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Inside Sales
Fast Quote-to-Cash Workflows
Streamline quote, order, and invoice creation while using the "insights Panel" to glean customer-specific information.
Automated Upsells
Identify upsell opportunities on inbound orders based on order history and purchasing behavior from customers.
Proactive Reorder Recommendations
Minimize lost sales by recommending items ordered on a regular or seasonal basis.
We had no real data analytics or reporting.
We couldn’t zoom in based on specific SKUs or timeframes. Our sales reps are thrilled with the intuitiveness of the software and its quick, easily interpretable data. The willingness to listen from the Recurrency team is fantastic.

JP Gallagher
Gallagher Tire, Owner
The program does exactly what it's meant to and more...
which is to not only avert churn but also do quite a lot to help sell to the customer.

Josh Kaplan
Hoffmeyer Company Inc., Sales Representative
Recurrency is second nature on a sales call.
Information is at my fingertips, so there’s no guesswork. I make a better sales call than my competitor because I show up consistently with the information I need. That builds the customer’s trust and confidence.

Dan Slattery
CWC Global, Account Specialist
I’ve been in sales for 20 years. Recurrency is the best system I’ve used, hands down.
Recurrency is awesome for a salesperson in the field. It’s a lot faster to use. It saves time across the board for everyone – not just salespeople, but also the CSRs and even the office team.

Junior Gonzalez
CWC Global, Field Sales
Recurrency has been a significant upgrade.
It is very fast, very easy, and very simple. I can pull up information and give somebody a quote in seconds. I was impressed at every level by what the team has been able to do.

Dave Gleba
Gallagher Tire, Sales Manager
Instant Global Search
Search your ERP database in milliseconds
Locate customers, vendors, item numbers, quotes, and tasks in under 50 milliseconds
Search easier with typo tolerance.
Deliver exceptional customer service by producing requested information quickly.
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Quote-to-Cash Workflow
Create quotes & orders in under a minute.
User auto-populated insights to reduce errors when creating quotes, orders, invoices, and new prospects.
Manage existing quote and order pipeline
Reference order and customer insights based on selected items and inventory
AI Sales Recommendations
Increase revenue per order and simplify the purchasing process.
User auto-populated insights to reduce errors when creating quotes, orders, invoices, and new prospects.
Manage existing quote and order pipeline
Reference order and customer insights based on selected items and inventory


Sales Reporting
Manage sales and performance across all locations and customers.
Instant Report Builder: View sales performance and sort data to identify top performers and lost revenue.
Identify Trends: Apply filters to identify underlying trends, such as customers who have stopped purchasing.
Take Action: Once key insights have been identified, tasks with automatic reminders can be deployed.

See Your Data in Recurrency
Integrate in minutes, not days or weeks.
Connect your ERP securely over a 20-minute consultation.

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Unusually Good Customer Service
The numbers speak for themselves.
9
minute
median response time
48
minute
median resolution time
100
percent
customer satisfaction
Calculate Recurrency ROI
Recurrency unlocks speed, revenue, and margin for your business. How much revenue does your business stand to gain from using Recurrency? Find out with our ROI Calculator.
Featured Recurrency Resources


