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  • Target Accounts
    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.
  • Principal Management
    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.
  • Order Data
    Access information locked in an ERP system. Have a unified view of customer activity, from opportunities to orders.
 Integrate with P21:
Quote to Order
Order History
Customer and Ship-to Records
Part Numbers