Sales Rep Connect
Sales Rep Connect is designed to assist your sales force anywhere they have internet access. Place orders, track shipments, research order history, maintain contracts, set up web users, and view critical sales and account statistics for any customer. Plus grant better access to critical information including quantity in stock, skid quantity, cube size, weight, future PO dates, cost, gross margin, item demand and more. Empower your sales team today!
Specialized Shopping Cart
Our specialized shopping cart enables sales reps to quickly enter orders for any of their customers. Product search, order history, and order by item ID features are all conveniently located on the cart page, allowing rapid, targeted order creation.
Sales reps can change item prices directly on the cart page and instantly see resulting gross profit margin. Or simply enter the target gross profit margin, and let our sales rep portal calculate the correct price for you.
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Web User Administration
Tired of all those calls into your help desk requesting setup of new users, forgotten usernames, or password changes? Sales Rep Connect lets your sales force manage their own customers: create new users, modify user contact information, reset passwords, assign purchase approvers, and establish buying limits and much more.
Customer Account Activity
Quick access to common account activity data including last payment date, last statement date, balance due, overdue amount and much more. Last invoice ID, invoice amount and invoice date are also displayed with a link to quickly view and print the last invoice.
Customer Sales Summary
Empower your sales reps with sales history for their customers. View total sales amount, cost of goods sold, cash received, number of invoices, number of returns, profit dollars, and margin percent. This valuable sales summary information is immediately available, broken down into three common date ranges: month to date, year to date, and previous year.
Customer Order Research
Sales reps can now research their customers’ order, quote, and invoice history anywhere they have internet access. Simply log on to Sales Rep Connect, select the customer, and search by date, invoice ID, or purchase order number. Sortable results and links to related document listings provide quick access to critical information. Sales reps can even track their customers’ shipments with direct links to major carriers like Federal Express and UPS.
Quickly Locate & Switch Customers
Our customer search allows sales reps to quickly find their customers, allowing easy management of even the largest customer portfolio.
Price Check
Quickly check customer pricing on multiple products.
Purchase History
Sales Rep Connect makes reordering easy! Browse past invoices & sales orders with easy one click reordering. Search purchase history using keywords or item IDs and quickly find all invoices for any item. Sales reps can even browse any customer’s purchase history with built-in keyword, category, and brand filters.
Advanced Favorites Lists
Sales reps can get their customers up and running fast using our advanced favorites lists. Create lists for customers, assign to any user, and share favorites lists among users and companies. It’s all easy using our intuitive drag-n-drop interface.
Full Integration with Customer Connect
We built Sales Rep Connect on top of our full featured eCommerce platform Customer Connect, giving your sales reps seamless access to the same powerful features as your customers: product search and filtering, extensive item content and much more. To learn more about Customer Connect, click here.
Customer Specific Pricing—Always
Leveraging our enterprise system’s sophisticated pricing engine, Sales Rep Connect always displays the customer’s specific price. Any price changes implemented online by your sales force are immediately effective, ensuring customers get the correct price today for both online and phone orders.
Customer Contract Maintenance
Empower your sales force by giving them the ability to maintain customer contracts. Reps can add and remove items, view costing information, and set customer price by margin, net price and perform other contract-related tasks.
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Easily Hide Sensitive Product Information
One click and sales reps can hide product costing and margin information.
Order Guides
Provide convenient access to frequently purchased items. Order guides can be assigned to customer groups, specific customers, or delivery location. Sales reps can even set-up and maintain their order guides online.
Delivery Calendar
When placing an order, sales reps can view their customer’s established delivery calendar, allowing quick, visual selection of the best delivery date for every order.
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