Do you find yourself constantly working to provide reports, details, and snippets of other information to the sales reps for your business?
Have you considered moving toward more of a "self-serve" approach and letting your sales reps access this information themselves without you being stuck in the middle?
If so, consider the Crik-IT sales rep/CRM portal for QuickBooks.
Their solution will provide sales reps (and customers too!) with access to current sales reports, dashboards, inventory, order and invoice information. Reps can also enter orders themselves as well if you want them to!
THE CRIK-IT PORTAL/CRM FOR SALES REPS
- Year over year sales comparisons for a 3 year period
- Monthly sales comparisons for the past 3 years
- Reports by SKU, customer, rep or product line
- And more...
The Crik-IT Portal/CRM can also help automate and streamline the administration of your sales reps in the following ways:
- Complete remote access - no need for them to be inside QuickBooks itself
- Lead and opportunity tracking
- Order entry
- Inventory availability
Here is a sample dashboard view from Crik-IT:
And here are samples of a few of the reports available for instant access:
FREE TRIAL FOR QUICKBOOKS DESKTOP OR QUICKBOOKS ONLINE
Crik-IT is compatible with both the desktop versions of QuickBooks (Pro, Premier and Enterprise) in addition to QuickBooks Online. You can grab your 30 day free trial today.
Take it for a test drive so you can get a deeper look at how it can solve common headaches when working with a team of sales reps.
PRICING FOR CRIK-IT
Crik-IT is offered in several different packages, which include:
- Customer Service Package
- Order Desk Package
- Sales Force Package
- Full Circle Package
For example, the Customer Service Package starts at $29/month for 1 user, and then an additional $15/month for additional users.
Features and functionality scale up as you move across the various package offerings. Just follow the Pricing link on this page for more details.
WHAT'S YOUR APPROACH TO SALES REP MANAGEMENT?
I'm curious - do you currently use CRIK-IT? Have any thoughts to share on it?
Using something else for managing your reps?
Please let me know how you're handling this aspect of your business - others will be interested as well!