A mobile app is the perfect solution for ensuring that salespeople can work whenever and wherever they are. By having an app that can work on their mobile device, they can bring it with them to client visits, conventions and conferences, or even use it in the office while they’ve got something else pulled up on their computers. The best options will have an offline mode, ensuring sales can still be recorded even when the Internet connection is iffy, especially on rural routes or at conferences with lots of people.

Attribution is a critical part of the sales process, and one we know is important to ensuring salespeople get credit for sales secured from their customers. To simplify attribution, customers and customer groups can be assigned to a specific salesperson, so by default sales from those customers or groups can be automatically attributed, including those placed via self-service means. This ensures salespeople are given credit, regardless of how their buyers ultimately place their orders, and ensures easier calculation of commissions due for those sales.

If buyers can place their own orders, and salespeople can avoid processing orders later by placing them in real time, it can unlock time for recruiting more businesses and increasing the purchase frequency of existing ones. For the sales team, this allows you to focus on new customer acquisition and customers that need a helping hand. Your new buyers will have a better experience since the sales team will have more availability, and existing customers will have an easier time reaching sales support.

Sales requests collected through Zoey’s storefront are automatically entered into the CRM as Opportunities. Your Sales Reps will be notified of new opportunities allowing them to contact prospects while tracking the entire sales cycle with the CRM’s Sales Flow feature.

In addition to taking orders without internet access, the CRM on Zoey’s Mobile App includes leads and opportunity capture, easy access to account notes and contacts, and clear metrics for quick decision-making.

There are a variety of ways that technology can backstop and accelerate the sales process. For organizations that are still taking orders via manual processes (paper, phone, email, fax, etc.), moving to an electronic format can reduce data entry errors and data duplication errors by inputting orders directly into an electronic order management system. In turn, being able to create Drafts and Quotes ensure the ability to document information for later, or get customer approval on the items being ordered. All along the way, using technology shortens the process, yielding more time for sales generation from both new and existing customers.

Not at all! The reality is an increasing number of your buyers are getting more comfortable with self-service technology, and prefer placing orders on their own that don’t require specific assistance. For your sales team, they can focus on drumming up sales from customers who have gone silent, and bringing on new business that will need assistance getting started. And even orders placed by salespeople can be tracked through a self-service system so your buyers can see where in the process their orders are without having to ping the sales team. So it can reduce the time required per sale, allowing salespeople to provide more dedicated assistance to new customers and existing ones who require the support.

Technology can replace existing methods of capturing orders, and in some cases facilitate orders taken in non-ideal ways through technology today. Instead of manually receiving orders by phone, email, pen and paper while in person, you can use a B2B Ecommerce platform built for your warehouse to thrive online. You can connect Ecommerce to other key systems, especially if you’re managing a more complex business setup. If you have fulfillment partners or a warehouse, they can be linked in as well, allowing a seamless flow from order placement to fulfillment to invoice management/payment.

Zoey’s CRM integrates with external CRM’s such as Salesforce, enabling easy export/import of your data, APIs, connectors, and Webhooks.