Cavallo Overview

Salespad by Cavallo optimizes order to cash operations from order to invoice. It enables confident decision-making and streamlined processes.

Use Cases

Customers recommend Workflow Management, Helpdesk Management, Order Management, as the business use cases that they have been most satisfied with while using Cavallo.

Other use cases:

  • Proposal & Quote Management
  • Contract Management
  • Contacts History
  • Payment Management
  • Lead Analytics
  • Collaboration
  • Knowledge Management
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Business Priorities

Scale Best Practices and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Cavallo.

Other priorities:

  • Increase Sales & Revenue
  • Acquire Customers
See all business priorities See less business priorities

Cavallo Use-Cases and Business Priorities: Customer Satisfaction Data

Cavallo works with different mediums / channels such as Phone Calls.

Cavallo's features include Personalization, Dashboard, and Recording. and Cavallo support capabilities include Email Support, Phone Support, Chat Support, etc. also Cavallo analytics capabilities include Custom Reports, and Analytics.

Reviews

"...It allows us to secure fields that we don't want salespeople to change and using workflow we can route orders through Credit checking and other processes...." Peer review by Gary L., Application Specialist

Popular Business Setting

for Cavallo

Top Industries

  • Wholesale
  • Medical Devices
  • Retail

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Cavallo is popular in Wholesale, Medical Devices, and Retail and is widely used by Mid Market, Small Business, and Enterprise.

Comprehensive Insights on Cavallo Use Cases

How does Cavallo address your Workflow Management Challenges?

What benefits does Cavallo offer for Helpdesk Management?

What solutions does Cavallo provide for Order Management?

How can Cavallo enhance your Proposal & Quote Management process?

11 buyers and buying teams have used Cuspera to assess how well Cavallo solved their business needs. Cuspera uses 577 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Case Studies

Apparel & Fashion

CASE STUDY Regal Fabrics

Regal Fabrics used SalesPad to improve order processing. They wanted better inventory visibility. The case study shows how they upgraded their system.

Consumer Goods

CASE STUDY IDville

SalesPad by Cavallo helped IDville automate order processing and inventory management. The company needed a fast, easy ERP solution after moving to a new facility and team. SalesPad improved order ac...curacy to 99.9% and reduced manual work. The Avalara integration made tax compliance simple and saved hiring costs. IDville saw a 4% increase in topline gross profit and better results with fewer staff.

Automotive

CASE STUDY Steiner Tractor Parts

Steiner Tractor Parts grew their business with SalesPad. They used workflow, automation, and reporting features. This helped them grow exponentially.

Consumer Goods

CASE STUDY Picnic Time Family of Brands

Picnic Time needed a software solution. They wanted to provide excellent customer service. They aimed to maximize efficiency. They also wanted to analyze company performance.

Consumer Goods

CASE STUDY The Handi-Craft Company

The Handi-Craft Company switched to Cavallo for its easy-to-use interface. They stayed because it made them more efficient.

Retail

CASE STUDY Steiner Tractor Parts

SalesPad helped Steiner Tractor Parts automate order processing and reporting. Before, they used manual paper-based systems and Microsoft Dynamics GP, which slowed growth. With SalesPad, they now pro...cess 800 orders daily using automated workflows. Reporting is faster, helping them upsell to wholesale customers and run promotions. Onboarding new employees is quicker with SalesPad’s easy interface. Same-day shipping is now possible thanks to automation.

Frequently Asked Questions(FAQ)

for Cavallo

What is Cavallo used for?

Cavallo is mainly used by its customers to Scale Best Practices and Enhance Customer Relationships by Workflow Management, Helpdesk Management and Order Management .

What are the top features of Cavallo?

Personalization, Dashboard and Recording are some of the top features of Cavallo.

Who uses Cavallo?

Cavallo is used by Wholesale, Medical Devices and Retail among other industries.
lightning

Peers used Cavallo for workflow management and helpdesk management

Cavallo Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.40/5 ★

Read Reviews (96)
Analytics

2.90/5 ★

Read Reviews (15)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.40/5 ★

Read Reviews (96)
Analytics

2.90/5 ★

Read Reviews (15)

Software Failure Risk Guidance

?

for Cavallo

Overall Risk Meter

Low Medium High

Top Failure Risks for Cavallo

Cavallo Solutions News

Product

Cavallo Unveils Customer IQ for SalesPad - Bringing Customer Intelligence to Every Interaction to Maximize Distributor Profitability

Cavallo has announced the early release of Customer IQ for SalesPad, an AI-powered solution that provides distributors with insights into customer health, profitability, and churn risk. This tool integrates profitability intelligence into daily workflows, helping sales and operations teams prioritize profitable accounts and enhance long-term profitability. The solution is currently in limited deployment and will be generally available in January 2026.

Awards

Cavallo Named ISG Software Innovation Award Finalist for Profit Max Platform, the Leading Profit Maximization Solution

Cavallo has been named a finalist for the ISG Software Innovation Award for its Profit Max Platform. This AI-powered solution helps distributors optimize profits by analyzing ERP data to identify churn risks and margin opportunities. The platform enhances efficiency and profitability through actionable insights and pre-configured dashboards.

Awards

Cavallo Named ISG Software Innovation Award Finalist for Profit Max Platform, the Leading Profit Maximization Solution - PR Newswire

Cavallo has been named a finalist for the ISG Software Innovation Award for its Profit Max Platform, an AI-driven solution designed to enhance profitability for distributors by transforming ERP data into actionable insights. This recognition highlights Cavallo's commitment to innovation in profit maximization, offering tools that improve efficiency and optimize margins through advanced analytics and real-time data integration.

Customer

Cavallo Customer Success with IDville - MSDynamicsWorld.com

IDville successfully utilized SalesPad by Cavallo to enhance operational efficiency, including tax automation and warehouse picking, leading to improved order accuracy and reduced manual tasks. CEO Bob Milanowski highlighted these benefits in a customer success story.

Cavallo Solutions Profile

Company Name

Cavallo Solutions

Company Website

https://www.cavallo.com/

HQ Location

Employees

51-100

Social

Financials

PRIVATE