Outside sales reps play a pivotal role in your B2B operations as a manufacturer, wholesaler, or distributor. Leveraging independent sales reps can significantly enhance customer relationships and drive business growth. However, managing them efficiently can be challenging. By equipping your sales reps with advanced sales rep software, you empower them to better serve your customers and optimize the order management process.
Sales rep software is a tool that allows for online access to customer accounts and product information, as well as visibility into your inventory and shipping information. Your sales reps can place orders online from any device 24/7. The automatic creation of orders in QuickBooks eliminates data entry, improving order accuracy.
There are many advantages to having sales rep software.
Improved efficiencies
A standout feature is its seamless integration with your QuickBooks accounting software. This continuous synchronization ensures that product lists, inventory levels, customer pricing, customer lists, and complete transaction histories are always at your sales reps' fingertips.
Empowered with this information, your sales reps can place orders directly into the sales rep portal from any location, anytime. Orders are instantly processed and shipped through QuickBooks, eliminating the need for office re-entry and significantly reducing the risk of lost orders. This streamlined process minimizes errors, as orders are keyed in only once.
Up-to-the-minute information
Your team will instantly access the latest customer account and product information with sales rep software. No more unnecessary calls to the office disrupting workflow. They can easily access customer-specific pricing (leveraging QuickBooks price levels), real-time stock status, shipment confirmations, tracking details, and comprehensive order and payment histories. Tailored email alerts for new orders and related activities ensure your reps are always informed about their customers' accounts. This allows your internal staff to work with fewer interruptions, reducing time spent on customer service tasks and accelerating the order cycle.
Stronger customer relationships
Say goodbye to the delays of waiting for customer account information from the office. Sales reps can now dedicate their time to nurturing customer relationships and pursuing new business opportunities. With online access, they can effortlessly place new orders during customer meetings. Equipped with a customer’s order history, they can confidently suggest reorders based on previous sales.
Monitoring sales rep progress
You can view, print, and export over 30 customizable sales reports with admin access. These reports can be tailored to individual sales reps, allowing you to monitor their progress effectively. A custom message center updates your sales reps on product changes or pricing adjustments.
Can you benefit from a sales rep portal?
Businesses are constantly evolving in the quest for streamlined processes and enhanced productivity. Sales reps are dedicated to building stronger customer relationships and boosting sales. Providing them with the right tools is crucial for your business's growth. A sales rep portal offers an efficient and cost-effective way to cultivate a successful sales team.
