As the problem was twofold, the solution had to be as well.
Goodbye Paper Order Forms
By implementing Pepperi Sales Rep App, we completely removed their need for paper order forms. Pepperi is integrated with their Intact iQ system, so when they capture customers orders within the Pepperi app, it sends them automatically to their Intact system, the orders go straight through.
And that wasn’t all! These benefits happened because of Pepperi:
Customer Favourite Filters – Posude configured filters to allow reps to see customer favourites and regularly ordered items, saving time.
Customer Stop Buying Filters – Posude configured more filters to flag products a customer no longer ordered, giving reps the opportunity to understand the reasons why and to encourage customers to reorder.
Immediate Customer Quotes – the sales team could readily quote any potential order.
Immediate Customer Account Details – the sales team could access customer balance, contact information, last invoice date, aged analysis etc.
Lower Printer Costs – product details and images were transferred to Pepperi, meaning no more product sales brochures.
Accurate Sales Reporting
Next, Posude had to tackle the problem of data management and reports. We implemented the Rapid Reporting App. This was integrated with Intact iQ for seamless sales reporting. Now, management could see company sales information on all levels. They could drill down to the real detail behind the figures, and understand how to better the company. Instead of spending time finding out the data, they were using it to better business.
Customer-specific reports were also created for the sales team, within the app. This enabled them to see comparisons, margins and everything down to invoice-level.