If you’re currently using RepZio for your B2B sales, you might find it meets basic needs for order writing, but in today’s competitive environment, “basic” isn’t enough. Zoey not only covers everything RepZio can do but offers a significantly more robust, flexible, and comprehensive solution. Whether it’s empowering your sales team, giving your customers a personalized self-serve portal, or automating your operations, Zoey transforms how your business operates.
Here’s why Zoey is the natural upgrade for businesses ready to move beyond RepZio.
Mobile App: From Lightweight to Enterprise-Grade
RepZio’s mobile app provides a simple tool for writing orders, scanning barcodes, and checking basic customer statistics. However, its capabilities have remained stagnant, with no updates since early 2024.
Zoey’s mobile app, by contrast, puts cutting edge technology and ERP-level functionality directly in the hands of your sales team:
- AI-Powered Order Writing: Scan or upload customer POs, convert text messages or emails into orders, or use handwriting recognition for seamless processing.
- Advanced Tools: Barcode scanning and 10-key support are enhanced by pre-built quick order forms and customer specific order forms simplifying the process of adding frequently sold products.
- Sales CRM on the Go: Manage accounts, multiple contacts, order history, invoices, shipments, credits, deposits, and more—all from the app.
- Lead and Opportunity Management: Use AI-powered badge and business card scanning to add leads, create opportunities, and generate sales quotes for building your customer list.
- Draft Order Collaboration: Share drafts with customers or monitor their eCommerce activity on your Zoey Storefront to assist and close sales efficiently.
With Zoey, your reps work smarter, faster, and more effectively, whether they’re online or offline, processing payments, or accessing real-time inventory and product data.
Storefront: Your Brand, Your Rules
RepZio provides a web interface for reps and relies on ShopZio, a shared marketplace, for customer self-serve capabilities. However, ShopZio introduces significant limitations:
- Your products appear alongside competitors’, reducing control and risking brand dilution.
- You can’t control how your products are presented or restrict customer access to sensitive data.
Zoey’s Storefront offers a superior solution, giving you a dedicated website and/or portal for your customers:
- Customer-Specific Experiences: Customers log in to view their unique pricing, product catalogs, and data you’ve tailored for them.
- B2B-Friendly Tools: Features like quick-order forms, reordering, and personalized configurations make ordering seamless.
- Account Dashboards: Customers can manage their accounts, business locations, employees, open invoices, and payments directly through the portal.
Zoey also has an Automated Accounts Receivable System, streamlining invoice collection and payment reminders, saving your accounting team time and effort.
Zoey Core: The Heart of Your Business
Zoey Core is the foundation of the platform, offering ERP and accounting-level functionality to manage your entire business. It combines tools for CRM, PIM, OMS, and website building into a single, cohesive system that simplifies operations and boosts productivity.
A True Order Management System (OMS)
Zoey Core provides powerful tools for managing every stage of the sales process:
- Quotes, drafts, sales orders, and invoices.
- Payment management, including partial payments, deposits, credits, and refunds.
Integrated Functionality
Zoey Core eliminates the need for separate systems by offering:
- CRM: Manage leads, opportunities and customer relationships, contacts, locations, order history, invoice history, payment terms and more.
- PIM: Handle complex product data, including bundles, kits, packaging options, multi-location inventory and customer-specific pricing structures.
- OMS: Streamline the order-to-fulfillment and invoice/billing processes with tools built for B2B.
- Website Builder: Create a branded storefront that reflects your business and supports your customers.
B2B Data Powerhouse
Zoey Core also excels in managing the complexities of B2B data, including:
- Contract pricing, volume-based discounts, and customer-specific preferences.
- Advanced rules for minimum order quantities, product restrictions, and account-specific payment terms.
This all-in-one platform ensures your team has everything they need to manage your business efficiently.
Automation: Transforming Your Business
RepZio relies on third-party providers for data integration, adding cost and complexity. Zoey, however, automates your operations with out-of-the-box (OOB) integrations and built-in tools:
- OOB Integrations: Seamlessly connect to major accounting and ERP systems, inventory platforms, and warehouse/fulfillment software like Quickbooks Online, NetSuite, ShipStation, Sage 50, Finale Inventory, SkuVault and more.
- Data Management Flexibility: Use Zoey’s “Data Mapper” tool for customizable and scheduled bulk data transfers or leverage its open REST API for advanced tasks.
To ensure a smooth transition, Zoey includes an Implementation Program with every subscription. This program provides access to a dedicated implementation specialist at no extra cost, helping you get live in as little as two weeks.
The Zoey Advantage: Revolutionize, Upgrade, and Automate
Zoey is more than a software platform—it’s a complete solution for modern B2B sales. From empowering your sales team with advanced mobile tools to giving your customers a personalized storefront, to automating your business processes, Zoey transforms how you operate.
If RepZio has been a good start for your business, Zoey is the next step. Switch today and experience the difference a truly comprehensive B2B solution can make.
Read more about Zoey vs. RepZio
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Contact us today to learn how Zoey can elevate your business.
