Have you been searching for sales rep software that enables your sales representatives and team to manage your B2B company's operations better? It's not always possible to find a perfect feature combination. Some features are more vital for today's business world than others, especially with real-time capabilities.
A more entry-level order management software may only provide generalized data without a full picture of reality.
So, what should your sales reps have that can help them do their jobs more easily? Eliminating phone calls, emails, and faxes from their work equation increases productivity exponentially.
Since you depend on your sales representatives to take customer orders, how do they currently process invoices? If they're still doing it through a paper-based system, errors are likely becoming the norm. Undoubtedly, order forms were lost numerous times due to relying on paper filing.
Correcting these errors likely led to severe downtime trying to locate lost invoices or correcting errors made by a data entry operator.
With quality sales rep software, orders are placed automatically into QuickBooks without having to be manually entered. Automation is a sure way to avoid mistakes and lost data. However, it's just the beginning of how sales reps can use better software to communicate and analyze customer data.
Sales reps must stay informed so they can report accurate order information to others in the sales department. Software with online portals is the best way to coordinate everyone and save time arranging in-person meetings.
With an online portal, your sales reps can check order information in real time and see which orders are still pending and which have shipped. What's great about this is that anyone, including customers, can access the portal. This helps build relationships between the sales rep and the customer. It gives the customer more control, which ultimately improves customer service.
At the same time, sales reps can easily send information to other staff without making time-consuming calls or sending lengthy emails.
When sales reps work with customers, they need to keep up with what they're doing so they don't lose leads. The portal above helps them monitor customer activity to see what a buyer does with their purchases. Since customer portals allow business owners to order products independently, they leave data for more targeted sales techniques later.
With customizable alerts, staff can know when a buyer comes in and buys something. It's essentially 360-degree monitoring that brings everyone together in one place with reliable security.
You may not want every sales rep to access all your customer accounts. The best sales rep software understands security measures and gives you control over who can access what.
Through this management process, you can assign specific sales reps and other staff to access the most valuable accounts. You can call this account management in many ways because it allows your best sales representatives to keep track of what the most loyal customers do.
Contact Now Commerce to learn about our B2B sales rep software, which offers all the features above and more.