![Crik-IT B2B Sales Rep Portal Crik-IT B2B Sales Rep Portal Quotes and Orders App](png/thumbnail82c4.png)
Crik-IT B2B Sales Rep Portal
by Crik-IT LLC
What is it all about?
With Crik-IT CRM and portal, sales reps and customers can access current sales reports, dashboards, inventory, order and invoice info, and can enter orders themselves! Available for QuickBooks Desktop and Online.
Is this CRM & Portal app for you?
Yep, it is… if you:
Are a manufacturer or distributor
Have sales reps and / or a reseller channel
Want to give your sales team and channel CRM & other tools they need to better sell and service your stuff
Handle warranty claims (or not!)
Video
Video & screenshots
screenshots
Who is it for?
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!
Benefits
Crik-IT for QuickBooks is a cloud-based B2B and sales rep portal developed for manufacturers and distributors who run their business on Intuit QuickBooks. Crik-IT offers your distribution channel and reps instantaneous remote access to critical information... even when your offices are closed. Your reps can access up-to-date sales reports whenever they like. And, while your dealers are busy on weekends and holidays, they will have access to the information they need to immediately respond to questions from their customers. This reduces customer walk-outs and increases on-the-spot sales. That's why some of our users call Crik-IT a "Virtual Account Manager". It is a web-based customer service representative that is always available to answer your dealers' questions, to take their orders (and optionally put them into your QuickBooks system automatically), to receive their warranty claims, and much more.
Pricing
Description
We offer a free 30 day trial. Beyond that, we have 4 different plans starting at $29 for the first user. See http://www.crik-it-portal-for-quickbooks.com/pricing.htm for details.
Integrates With
![Crik-IT B2B Sales Rep Portal Crik-IT B2B Sales Rep Portal](png/thumbnail82c4.png)
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