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Improve sales results by focusing on "target" accounts, ranked by current and potential growth.
Cost of Sales
A rep firm monitors expenses in the context of forecasted and actual sales and tracks the ROI of marketing expenses.
Managing Profit Expectations
Tracking profit margin for completed and forecasted business allows focusing on high-margin lines and products.
Manufacturer’s rep/distributor needs to be able to analyze input and forecasting of revenue per principal.
Managing Principal Visits
As a rep or distributor you need to manage the sales calls that principals (manufacturers) make with your sales people.
Customer Credit Status
Sales and Service teams want visibility of order, invoice and credit status data for their accounts, but don't have access to the ERP system.
Access information locked in an ERP system. Have a unified view of customer activity, from opportunities to orders.
WHAT OUR CUSTOMERS SAY...
Opportunity and Project Level Management
Load Goal Management and KPIs
Integrate with P21:
Quote to Order
Customer and Ship-to Records
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