B2B Info Center

Must Haves When Buying Order Management Software for QuickBooks

For small and medium sized businesses, QuickBooks is the go-to accounting software.  For a manufacturer, wholesaler or distributor, QuickBooks doesn’t quite cover all your needs when you have customers, sales reps and inside staff who need to place and manage orders and access customer and product information.  While you want to limit access to QuickBooks to your back office, by adding order management software, you can easily share information with everyone. 

3 Convincing Reasons Why You Need Sales Rep Software

Your sales reps play a key role in your company’s growth. Why not help them succeed by providing tools they can use to be more efficient and productive? Here are 3 reasons sales rep software will help your business thrive:

5 Signs You Need Help with QuickBooks Order Management

QuickBooks does offer some order management tools, though limited. As your business grows, you will run into those limitations. The solution is to find order management software that is more powerful and designed for B2B companies, yet integrates with QuickBooks so you don’t have to start from scratch.

Undeniable Proof That You Need Order Management Software

Most start-ups and small businesses can get along with QuickBooks and manual processes at first. However, if you are like most, your goal is to be successful and grow your business. When that happens, to be competitive, you are going to need something more. You are so busy running your company, you might not realize it’s time to make a move.  However, there are some signs that let you know you can’t keep growing without order management software.

Succeeding in Your Wholesale Business with Order Management Software

Wholesalers have a number of challenges to overcome to successfully grow in today’s market. The multiple channels of order and delivery, the global nature of the supply chain, and the increased demand of B2B customers for a better customer experience are just a few of the issues. You need a cost effective way to meet those challenges. The solution is web-based order management software that integrates with QuickBooks. Let’s take a look at just a few of the things an order management system can do to help you succeed.

Boost the Wholesale Customer Order Management Experience

Today, there are many similarities between B2C and B2B customers. Both expect a good customer experience from the business, and how successful you will be depends on how well you meet those expectations with what you offer. The B2C experience has improved with web, social, and mobile solutions. B2B customers are looking for more, too.

Improve Your Bottom Line with Order Entry Software

As a standalone, QuickBooks does have some limited order management abilities. However, to take your business to the next level, you really need to consider order entry software that is designed to improve your bottom line.  Software that is web-based, designed for B2B, provides customer and sales rep portals, and integrates with your existing QuickBooks can have a huge impact on your wholesale business’ profitability and efficiency. 

Sales Rep Software: Why it’s a Necessity

B2B sales can be difficult without the proper tools. As a business owner, you need to give your sales reps tools that will help them be successful.  Sales rep software is one of these tools that gives your salesforce a competitive edge. With a web-based sales portal, your sales reps can be more productive, and better able to tailor sales presentations to meet customer needs. Let’s take a look at what sales rep software is and what it can do to help your business grow.

Outshine Your Competition with an Order Management System

In order for your business to thrive and succeed, you need to stay ahead of your competition. As your business grows, the demand on your record keeping, inventory, and employee workloads also increases. You need a way to grow that provides cost savings, flexibility, and scalability features. You need an efficient way to enter orders and process them. You need an order management system (OMS).

Customer Order Management Software vs. a Shopping Cart

As a B2B company, you won’t find the features you need to be competitive, cost-effective, and customer oriented with an ecommerce shopping cart. Shopping carts are designed for the checkout process. You need something that integrates with your back-end systems to provide a customized, feature-filled buying experience for your customers. You need automated operations to reduce customer service costs, while improving customer service by eliminating order errors and inventory issues. A customer order management system, or OMS, refers to software used for order entry and processing. Let’s look at some of the things you get with an OMS that you might not get with a shopping cart: