Features

From our SmartCatalogs that enable sales personnel to have all the product information formerly contained in pounds of paperwork instantly available on their laptops to an auto-recalculating worksheet that allows you to play "what if?" with pricing and gross profit to self-populating forms ready to share with clients; we have much of your work flow covered.


But our top feature is the ability to customize SmartSales to fit your organization. Embed us into your work flow by synchronizing your customer, colleague and pricing data so your sales team does not have to hand enter this info. Work with us to create custom forms out of your existing paper and electronic documents so that you customers see the same proposals and purchase orders they are used to, only now they are automatically populated with order data by SmartSales. An employ OrderLink to deposit the customer accepted order into your order processing system for final disposition.


SmartCatalogs

One of the key features in SmartSales is our SmartCatalogs. We take the manufacturer PDF catalogs and make them clickable so that you can add products to your order right from the catalog pages with a single click.

Forms

Formerly known as "reports", Forms are PDF files (custom or SmartSales defaults) generated with mapped data from your orders. These forms are ready to be sent out to prospective buyers or internal colleagues for furtherance of the ordering process.

LiveWorksheets

The Live Worksheet is where the magic happens. Manipulate cost, discounts, gross profit, customer price and instantly dependant values recalculate. Take the guesswork out of pricing your order while maximizing profit and minimizing time spent in order creation.

Shared/Custom Data & DataSync

GOOD: Instead of everyone in your organization maintaining their own data, users within an organization can share customers, colleagues and instead of starting with a blank slate when it comes to products and pricing we have a default product database with pricing provided by manufacturers.


BETTER: Provide us with your customer, product/pricing data and we will make it available to your users (and only your users)


BEST: Work with us to setup data synchronization and your sales team can have your up-to-date pricing data at their fingertips.

OrderLink

Once your customer has accepted your proposal how do you finalize your order? If you organization has an order processing system we can create a file compatible with that system and with one click send your order data from SmartSales to your company's order processor.

Promotions

We have multiple ways of managing promotions whether they be dealer based or manufacturer based. We can highlight sale products, promote package deals, announce product line or company wide discounts and more. We are ready to work with you to get your deals seen.

Product DBs

Order History / Analytics

Coming later this year you will be able to examine your order history and report on it using various criteria. Managers will have access to all order data created by their sales teams and organizational admins will have access to order data from everyone in the organization.

Click on any of the product features listed above or Contact Us for details