B2B Info Center

Order Management Software that Understands User Roles


Finding order management software for the small B2B business is challenging because of its unique sales process and user roles. Even though you have a small staff, you need to keep everyone coordinated. Many of you may not be in the office every day, which means you need to have a remotely available and comprehensive view of your sales and other financial details.

Sales Rep Software: 4 Traits to Look for

Small business missions, visions and practices vary greatly but all companies can agree that errors, stagnation and insecure platforms will sink a company fast. Successful small business entrepreneurs know that once an organization has landed a lead or established projected sales growth, it is essential that forward momentum builds without fail. This is why sales rep software plays such a huge role in an organization's growth and development.

Fine-tuning B2B Order Management Software

Finding quality B2B order management software can mean scoping out the best features, but it also means having complete control from multiple sides. You can adjust your chair to fit you, but is the software you're using able to adjust as much as you'd like it to? You need to find software that doesn't force you to adhere to its own rigid structure.

Portal Software Isn't Just for Placing Orders

Traditional paper-based order-handling methods fall short of meeting the speed and precision demanded by today's wholesale businesses. That's why it's crucial to adopt portal software designed to meet these unique challenges. This software goes beyond accepting online orders; it revolutionizes the entire operation, ensuring orders are managed efficiently across all channels.

B2B portal

Customer-Sensitive Pricing and Online Order Management Systems

Every small manufacturer is part of a supply chain, and it depends on a set of successful business relationships with its own suppliers and customers. Many small manufacturers employ a small staff, and they rely heavily on their online order management systems. One organizational arrangement for a small manufacturing firm might look like this: business owner/manager, four sales reps, two office workers, and three people performing production tasks. This example includes a total workforce of ten people. Any task that takes the skeleton crew away from their regular duties could adversely affect the company's bottom line. Here, we look at the importance of price elasticity and its relationship to online order management systems.

4 Ways Sales Rep Software Helps Your Staff Do Their Job Easier

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.

Sales representatives

Modernizing the Wholesale Sales Process: Avoid These 3 Out-of-Date Activities


Wholesale is a hard business to be in. There may not be manufacturing or consumers to deal with, but profit margins tend to be relatively thin, which means that even small mistakes can cause major problems. One of the biggest issues a business can run into is falling behind because of an old fashioned wholesale sales process. Technology moves quickly, everybody else is keeping up with it, so you have to too. Even the things that used to be cutting edge are now obsolete. Obsolete things waste time, and wasted time means lost money. Many of these outdated things can also lead to problems and mistakes that don't happen with new sales software, and some of your customers simply won't do business with a wholesale company that isn't using new technology. Luckily, there is software that can solve all of these problems. Here are a few of the things that you might be doing that can be modernized.

Online Order Management: Finding More Efficient Order Import Methods During Busy Times

Trying to achieve superior online order management might feel like it's impossible when demands keep increasing. You shouldn't fret if your B2B company is in this predicament, because you're not alone. Software solutions are available, and they work on multiple levels.

B2B Order Management: Creating Portals for Different Roles

As a member of the B2B industry, you're no doubt trying to find order management software with the ability to give more personal connections to your business customers and partners. Software that makes it easy for your customers and partners is the one you obviously want, and personal portals go a long way toward that goal.

Take Action with Customer Order Software

Manufacturing, wholesaling, and distribution companies all have similar requirements in their order process. These companies use internal and external sales people to build long-term relationships with B2B customers, manage customer inquiries, and customer information.

For these businesses, finding a great sales and order processing system to help your employees and customers is crucial. Customer order software delivers specific functionality to B2B companies looking to increase customer service while decreasing administrative costs. Finding customer order software that will integrate with your accounting software like QuickBooks, will allow you to expand your reach with your customers. 

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