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SalesRep Portal-01

Capture customer orders while out in the field

Sales Rep Portal is an easy-to-use, web-based application that allows your sales team to take orders while in the field. Available to download on a smartphone or tablet, the Sales Rep Portal gives your sales team to trade from any location with internet access. So, from a distribution centre in D.C. to offices in Orange County, there's no need to wait to get back to the office.

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Capture customer orders while out in the field

How can Sales Rep Portal help your business?

Place orders
without delay

Gain business insights
from anywhere

 

Empower your
sales force

Place orders for customers without delay

Place orders for customers without delay

 

Your sales teams can now get their orders in while out in the field. Customers no longer have to wait for orders to be placed, and your business can get the order in while your sales team is on the move.

    • Get real-time inventory positions and access item information, including images, packaging, and web links.
    • Retrieve customer sales, orders, and other information directly through your smartphone or tablet.
    • Customer orders and invoices can be emailed directly from the phone.

 

Gain insight into your business from anywhere

Gain insight into your business from anywhere

Sales Rep Portal gives your outside sales representatives insider access to the necessary information. Sales Rep Portal will reduce calls to the office regarding item availability, product specifications, customer account contacts, addresses, and the real-time status of your customers’ open orders or invoices.

  • Get real-time inventory positions and access item information, including images, packaging, and web links.
  • Retrieve customer sales, orders, and other information directly through your smartphone or tablet.
  • Customer orders and invoices can be emailed directly from the phone.
Empower your sales force

Empower your sales force

Sales representatives can access marketing programs through the Sales Portal, allowing them to submit special pricing requests for approval that seamlessly flow into your company’s promotional file.

  • Access customer numbers and email and view customer locations via Google Maps.
  • Email customer orders and invoices straight from the app without needing paper or postage.
  • View top-level sales metrics, such as performance for month, year, or year before, for comparison.

Integrates with

K8
 Enterprise

Perfect for medium to large enterprises, K8 is a sophisticated cloud-based ERP and business management solution that delivers a complete digital strategy for profitable growth.

Key features:

  • Streamlined sales process
  • Easily analyse your finances
  • Make rebate management simple
  • Automated invoice processing
  • Optimised warehouse management
Learn more about K8

Want to learn what we can do for your business?

Get in contact today