Best Field Sales Software for QuickBooks Online

The number one unified B2B sales platform for medium-sized to enterprise CPG/FMCG manufacturers & distributors. This omnichannel commerce platform will manage all aspects of your B2B sales - and includes a robust trade promotions module. With it's B2C-like experience, Pepperi consists of a B2B eCommerce storefront, mobile order-taking app (iOS/Android), Sales Force Automation, Trade Promotions, Retail Execution, Route Accounting / DSD & Inside Sales - in ONE integrated cloud-based platform that runs online & offline on all devices to maximize online B2B and in-person sales. The Pepperi IPaaS (Integration Platform as a Service), will keep your data syncing seamlessly to your existing software such as ERPs, Accounting software, Payment & Shipping gateways. Pepperi is trusted by over 1000 companies in 65 countries. and has offices in the US, Europe, Middle East and Australia.

The Now Commerce Sales Rep Portal transforms your B2B sales strategy with innovation and ease. It empowers your sales team to efficiently enter orders through a branded portal tailored for their specific accounts, whether they are inside, outside, or part of rep agencies. With the Sales Rep Portal, your team can effortlessly input orders, access real-time inventory data, and deliver personalized customer service from anywhere, at any time. This streamlined system enhances sales by showcasing wholesale pricing, enabling order tracking, and accommodating multiple pricing tiers, ultimately fostering stronger client relationships. Orders placed online are automatically integrated into QuickBooks, reducing your order entry workload. Seamlessly compatible with both QuickBooks Desktop and QuickBooks Online, the Now Commerce Sales Rep Portal is a state-of-the-art solution designed to elevate your business performance.

OctopusPro is an all-in-one field service management solution that empowers mobile and home service businesses with seamless scheduling, booking, invoicing, and workforce management. Designed for industries like cleaning, landscaping, pest control, healthcare, and automotive services, OctopusPro enhances efficiency by automating operations and improving customer interactions. With features like real-time tracking, automated notifications, secure payment processing, and online booking, OctopusPro minimizes admin tasks while maximizing productivity and revenue. Its customizable interface adapts to businesses of all sizes, making service management effortless. Join thousands of professionals who rely on OctopusPro to streamline their workflows, boost customer satisfaction, and scale their businesses effortlessly.

ForceManager CRM was designed by sales reps. ForceManager was designed with sales reps in mind. It is a CRM solution that simplifies the work of sales representatives so they can concentrate on what matters: building relationships with clients and selling. ForceManager is a leading CRM that offers a full-service WebApp. It can be used for any work style, including office, home, or field. Its user-friendly interface, built-in geolocation features, high adoption rates, and high adoption rate are the key to the success of this solution. ForceManager is based in Barcelona, Spain. We also have international offices in London and Berlin, Venice, Mexico City. Our team boasts more than 100 employees and serves over 1,500 customers around the world.

SimplyDepo, a web-based and mobile solution, aims to digitalize the wholesale industry. It is designed for brands, distributors and wholesalers. The platform's solid feature set allows wholesalers and retail to save time by eliminating the need for time-consuming order form, catalogs, emails, phone calls, and faxes. It is a web-based solution that allows brands, wholesalers and distributors to manage orders, products and promotions, customers and reps, routes, and receive advanced analytics. Its powerful mobile applications make it easy to write orders, access catalogs, inventory and order history while on the move. Delivery managers can also use this platform to organize delivery and fulfillment. SimplyDepo's vision is to become the leading platform for wholesale necessities.

Selling can be difficult! It can be difficult to sell. However, having a clear plan, a supportive environment, and a sales CRM software can help you make it easier. Kylas can help you identify the right sales opportunities and support your sales efforts to increase success. It is essential to keep track of your opportunities and engage with them frequently to convert leads to deals, contacts, and companies. Kylas allows you to quickly search and filter your results. It also gives you a 360o view all your Leads. Deals, Contacts, Companies, and Leads - the core pillars of your Sales Pipeline. Kylas allows you to quickly capture leads from different sources and understand which ones can be converted into deals. Effective Sales Pipeline Management will ensure that your sales deals don't go sideways. You can create multiple and fully customizable lead and deal pipelines with multiple stages that meet your needs.

inSitu Sales provides a comprehensive mobile sales application that features route management, order taking, inventory management, other tools to streamline the sales process. Equip your sales teams with mobile devices and access to real-time data, enabling them to efficiently manage customer interactions, track inventory, and process orders on the go. Providing an all-in-one cloud based mobile order management system with ERP integration (QuickBooks®, Xero, SAP and Excel). Our B2B eCommerce solutions designed to facilitate online transactions between businesses. Our B2B eCommerce platform provides a user-friendly interface where businesses can create their online catalogs, showcase their products, and enable customers to place orders directly through the platform. Streamline the ordering process and efficiently manage and fulfill customer orders while providing their clients with a convenient self-service option. Insitu Sales' B2B eCommerce solutions aim to enhance the overall buying experience for businesses by combining the ease of online ordering with the personalized service and relationship management that is essential in B2B transactions.

MobiWork®, the award-winning mobile workforce software solutions, is a great fit for businesses with contractors and employees who are often in the field. Each turnkey solution is tailored to a specific industry or use case, and can be deployed immediately. It can also be configured and made available in multiple languages worldwide for companies of all sizes (small, medium, and large). MobiWork®, a turnkey software solution, is tailored to a specific industry vertical. This is based on industry best practice, successful deployments around the world, and the wealth of knowledge that we have accumulated over the past 10 year helping companies of all sizes.

Handshake, the mobile eCommerce platform for distributors and manufacturers, will deliver the sales experience that your customers expect. Handshake gives businesses, their employees, as well as their customers, access to a variety of feature-rich apps. Handshake Rep is a mobile or writing solution for sales representations. Handshake Direct Online, and Handshake Direct Mobile, are B2B ecommerce ordering platforms for buyers.

Skynamo is the only Field Sales Software that can be used by manufacturers, wholesalers, and distributors. It allows reps to accurately plan their account visits, organize their day in the most efficient way possible, recall and track all client communications, streamline order submission and information gathering, and streamline onsite information collection. Managers gain insight into the time and habits of their reps so they can coach them around. They also learn what is leading to success on the field so that they can spread it to the rest of the team. Skynamo provides a customized solution for sales teams, whether they need an ERP, inventory, or accounting solution.

The proven Solid Route Accounting transforms popular ERP systems into a fully automated route accounting system designed specifically for the distribution industry. Solid Route Accounting provides mobile invoicing, customer order entry and inventory control. In use by field sales, direct store distribution and van sales, it streamlines the mobile portion of your business into one seamless system with your ERP system. By operating from today’s Android and iOS devices, your business gains in these areas: - Mobile sales staff move through customer sites up to twice as fast because of accurately priced and professionally printed customer orders and optional barcode scanning. - Accounting time is reduced by up to 90% because accounting staff no longer re-enter transactions while accounts receivable statements are up to date. - Mobile inventory is tracked accurately and automatically so that fill rates are higher and shrinkage is much smaller. - Managers can easily understand where mobile sales staff has stopped, who has produced sales, and what products have been sold. In short, management reporting is significantly improved. Solid Route Accounting takes care of your business so you can take care of your customers.

Inzant Sales is a mobile platform that allows wholesalers to sell. Inzant Sales offers a range of services, including the ability to present stock, place orders and manage their CRM. It also allows sales reps to map clients geographically. Inzant is based in NSW (Australia) and works closely with clients to ensure a smooth rollout. The platform can integrate with any major ERP and accounting software, which streamlines the entire sales process. Reps can easily present your entire product line at the touch of one button. The integration between the platform with your back-office programs reduces administrative time and minimizes paperwork. Automating the repetitive aspects of wholesale sales allows you to concentrate on what's important to your business, instead of being bogged down in paperwork and reporting.

No-code apps IT and developers will love. Appify's no-code platform allows you to create robust, secure apps that can connect to your existing systems. You can choose from a growing number of pre-built Appify Apps that will digitize any business process. Easy updates to existing apps are possible with our no-code platform. Appify's no-code platform gives IT teams the power to digitize any process and integrates with existing systems. We need to get tools to our teams quicker in order to move faster. No-Code is the technology that allows you to do this. Appify is an enterprise-grade platform that does not require any code. It makes it easy for you to create and deliver mobile apps to your customers and employees. Appify considers its employees like family. We believe in the same values and strive to ensure that everyone on our team shares the same values. Platform that abstracts the backend code to allow you to drag-and-drop apps.

Streamline your order process and accelerate product presentation to increase sales. Our online platform allows you to manage customers and products as well as orders. You can filter the information to suit your sales rep. Our open platform supports XLS, CSV and XML files and integrates with partners such as Microsoft and QuickBooks. Data management is easy. Import and export orders, customers, and products. Products details, such as prices, stock levels, and photos, are constantly updated. New products can also be added daily. It is possible to present products in a concise and convincing manner. You can group products by color, size, or model number. Each customer has a complete order history and visit history. This allows you to quickly review the order and visit history of each customer before meeting with them. You can also take pictures of defective products or shop decorations with the camera.

Aleran’s Connected Commerce Platform is a cloud-based and fully composable platform that delivers seamless and flexible commerce and order management solutions for manufacturers, wholesalers/distributors, and sales organizations. It provides solutions for B2B/B2C E-Commerce, Marketplaces, Headless Commerce, Sales Order Management, and Catalog Management.

LeadPerfection is a state of the art system that manages companies in the Home Remodeling or Home Services industries. LeadPerfection is an enterprise-class software that sets it apart from its competitors. LeadPerfection is more than a tool. It is meant be the heart of your business. This is how fortune 500 companies have been creating and implementing systems for more than a decade. LeadPerfection not only tracks and reports sales activity but can also tie into your accounting and payroll systems. This makes it the only "closed loop" business processing solution commercially available. It also includes an automated Do Not Call/Mail component. LeadPerfection allows you to enter the schedule for all sales representatives for the next weeks so that appointments can easily be booked. LeadPerfection allows you to define up six timeslots per hour.

Order Taker is the most user-friendly and feature-rich wholesale mobile ordering app. It also serves as a B2B eCommerce website store. Our user interface is simple, intuitive, and easy to use for non-technical users. Access fully customizable DSD mobile ordering, B2B eCommerce solutions, integrate with any back office accounting system, and enjoy the most advanced field sales mobile ordering features and B2B eCommerce website store features for buyers and sales reps. Sales reps have the ability to access the mobile or tablet app offline so that orders can still been prepared, order history can be reviewed, and account information can be collected even if they aren't connected to the internet. Mobile ordering app and eCommerce web store for wholesale distribution and enterprise brands of all sizes are fully customizable.

You can manage the rules that will be applied to perform tasks and analyze data from the office. Companion®, REP has hierarchies to attach behaviors to configurations. The working methods of representatives can be configured based on the type of customer or banner. The application adapts the transaction screens according to your working style, ensuring maximum efficiency in the store. Allow your managers to make informed decisions based on precise data analyses, thanks to dynamic dashboards that are powerful and well documented (number of visitors, orders, distributions, photos, surveys). This powerful solution was created to give our clients the ability to record much more information than what is offered by traditional ERP. Ensure you have all the information you need to make strategic decisions at your fingertips.