n-For Sales Leadership
Your reps shouldn't need 6 tabs open to answer one customer question. We integrate your CRM with your ERP, accounting, inventory, and shipping systems so your team has everything they need in one place.
What This Looks Like
More time selling. Less time searching.
Your sales team lives in their CRM. But the information they need to close deals and serve customers lives in 5 different systems. Every time they have to leave the CRM to check something, they lose momentum. And sometimes they lose the sale.
We bring it all into the CRM:
What Shows Up in the CRM
Real-time inventory
Real-time inventory levels so reps can promise delivery with confidence
→Invoice and payment status
Invoice and payment status from QuickBooks or NetSuite right in the contact record
→Shipping and tracking
Shipping and tracking info for open orders
→Purchase history
Purchase history with trends and reorder recommendations
→Support ticket history
Support ticket history so reps know about customer issues before making outreach
→Account standing
Custom pricing, credit limits, and account standing
→No more tab-switching. No more "let me check on that and get back to you." Just answers, instantly, without leaving the screen they're already on.
Your reps close deals faster when they have the full picture. They catch upsell opportunities they used to miss. And they stop making promises they can't keep.