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How every screen works, written from the product itself.
Data and imports, By role3 min readUpdated
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What owners, sales managers and reps each need from their order history, and how each one works the daily list.
Documentation
For owners: See which accounts are slipping before the quarter shows it
For distributor owners: which accounts broke their own ordering pattern, what they are worth, whether anyone called, and which product lines several accounts left together.
By role1 min readUpdated
Documentation
For sales managers: Every flag owned, and worked on time
For sales managers at distributors: one list of accounts to call, assigned to their owner, and rep scorecards showing who worked their flags on time.
By role1 min readUpdated
Documentation
For inside reps: Know who to call first, and what to say
For inside sales reps at distributors: your own accounts that broke their ordering pattern each morning, with the reason, a drafted opener and one-click outcomes.
By role1 min readUpdated
Documentation
For outside reps: Your list, on your phone, between visits
For outside sales reps at distributors: your list, account history, tap-to-call contacts and call logging, all on a phone.
By role1 min readUpdated