Sales representatives are always looking for ways to make it easier to convince people to buy. They're interested in anything that will make the process more efficient, increase order sizes, and reduce the number of fruitless encounters. Because of this, it's typical for a salesperson to have read several books, added technological aids like smartphones and tablets, and to have learned all about the products they're selling.
Salespeople find their jobs significantly easier when the company supports them in achieving their goals. Recognizing this, they are more likely to embrace new technology, such as sales order software, provided that the software offers genuine benefits to them.
Here are some of the things that sales reps will be looking for in a sales rep portal:
Ease of use
A sales rep portal must be easy to figure out and use. Salespeople will find it easier to use the old-fashioned methods and bypass the technology if it isn't. Therefore, the first requirement for software should be an intuitive, efficient user interface.
Quick access to information
Your sales team will need to access key information while on the job. This allows them to answer questions asked by prospects and customers. Some of these data points include stock availability, lead times, prices, and shipping information. Customers will also need to know things like how much credit they have left and the status of their prior orders. Good sales rep software will allow representatives to pull up all this information with just a few clicks.
Interactivity
It's good to be able to access information, but it's just as important to be able to enter new data into the system. The software must accept orders and update customer information and new customer information on the fly. This allows sales reps to close orders right on the spot - while the customers are still "hot" and ready to buy.
Mobility
The days of field agents calling into the main office to relay new customer orders are coming to an end and for a good reason. Calling in requires sitting on hold, increases the chance of errors, and annoys customers who are stuck listening to reps talking on the phone. Modern sales rep software makes it easy to bypass all of these problems. As long as a Wi-Fi connection is available, your representative can log in from any laptop, tablet, or smartphone. Then, the rep can enter all of the relevant data. Orders that once took 15-30 minutes to complete can be entered in a minute or two. Even better, there is less chance for error since fewer people are in the information chain.
How it Works
The Now Commerce sales rep portal can do everything by integrating with your existing QuickBooks accounting software. This integration means that the information your sales team sees is always up to date. When sales reps enter orders into their sales rep portal, the orders are automatically created in your QuickBooks database. Because of this, you never have to worry about syncing data sets or losing information from the field. The information is transmitted to everyone who needs to know as soon as it is entered.
Since Now Commerce is made specifically for QuickBooks, it takes no time at all to get started. Please feel free to contact us for a short demo. We'll be glad to help you move your sales force into the modern age.
