best deals with visibility to prospect engagement via text, email and Chatter notifications. Easily control proposal and contract workflow, content editing and user permissions that improve efficiency and effectiveness for small businesses and enterprises.
- Generate consistent proposals, presentations and contracts from any Salesforce object.
- Deliver trackable documents online, receive real-time notifications via text, email & Chatter, and gain visibility to prospect engagement. Redline contracts and sign with embedded DocuSign integration.
- Proposal, presentation and contract generation integrated with FinancialForce,Salesforce1, Chatter, DocuSign, Box, DropBox, SteelBrick, Oracle CPQ (BigMachines) & more.
- Collect important client information and kick off workflows after the close
- Incorporate Octiv into your custom sales process workflows