All-in-one order management and accounting solution
Management and (presales or DSD) sales reps get a 360 view of customer interactions at your fingertips. The Intuit QuickBooks and OIS integration gives you quick access to all customer profiles, including order history, sales, returns, credits, debts, and top-selling items per store. Keep track of every encounter with customers to better serve their needs
Management and reps get access to greater inventory visibility, which updates near real-time. Allowing reps to create orders right from the app with visibility of inventory that is in or out of stock. Management can easily add new products or additional stock and synchronize so reps are ready to sell in the field.
Management gets greater visibility into your salesforce productivity, including access to KPIs, daily routes and store visits. Set sales goals and assign stores per rep, as well share marketing sales or product documentation per customer, per rep. Reps get access to this information right from the app on their cell phone.
Our seamless integration allows you to quickly view the days, weeks or months KPIs to make well-informed decisions as needed. Customize your dashboard to view your reps productivity, sales goals and inventory all in one place.
