Sidely is designed to simplify the day-to-day work of sales managers and sales forces. Our CRM software stands out for its ease of use and administration, and its adaptability to field requirements.
Discover the solutionOur cloud-hosted SaaS CRM lets you open a customer account quickly (less than a minute), with no implementation costs. Set-up is fast, and our no-code CRM is easy to use. No web-based installation or updates required.
Our cloud-hosted SaaS CRM lets youopen a customer account quickly (less than a minute), with no implementation costs. Set-up is fast, and our no-code CRM is easy to use. No web-based installation or updates required.
Maximize your prospecting and optimize the management of your foodservice customers
Equip your medical and pharmaceutical representatives with a verticalized crm
Want to create custom forms? Use our no-code editor!
Want to create custom reports? Use our drag and drop report creator.
Want to export your dashboards? A simple copy/paste does the trick.
Would you like to create customized forms?
Would you like to create customized reports?
Would you like to export your dashboards?
Use our no-code editor!
Use our drag-and-drop report creator.
A simple copy/paste does the trick.
Don't ask your IT department to do the things you want to do yourself. With Sidely, take back control of your sales software and be autonomous in the management of your CRM tool.
User management is easy: add and delete users in just two clicks. Creating an account takes about a minute.
Use our import module to import your customer, store, product, assortment, order and checkout databases.
At Sidely, you own your data. You can export them at any time, with no strings attached.
Control and personalize access to your sensitive data, by assigning specific rights and roles to each user.
Sidely lets youeasily associate one or more taxes with each product, depending on your business sector. Thanks to intuitive management, you can choose between additive or cascading taxes, according to your business rules. Taxes applied to products are included in reports for a complete analysis.
Simplify the sale of optional products with Sidely's picking management. Give your sales staff controlled flexibility by offering them only authorized complementary products, depending on the store chain or type of store. Configure your assortments in just a few clicks, and easily adapt them to the specific needs of each network.
With Sidely, you can easily manage multiple brands thanks to our flexible assortments. Group your products by stratum, department or store type, and configure assortments adapted to each brand to effectively manage your multi-brand strategy.
Save time by importing or updating your products, points of sale, contacts and other data on a massive scale via a simple Excel file. Sidely makes database management easy.
With Sidely, control who can see what by assigning rights by user or by team. Promotions, reports, statements, contacts... you manage the visibility of each element for clear, secure organization.
With Sidely, you can organize your teams across several zones while maintaining a clear overview. Distribute your customers by sector, track regional performance and adapt your field actions to maximize sales efficiency.
Thanks to Sidely's multidimensional module, you can add key information to your products and assortments (VMH, segment, department, discounts, etc.), and easily integrate them into your statements. You can personalize your statements, automate your calculations and adapt your actions according to your field objectives.
Create customized reports by cross-referencing your CRM data (sales reps, regions, statements, events, points of sale...) as in a pivot table. Combine multiple sources, filter by user or geographic area, and get a clear, comprehensive view of your sales activity.
With Sidely, it's easy to allocate sales outlets to the right sales reps, and check sector consistency with a map display. Spot overlapping or inconsistent areas at a glance for optimal territorial distribution.
Benefit from personalized training by our experts, as well as all our resources to help you improve over time: videos, monthly webinars, tutorials, articles, white papers, etc.
Benefit from daily support. Get answers in just a few minutes on our web or mobile application, thanks to our chat.
To customize your CRM solution to meet your company's specific needs, we recommend (1) customizing your contact and company fields and tags, (2) parameterizing your assortments and data, (3) adapting your statements if you track company-specific metrics, (4) integrating your third-party tools to standardize your sales management, and (5) training your users.
To import your data into Sidely, you have two options: via our import module, from a CSV file, or via the Sidely LeadGen. To export your crm data, select the data you wish to retrieve and click on the export button. Your data will be downloaded in a CSV file.
To implement a CRM, follow these steps: (1) Define your goals and needs, (2) Evaluate the CRM options available, (3) Consider possible integrations, (4) Plan the implementation, (5) Import your data, (6) Configure and customize your CRM, (7) Train your teams, (8) Deploy and adopt. If you'd like more advice, read our article on how to set up a CRM.
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