DM2 and xkzero Mobile Sales Partner Webinar July 20, 2017

Transcription

1 DM2 and xkzero Mobile Sales Partner Webinar July 20, 2017 Paul Ziliak Co-founder/Partner xkzero Trent Campbell Professional Services Consultant DM2 Software, Inc. Tom Lane VP Marketing DM2 Software, Inc.

2 The Sage Eco-system Petroleum Marketing Bill of Lading Blending Cardlock Convenience Stores Delivery Scheduling Fuel Tax Home Heat Lube Re-packaging Propane Supply Chain Automation Truck System Automation Core Accounting and Financials Accounts Payable Accounts Receivable Bank Reconciliation Fixed Assets efiling and Reporting General Ledger Electronic Funds Transfer Electronic Reporting Paperless Office Sales Tax Business Intelligence Business Alerts Business Insights Explorer Business Insights Reporter Business Insights Dashboard Sage ERP Intelligence Crystal Reports Custom Office Visual Integrator Alerts and Workflow Document Management Customer Relationship Management Sage CRM MailChimp Marketing Automation Chevron Project Transform DocuSign Integration Distribution Bar Code Credit Card Processing Inventory Management Paperless Office Point of Sale Purchase Order Sales Order EDI NEW! - Mobile Sales Human Resource Management Payroll Direct Deposit Electronic Reporting Sage HRMS efiling and Reporting Time & Attendance Sage Payroll Services Time & Project Management Job Cost Sage MAS Payroll Sage TimeSheet TimeCard ecommerce Customer Self-Service Shopping Cart ecardlink

3

4 Evolving

5 What about us?!

6 How important is mobile sales automation?

7 distribution-business-tips-for-success?qid=e48edd62-8be3-4a29-96fc ea3be8&v=&b=&from_search=1

8 Running a Successful Distributorship 10 Tips 1. Hire the right people 2. Stop writing and managing orders manually 3. Get your inventory under control 4. Give your sales reps what they need to succeed 5. Differentiate on customer service (not price) 6. Keep your cash flow under control 7. Invest in B2B ecommerce now 8. Make proper sales territory management a priority 9. Speed up order fulfillment 10. Build long term relationships

9 So, Do the Sales Tools Matter?

10 Do the Sales Tools Matter?

11 Do the Sales Tools Matter?

12 Example: ONSITE WITH CUSTOMER 1. Ten cases of motor oil a. Needs it within two days to avoid out of stock b. Customer specific pricing c. Desires a specific vintage d. Could buy elsewhere, but generally inclined to do business with you e. Gives you his credit card on the spot

13 Scenario 1 Traditional Sales Tools

14 SALES PROCESS PROCESS Hand shake from the customer Sales rep scribbles order in a note pad he ll call it in later Got bogged down with another customer too late to phone the order in Order phoned in to customer service who rekeys the data into backed system Sales rep can t decipher hand writing what grade of oil should it be? Phones customer to clarify order DAY Tuesday Tuesday Tuesday Wednesday Wednesday Wednesday

15 SALES PROCESS PROCESS Customer doesn t call back until morning Sales rep corrects order with CSR Order to warehouse for picking BACK ORDERED: Warehouse says we filled a huge order of that grade on Wednesday it s back ordered Customer informs sales rep they re getting order expedited from another provider DAY Thursday Thursday Thursday Thursday Friday

16 Scenario 2 ERP-powered isales App

17 SALES PROCESS PROCESS From mobile app: Confirmed availability of product; confirmed customer pricing. Obtained electronic signature plus CC payment auth. Order automatically transmitted to back office system DAY Tuesday Order to warehouse for picking On truck for delivery the next morning Tuesday Wednesday Call from customer with new order Thursday

18 Who would you rather buy from?

19 The benefits add up Better prepared More confident reps Larger orders Accelerated supply chain (and cash flow) Better accuracy Reduce administrative cost Happier customers

20 Keys to Success Comprehensive feature set High degree ease of use Flexible and powerful ERP integration Simple to setup and maintain

21 Presenting: isales 100 Advanced mobile sales processing exclusively for Sage100. The most easy to use, flexible and powerful sales tool for the mobile sales person.

22 isales 100 Blow away the competition Better prepared each and every day Better organized too Complete transactions in the field (NOW including Sage Payments!) Transform customer service

23 isales 100 Flexible to meet your specific needs by user and as a company Super easy to setup and manage

24 Mobile Sales Applications Anytime away from the office Trade shows Show room floors Special events Customer site Some service techs Direct B2B customer app

25 isales 100 = better prepared All your contacts phone, , map, calendar Ability to transact quotes, orders, invoices, credits Item quantities by warehouse Open Sales Orders and AR Invoices Images Customer last purchase history Aging info Last payment info Create hot lists / favorites Access to DM2 pricing

26 isales 100 = comprehensive transactions Ability to transact quotes, orders, invoices, credits Follow all customer and item pricing rules Enforce credit holds Support lot and serial numbers Barcode scan orders Spanish language with click of a button NEW! Take payments including Credit Card with Sage Payments!

27 WE DO THINGS A CERTAIN WAY

28 Gotta follow our rules

29 isales 100 isales 100 Demonstration

30 More about isales 100 Full control of the environment Mobile Sage ERP Web Services Deploy from Apple App store Custom tailored with one set of code Flexible and proven High performance Easy to deploy

31 isales 100 High performance tested Unlimited user license Many reference across a wide range of industries and applications

32 The perfect salesperson experience Salesperson assignments by Ship To Price look ups / overrides by Price Level Inventory Quantity availability by Warehouse Print outside sales rep on Pick Sheets

33 Implementation, Setup & Training Implement isales 100 in hours, not days, weeks or months 30 day full money back guarantee

34 More about isales 100 Try before you buy User: demo Password: password Contact xkzero for tailored demo

35 Find out What s New at DM2 Download our Petroleum Insights New Feature Summary

36 Follow-up questions? DM2 at: