This app expands business processes from ERP management software to mobile devices. It helps users manage sales, opportunities, leads, and customer support with real-time information.
Manage wholesale orders and track inventory in real time. Create and send quotes, process payments, and view sales reports. Sync with accounting software and access customer data on the go.
The app automates field processes for sales representatives and merchandisers, eliminating manual paperwork. It improves data quality through electronic collection methods like surveys and product scans, and allows for picture and signature capture.
Automate scheduling with task assignment and electronic task receipt. Track customer trends and analyze revenue vs service costs per account. Access real-time sales rep availability for urgent support.
Manage customer interactions with built-in communication tools. Create and send professional estimates and invoices with customizable pricing. Track project progress and manage client approvals digitally.
Access company news, financials, and SEC filings. View CxO details and social buzz. Analyze firmographics and psychographics. Use DISC personality insights and Buyer’s Groups for targeted sales strategies.