360 degree CRM for Wholesalers and Distributors
Keep and share detailed records of all contact information, conversations, transactions and activities with your customers, so you can serve them better and track their needs and buying behaviours.
Integrate your existing Email
Sort and view Email threads by mailbox, by contact. We provide a rich email template editor to reduce effort and make your messages look good.
See EVERY transaction type
Regardless of which online or offline channel your sales cycle begins and ends on, you can see and drill down on every transaction and its related interactions.
Preset and Personalize
By setting your and your customer’s trading preferences on the Customer record you can ensure EVERY transaction has the right terms every time.
Sales funnel management simplified
We provide the easy to learn and use tools your sales teams need to efficiently capture, track and convert leads to prospects and customers.
Capture & Track Leads
You can enter Leads or capture them from your web pages directly into our system so either your sales team can work the lead or our workflow automation engine can respond with an email..
Track Sales Forecasts
Salesorder.com gives you easy to learn and use tools to scrutinize and analyze what’s happening to the sales pipeline and each sales opportunity in real time, down to the line item detail. It’s easy to review, and accurately report individual and team forecasts by customer, product and service. Our system lets you make adjustments to individual and team sales numbers to ensure accuracy of submitted forecasts.
Any Sales Report Imaginable
In-depth and accurate visibility of everything that’s happening in sales. Customizable, real time, detail and summary reports which allow you to drill right down to the detail, and check, contrast and compare the numbers. If you need a unique report, we provide an affordable, quick turn around custom reports service to deliver exactly what you need whether it be a dashboard, tabular or matrix report.
“Milly was straight talking, thorough and super helpful” Rachel Moir, PM, Cafe Campesino