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About
Castine Consulting LLC (formerly named Cogent Consulting) has been a global provider of management solutions for over 30 years. Its legacy products have been installed in over 60 countries and at over 4,000 sites. We know the software and we know how to support it. Castine’s product line includes industry-leading solutions for the investment community for compliance, commission management, and compensation and performance reporting. Castine’s principals are recognized as industry leaders in commission management (28(e), CSA, RPA, MiFID II), compliance operations and due diligence, and broker/advisor compensation and performance reporting. Castine’s principals are recognized as world leaders in broker reviews, compensation, and commission management solutions. Castine’s partners, including Integrity Research, bring depth and breadth to our offerings. Castine’s technology uses the latest tools to provide a truly up-to-date experience to its clients.
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About
Data science and machine learning in operation management. Multi-lines sales & commission tracking. Split commission assignments and tracking. Earned vs. collected commission comparison. Analyze multi-line multi-channel shipments. Design-in pipeline, and close design-ins faster with AI action recommendations. Visualize team members' contributions to the pipeline. Design-in tracker reports for principals. 1-on-1 design-in review with principals and sales teams. Multi-channel shipment data. Preprocess, clean, and analyze shipment data. Track customer purchases from multi-channel multi-line. Cleaned, and consolidated shipment reports. Distributor analysis; pos, pop, inventory levels. Reports, integrations & APIs. Integrations with most CRM systems. Automatic reports/updates to other CRMs. Reports tailored to principals/partners CRMs. Design-in registrations, call reports, design-tracker. Intelligent cloud application. Designed for manufacturers & representatives.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Brokers in search of a complete performance and compensation system solution for their operations
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Audience
Businesses requiring a solution to manage and streamline their B2B technical sales processes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCastine
United States
castinellc.com
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Company InformationSalesDataFlow
United States
salesdataflow.com
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Categories |
Categories |
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Integrations
No info available.
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Integrations
No info available.
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