Sage Mobile Sales Retirement Announcement and xkzero Promotion

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Often in life just as one door closes, another one opens.

With the announcement of the retirement of Sage Mobile Sales  xkzero is happy to offer a special promotion exclusively for Sage 100 businesses.

There is no mobile sales app on the market today that is as easy to install and use that will meet the exact needs of your distribution or manufacturing sales team, than iSales 100.  In fact, we believe that iSales is the most powerful, flexible – useful – mobile sales app for mid-sized and growing small businesses.

Selling from a Trade Show, the showroom floor, or a customer location?  You’ll love how quickly and easily iSales will produce powerful results and have you standing out from the competition.

For those of you who purchased Sage Mobile Sales, we have special savings for you: switch to iSales 100 – Advanced Mobile Sales for Sage 100  between now and January 31, 2016 and receive these additional incentives:

        • 10% off the initial purchase price of iSales 100
        • Plus, a 30 day full money back guarantee!

Here are some of the feature benefits of iSales (feature set varies depending on Edition purchased):

Transaction Processing – Create the Ideal User Experience

  • Process new sales orders, quotes, invoices and credit memos
  • Transaction restrictions by user
  • Add new customers and contacts on the fly
  • Signature capture
  • Receipt printing and emailing
  • Create Sales Order Memos
  • Edit ‘Bill to’, ‘Ship to’, ‘Ship Via’ during transaction entry
  • Reprint open orders and invoices
  • Select multiple items at once for rapid data entry
  • Lot / serial number support
  • Barcode scanning (also supports Alias item numbers)
  • LTL freight calculation
  • Sales tax calculation
  • And more!

Pocket Intelligence:

  • View open sales orders
  • View open invoices
  • View customer memos
  • Item Quantity On Hand, On Sales Order, On Purchase Order, Available
  • Hide / display price – cost – quantity options
  • Customer last purchase history by item
  • Select one or several or all warehouse codes for access

Smart Device Productivity:

  • Spanish language enabled
  • View inventory images from Sage 100 item masterfile
  • Hot lists (favorites)
  • Alert badges for new customers, contacts and items
  • Refined, easy to use data management
  • Phone, email, map, calendar integration

Technology:

  • Native iOS (Apple mobile devices – iPhone, iPad, iPod Touch
  • Exclusive / native integration to Sage 100
  • Offline synchronization via xkzero Web Services
  • iOS 7 and up
  • Sage 100 version 4.5 and up (2016 coming soon!)

Licensing:

  • Unlimited Device License pricing model
  • Unlimited Users – Unlimited Companies
  • Pricing based on choice of three versions – Inquiry Edition – Business Edition – Enterprise Edition
  • Private label option – enhanced modern B2B sales app

Try before you buy:

We might not be able to solve every mobile sales need with iSales 100, but we’ve built it in a way that let’s us satisfy most.  Care to try it before you buy it?  Just visit our website from your iPhone or iPad at www.xkzero.com/mobility and click on Download.

You’ll be redirected to the Apple App store where you can download the app, log in using the User: demo and Password: password.

Synchronize the data and give it a whirl.

Then if you have questions, contact us at info@xkzero.com or call 847-416-2009 and we’ll answer all of your questions and provide you a demo of the back end.

More iSales 100 resources here.

iSales for Sage 100: Try it before you buy it!

iSales for Sage 100: Try it before you buy it!

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The Power of Surveys for Mobile Business

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You don’t know your customer nearly as well as you think you do. This fact that is costing you money.

A previous version of this article appears in
Bellwether, a magazine produced by Blytheco, in the Fall 2015 edition called “Who is Your CMO?”
http://issuu.com/bellwethermagazine/docs/bellwether-fall-2015

The great news is that if you empower your sales people with a bit of mobile technology, you’ll not only be able to create customer greater loyalty, but you’ll be able to generate more marketshare, too.

The answer to building these relationships can be found with the use of surveys combined with the unique capabilities of smart phones such as push notifications, alerts, photo enablement, and GPS.

We all know that the key to effective B2B marketing is creating relevant and informative content for your target customer. Think, though, do you really know what is pertinent to your customer? Sure, back when their business was a lead, you may have courted them with a lot of attention. Now that they have moved through the pipeline and became a customer, though, how much time and effort do you and your sales team dedicate to really learning about the company and understanding the customer’s ongoing behavior?

Winning new customers—especially in the B2B world—requires a significant investment. And losing hard won customer relationships is doubly expensive. It not only requires replacing lost customer revenue, but the loss means dealing with the potential fallout of your reputation, especially when a competitor takes your customers.

So where does that leave you? Many companies have data rich enterprise resource planning (ERP) or customer relationship management (CRM) systems brimming with information. By leveraging a modern survey application, tied into your back-end systems, your sales team can become the conduit to your company’s unbelievably high level of understanding of your customers and their behaviors. This allows you to stand out from the competitors in all new ways.

To maximize the impact of survey apps for mobile devices, here are some things to consider:

Create a profile of your ideal customer.

Your company’s sales reps should know how to identify the ideal customer. Does the customer participate in your promotions? Do they meet your branding standards? Are they cross selling and up selling your products? How does their behavior and performance compare to customers of a similar profile? (For instance, customers that are big box stores should only be compared to like businesses, and not to small distributors.)

Make sure sales reps understand desired behavior changes.

Once you’ve created a profile of the ideal customer, your sales reps should focus on specific target behaviors to try to modify to move each customer toward those goals. For example—Does the customer include your brand or offerings on their website and/or store window display?

Use a smart phone.

The smart phone is the ultimate business tool because it can do everything (including make phone calls) and at a low cost. Surveys as web apps can be effective too, but they lack the comprehensive capability of a mobile device. With a properly flexible survey app you can push customer-based surveys to your smart phones and unleash the power of characteristics like GPS, camera, alerts and so on.

A picture tells a thousand words.

A challenge in wholesale distribution is that even with a distributed or remote salesforce, executives have a limited ability to physically see or inspect customers, especially on a regular basis. A good survey app will allow for photo enablement—giving you eyes and ears on the street to ensure the environment your products are being sold into—and from—meet your quality standards. If the customer keeps your products stocked on the highest shelves, out of reach of the retail customer or the warehouse personnel responsible for picking orders, you could get overlooked.

You can remedy this neglect, though. Have your sales rep tour the store or warehouse, and attach a photo to a survey question about the physical accessibility of your goods.

Make surveys part of your culture.

To know your customer is to love your customer. We believe this wholeheartedly. Get buy-in from your sales reps about the kinds of questions you should ask. Then, make surveys a required part of the sales process. To be clear, this isn’t to say that all questions need to be asked of every customer on each encounter, but the right survey app will allow you to learn their requirements. If you make surveys part of your DNA. you can have the most informed sales team in your industry.

Provide your customer with the survey app, too.

It’s one thing to have your sales reps answer questions based on their own observations, but a great survey app with mobile and push notifications can provide a great means to gently coax information from your customers—and engender uncommon loyalty.

Surveys should be integrated with your ERP or CRM system.

Great surveys can be designed to capture any information you want—including non-financial or non-transactional data. With survey that’s integrated with back office systems, you’ll be able to generate meaningful reports that will show you the correlation between desired behaviors and sales results.

xkzero believes that the most successful sales people are confident, informed and equipped with the best technology.

Consider the power of surveys as you create your next marketing plan. What you learn might surprise you, and the increased profits and marketshare will have you making surveys new part of your business DNA.

Creating a Great User Experience – Mobile Sales App for Distributors

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Creating a Great User Experience – Mobile Sales App for Distributors

Mobile sales automation can allow distributors and manufacturers to powerfully grow revenue, serve customers better and reduce administrative expenses. But it all starts with creating a great user experience.

The keys to creating a great user experience include filtering customers and inventory appropriately by user – and also enabling all of the sales functionality, but only the necessary functionality, on the mobile app.

This video shows how to accomplish that with iSales 100 – Advanced Mobile Sales for Sage 100. For more information contact xkzero at info@xkzero.com or call us at 847-416-2009.

Useful iSales 100 (Advanced Mobile Sales for Sage 100) Resources:

For more information contact xkzero at info@xkzero.com or call us at 847-416-2009.

What Makes the Best Mobile Sales App for Wholesale Distribution

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How to choose the best mobile sales app

How to choose the best mobile sales app to support your wholesale distribution company

What makes the best mobile sales app for wholesale distribution?

There is not one single app that would ever qualify as being the best mobile sales app to satisfy every customer. However, by following a few simple guidelines you can select the right app or apps that will make the most sense for youand bring new value to your distribution business.

Whatever your goals may beopening new revenue streams, reducing administrative labor, or simply improving the experience of doing business with youyou want to make the right choice.

These are the major things to consider in order to select the best mobile sales app for your wholesale distribution business:
1)
 Focus on creating a great user experience. 2) Be sure to meet the needs of the individual user. 3) Smartly address your back-end system (ERP/CRM) integration needs. 4) Select your devices (iOS, Android, Windows…) after you’ve determined how you’ll derive value. 5) Make sure your solution has the flexibility and customizability you need to scale and grow.

 #1 – Create a great user experience.

Mobile is all about replacing previously manual or antiquated processes with smart phone or tablet technology, but swapping out paper or fax machines with a smart phone app alone will not do it. In order to have great success (what else would you want) you’ll need to make sure to create nothing less than a great user experience. A great user experience means giving your sales people a tool they love so much it makes them want to turn to the app again and again. And a great starting point is a clean, intuitive interface.

# 2 – Meet the needs of the individual user.

Aberdeen Group said in a published report called “Mobile ERP: Taking ROI Into Your Own Hands,” “When ERP mobile apps are tailored to meet the needs of the individual or role in the organization, that is when you achieve high levels of adaptation.”

Besides creating a great user interface, your mobile sales app should be able to cater to individual needs like access to data and task level permissions. When evaluating the best mobile sales app for your wholesale distribution business be sure to understand whether or not you can control access to sensitive dataand whether or not you can control the types of activities that can be performed on an individual basis.

For instance, at a trade show, some users may have permission to add a new customer on the fly, but others may not. Some sales reps may be able to override pricing on a quote, and others may not. Get a clear understanding on your user access needs, and research the flexibility of security options with the app you’re considering.

# 3 – ERP / CRM / back-end system integration

Integration to back-end systems like ERP (enterprise resource planning), CRM (customer relationship management) or accounting software creates major value for a distributor in terms of labor efficiency and error reduction. Some apps offer no system integration which means any tasks you do or data you input with your standalone app you will likely have to repeat in your back-end system. Also, no system integration means your sales representatives will not have access to meaningful information like inventory availability, and open sales order status.

If a pre-existing integration into your ERP for your app is not available, industry veteran Alex Bratton says to plan for about a six month project on customizing that piece alone. Of course, if the integration is available out of the box, then you could be up and running overnight.

# 4 – Choose the hardware and mobile operating system that suits your needs.

Many companies do this in the opposite order. The owner or sales manager of a distribution company might say, “My people mostly have Androids, so I need an app that will work on those devices.” It’s all fine and good to limit your selection of mobile sales apps only to those that work on your current phones—but only if the app is capable of delivering the kind of compelling return on investment (ROI) you have in mind for your business.

If you’re serious about transforming the experience of doing business with you, a better course of action will be to first find the app or apps that are up to the needed tasks, then equip your team with the phones or tablets that on which they run. If your goal is creating differentiation, the value is in the appnot in the choice of devices.

# 5 – Customizability–packaged solutions versus custom built apps

If you’re buying an app from an online app storesomething that is available to any businessincluding your competition, the likelihood that you’re creating really unique differentiation is lessened. However, you will find that there are packaged solutions that are highly configurablepre-packaged solutions that can be tailored to your specific business rules. Packaged apps tend to be lower in price, and faster to implement. They come with less risk. Truly custom apps will tend to cost more money, but may provide the big difference you’re looking for. Vet your app developers carefully if you’re going that route.

More mobile resources for distributors:

To learn how xkzero can help empower your sales team and processes with mobile enabled ERP, contact us at info@xkzero.com, call 847-416-2009 or visit us on the Internet at www.xkzero.com.

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