Crik-IT B2B Sales Rep Portal

Key Features

Sales Reports – Current, Meaningful, Easy to Understand 3 year over year comparisons Monthly comparison for past 3 years By SKU, by Customer, by Rep or by Product Line Actual versus Forecast Sales forecasts by Unit and / or by Dollar Volume Dealer visit goals and reporting Graphical dashboards for sales executives and for reps CRM & Other Rep Tools for Targeted Channel Management Anytime, anywhere access to… Sales reports by territory or customer, with trends and actual vs forecast Invoice history Order entry CRM and Contact notes Leads & Opportunities Graphical snapshot of territory & customer performance Armed with CRM & other portal tools, your reps provide better direction to their customers, resulting in more sales for you. B2B Customer Tools – The easier you make it for your customers to do business with you, the more business you’ll do! With Crik-IT your customers can: Check your inventory availability (optional… this can be hidden) Enter an order quickly & easily (even handles standard orders) Reprint an invoice See if a replacement part is being sent for a warranty claim Access documents you put into your Crik-IT library Update their own QuickBooks inventory info when you change prices Tools for your staff Anytime, anywhere access to… Customer info & CRM tools Sales Reports Transaction history Inventory status Library management Announcement updates And a whole lot more! Lots of other stuff too… Customers see product lines they’re authorized for Automatic email alerts to customers, reps, & staff Have accessory items? Crik-IT increases add-on sales and reduces ordering errors. Library with items you add, categorized as you like, & limited to user types you choose. Auto email customers new invoices or orders to up to 3 email addresses Show announcements with links Much more… try us out for 30-days free… it’s easy!