About Paul Ziliak

Paul Ziliak, co-founder of xkzero has helped conceive and launch mobile sales and delivery automation apps for smart phones and tablets. Designed for mid-sized and growing manufacturers and distributors, the xkzero brand apps leverage the power of popular back-end ERP and accounting systems. A registered CPA and former auditor, Paul has spent 20 years designing and implementing ERP and accounting solutions using Sage 100, Sage 500 and Sage X3 in industries such as food and beverage, wholesale distribution, and numerous discrete manufacturing environments. Paul lives in Chicago and is a married father of three sons. An active leader in Illinois CPA Society networking events, Paul has also coached youth baseball since 2007. Websites: www.xkzero.com Blog: www.erpappsblog.com Social media handles: @PaulZiliak @erp_apps

Why Creating a Great User Experience Matters Most

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Take a guess at the #1 criteria for having a great mobile sales app for your business? If you guessed creating a great experience for the user then you are correct.

The reason is simple. It’s because most (if not all) of your business goals for mobile are linked to user adaptation.

When you invest in a mobile sales app, naturally, you expect certain measurable results, such as these:

  1. Larger orders
  2. New revenue streams
  3. Higher close rates
  4. Reduced admin costs
  5. Better equipped and informed sales reps
  6. New intelligence

When you invest in a mobile app—whether you build one customized for your company’s needs, or choose an out-of-the-box option directly from an app storeit should improve the experience of doing business with you. This should be true all up and down the supply chain, but especially for the user of the app.

What, then, does it mean to create a great user experience?

Your new mobile sales app should be intuitive. If it seems like there may be a lot of training involved, keep shopping. It should be dependable. The app can’t be crashing on you every other time you use it.

Your mobile app needs to introduce something new—something memorable. Your app should reward the user and keep them coming back to the app again and again. Think maps to customer locations. Think item images, spec sheets or even instructional videos to improve the understanding of your products. Think geo-awareness, signature capture and other measures that improve accountability. Think alerts and push notifications. Think photos. Think new intelligence gathering and a means to understand customer behavior in ways you never imagined.

Creating a Great User Experience Matters.

Focus on creating a great user experience for everyone involved, and your mobile sales app initiative will be on a sure track to success.

Taking photos at the customer location, whether it be a display case - or even a proof of delivery, enhances your understanding of your customer and helps to create a great user experience

Taking photos at the customer location, whether it be a display case – or even a proof of delivery, enhances your understanding of your customer and helps to create a great user experience

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How to Download a Free Trial of iSales 100

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Ready to kick the printed catalog / order form / fax machine habit?  xkzero is here to help - you can download a free trial of iSales 100 directly from your iPhone or iPad and try it for yourself.

It’s true. And in less than 3 minutes you can download iSales 100 to evaluate the features and benefits of one of the most flexible and adaptable mobile sales apps you’ll find for B2B wholesale distribution.

Here’s a less than 2-minute video showing you the steps to download your free trial of iSales 100 for Sage 100.  

 

How to Download a Free Trial of iSales 100:

Step 1: Search for iSales 100 on the Apple App store and launch the app

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Step 2 – Login (User ID – xkzero Password – easy)

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Step 3: Synchronize the data (tap on the circular button on the bottom and choose ‘Sync All’)

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Step 5: Start Using the Free Demo of iSales 100!

The best way to learn how iSales 100 can benefit your business is to contact us for a personalized demonstration, including a demonstration of how iSales 100 can be personalized to meet your needs.

Contact us at info@xkzero.com or call 847-416-2009.

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The single biggest mistake in sales?

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Meet the fax machine

“Four pages total. That should only take me about 20 minutes to enter into our sales order system!”

What makes a great sales process?  

Processes paired with the right business tools in order to drive maximum revenue at the lowest sales administration cost possible.   If you can do that while providing excellent customer service and a rewarding experience for your employees then you’re really on to something.

Which makes me wonder – can you have a great sales process when the tool in the middle of it all is…a fax machine?

At a recent technology conference, I presented a session entitled, “Why mobile, why now: a decision maker’s guide to success.” I asked the audience, “How many of you use a fax machine in your sales process?” Out of the approximately 110 people in attendance, half of them raised a hand.

Mobile app developers salivate at the sound of this kind of news.

Back in the 1980s and 1990s, the fax machine had its heyday, but it no longer serves us well. Today, using the fax machine as a tool for sales and purchasing processes can have a negative effect on your business. Here are some reasons:

  • It’s wholly inefficient.
  • It’s unnecessarily time consuming.
  • It creates potential for inaccuracies.
  • It terrifies younger workers.

In a world of integrated systems—ERP, CRM, e-commerce, mobile commerce—the fax machine should be at (or near) the top of your hit-list of antiquated tools to replace.

When a transaction is faxed, literally twice as much labor is required to complete the transaction than with an integrated mobile sales app—or even an online solution. A faxed order is first created on one system by the person generating the order, then it must be received, reviewed, and entered againthis time in the system of the receiver.

Benefits of an integrated mobile sales app include:

  • eliminate the redundant entry on the other end of the transaction
  • speed up the supply chain
  • reduce of errors
  • better experience for the sender and the receiver

As your company grows and the volume and size of the orders increasesthe more costly the fax machine becomes for you.

Whether you realize it or not, you are inevitably hiring workers in the new generation of so-called digital natives (those who were born using digital technology). Will your sales training include processes built around the fax machine, or will you embrace modern technological processes that will make your team more productive—and help you attract and retain an efficient and staff?

Finding Your Perfect Match

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Did you end up getting married to the first person you ever dated?

Not very likely. Most of us married folk dated lots of people before we found that just-right person with whom to settle down and make a life. Why do we do this? Because finding out what we really want first requires life experience to give ourselves the chance to discover what we really value.

Can this selection process also apply when choosing business technology? To find the answer, ask yourself this question: Has my business been running the same ERP/accounting system since its inception? Likely not. Most companies start with a low-cost system like Quickbooks or Sage 50. The reason is smart leaders don’t wish to make too big of a commitment until there is evidence that the business is likely to endure.

In the early years, businesses go through a process of self-discovery. Most start-up businesses are primarily focused on creating new revenue streams, serving customers and attracting talent. Once they start to mature, and the full potential of the business starts to become evident, that’s when finding the perfect ERP system starts to make sense. At that point, businesses invest in a more hearty solution like Sage 100 or Sage X3.

Like decision makers at companies in almost every industry, you have another question to ask yourself. Given your particular growth stage, how can you take advantage of mobile technology? What mobile tools should you introduce to your work force–especially your sales team?

When choosing a mobile sales app–especially for companies with B2B wholesale distribution needs–here are some factors to consider:

  1. Understand the processes you wish to automate.
  2. Choose an app that provides a great user experience for everyone.
  3. Determine the level of ERP or CRM integration you desire.
  4. Select the operating system and hardware platform that is right for your company.
  5. Evaluate custom-tailored versus packaged systems.

Now, if the list above makes you feel squeamish (like the butterflies you used to get when dating), that’s okay. It means you should probably take it slow. You might not find your ideal match with your first mobile app. And that’s okay, too. By all means, though, do not let your nervousness get in the way of introducing mobile into your business.

If you’re a novice to mobile–if you don’t feel like you have a great handle on what mobile can do for your sales team–fear not. Just like you didn’t get married to the first person you ever dated–you don’t have to make a huge and long-term commitment to the first mobile software you meet, either.

There are low cost, low risk steps that you can take:

  • Find out if your ERP or CRM provider offers a mobile extension for your current system. These are often web-based apps that will provide your team access to customers, orders, opportunities, and perhaps inventory. These apps may be free or available at a low cost.
  • Try before you buy. Explore 3rd party ISV solutions and determine if they have free downloads in the app stores. If so, engage your sales personnel and elicit their feedback.
  • Consider a limited rollout of mobile built around one or a small number of sales people. Use this trial to evaluate behavior changes and tangible sales results in a more limited setting.
  • Talk with your Sage business partner, or key technology and other advisors to your business to discover stories and case studies of how similar businesses may be benefiting from mobile.

When it comes to mobile business technology systems, a match made in heaven is definitely out there. You might not find it on the first go around, but by taking action now you will gain valuable insight to set you on the path of–dare I say-mobile bliss.

perfect match

Paul Ziliak, the happily married co-founder of xkzero, did not marry the first person he ever dated, but was fortunate enough to eventually find his perfect match.  He now helps mid-sized and growing businesses mobilize sales and delivery processes.  @PaulZiliak @ERP_apps www.xkzero.com

 

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Mobile Technology—Intimidating or Enticing?

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Mobile technology - is it right for your sales organization?

Mobile Technology: Is it right for your sales organization?

Mobile Technology.

How do those two words make you feel? A little intimidated? That’s okay. For most of us, when it comes to business and ERP systems, mobile technology is a new concept. Even if you don’t feel like an expert today, there is a great opportunity for you as a Sage partner to benefit from the mobile revolution.

As you may know, Sage is taking a new direction with Mobile Sales. However, this doesn’t mean that there is not demand and opportunity for mobile automation. To the contrary! Demand is high, and opportunities are great. Mobile automation is significant—and growing. This is especially relevant to manufacturers and distributors looking for new revenue streams, a new competitive advantage, or ways to reduce administrative costs.

So how do you benefit as a Sage partner?

I recommend you start by taking a look at your clients and prospects to identify the best opportunities for success. Because while you may feel a little hesitant about mobile, many manufacturers and distributors find the idea very enticing and they’re going to talk with someone about it. Why not you?

The key is tapping into the companies that would most likely benefit from mobile sales automation.

Any manufacturer or distributor can be a candidate, but here are some things to look for that will help you find the businesses that will benefit the most from mobile sales automation:

  1. Do they already value and understand technology and the role it can play in their organization?
  2. Do they have a remote or outside sales force?
  3. Do sales people currently phone in or fax orders?
  4. Does the company still rely on printed product catalogs or price sheets?
  5. Do they make sales onsite at tradeshows or other special events?
  6. Do they have counter sales or a customer showroom?
  7. Do customers value their ability to promise product
    availability based on actual warehouse inventory?
  8. Do they sell B2B online, and if so, would they be interested in having a B2B app allowing customers to place orders anytime, anywhere?
  9. Are they in “traditional” mobile sales industries like food or beverage?
  10. Do they deliver their own products and capture signatures or require other kinds of proof of delivery?

See—there’s nothing scary or intimidating about these questions, right? And by making these inquiries to your clients, you’ve taken perhaps the most important step of all to being perceived as a mobile influencer—you’ve shown that you care about their company’s growth. This fact alone will be enough for some people to see you as an expert.

What if they answer “yes” to any of these questions?

Congratulations, you may have found yourself a mobile prospect. No need to be intimidated. When you work with xkzero, we always have your back.

We’re here to help you evaluate each and every opportunity, and coach you at every step of the way. If you’d like, we’re happy to participate on qualifying phone calls along with you—or even conduct those calls on your behalf.

If we’re fortunate enough to work with you and your clients you can earn great commissions, knowing that we’ll take care of 100% of the implementation and technical support. We’ve worked with dozens of Sage partners on mobile sales and delivery automation projects, some requiring only a few thousand dollars investment, with others making six figure investments.  So whether you think the idea of mobile technology for business is enticing – or find it a little intimidating, know this:  the opportunities with mobile are great and we’d love to work with you, too!

Would you like to learn more today? Email us at info@xkzero.com, visit our website or call us at 847-416-2009.

p.s. With the announcement of the discontinuance of Sage Mobile Sales, some of your clients will be looking for a new solution, and xkzero is here to help. You can learn more details here:
http://erpappsblog.com/sage-mobile-sales-retirement-announcement-promotion/

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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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Advanced Mobile Sales Automation for Sage 100

“My needs are pretty much like everyone else’s—simple.”

No, actually, they’re not. That’s why you bought Sage 100 in the first place—because it can be configured to handle just about any unique rule you have in the management of your business. If your needs were simple, you’d still be using Quickbooks.

Now there is a mobile sales app just as capable as Sage 100 and ready to create the best experience for your sales reps—and your customers. iSales 100 by xkzero is built to meet a flexible range of needs, whether sales are being automated at the customer site, tradeshow, or show room floor or—any place away from the office. With iSales 100, advanced mobile sales automation for Sage 100 can now be yours.

RECORDING OF NOVEMBER 20, 2015 WEBINAR IS HERE:

 

During this webinar you’ll hear how companies are using the power and flexibility of iSales 100 to tackle everything from basic to complex selling needs from a smart phone or tablet—and with incredible ease.

Join us on Friday, November 20 from 11 a.m. to 12 p.m. CST to find out how iSales 100 can empower your sales team, boost revenue and reduce operational costs.

Advanced Mobile Sales Automation for Sage 100 webinar will cover:

* How to manage customers, inventory, warehouses, pricing, units of measure and much, much more
* Examples across industries how iSales 100 is meeting unique sales needs, driving revenue and reducing costs
* Ways ANYONE in your company can benefit
* Bonus—How to use iSales 100 as a B2B sales app instead of managing an expensive website

And more. iSales 100 is all about creating a great customer and user experience!

WHO SHOULD ATTEND

Users, prospects and business partners of Sage 100—any distribution company looking to modernize their sales force and grow revenue while reducing selling costs with mobile technology.

Register now for the Advanced Mobile Sales Automation for Sage 100 webinar with xkzero on Friday, Nov 20, 2015 at 11:00 a.m. CST.
https://attendee.gotowebinar.com/register/1126116880870472705

Ready to learn more about iSales 100 now?  Email us at info@xkzero.com, call us at 847-416-2009 or download your free no-obligation trial of iSales 100 now at http://www.xkzero.com/mobility/.

 

6 Cool Ideas for Distribution Companies

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Distributor sales rep
These days, with increasing frequency, your sales reps spend less time in the office tied to a desktop PC, and more time out and about—building relationships, and hopefully closing new deals for your distribution business. Have you given much thought to how well equipped your sales reps are—or are not—with mobile resources? Do they have access to the information they need? Are they prepared to anticipate and attend to the needs of customers and prospects? And can they do these things with the confidence and accuracy needed to win their trust, and ultimately—loyalty to your brand?

The key to more sales and happier customers could be sitting right in your sales person’s pocket. It can be as simple as taking advantage of the great mobile sales solutions available to distributors and manufacturers today. Think about it. If your sales reps are going to leave the office with just one tool in their pockets, shouldn’t it be one that provides information to make their lives—and your business—better?

Let’s look at 6 cool ideas for distribution companies -  specific things you can do for your sales reps to improve their performance:

  1. Provide downloadable and dynamic access to customer information and contact details. Not only do new sales reps normally have to manually enter all these details themselves—names, addresses, multiple contacts, phone numbers, email addresses and on and on—but they have to maintain them too. Let’s be realistic. Relying on manual updates, how accurate and complete will that data be over time?
    A good mobile sales app will allow you to distribute all the customer and contact info directly to the smart phone with only a login and a password. If you follow best practices, that information will be maintained in your back office ERP/CRM/accounting system. That way, you’ll never have another worry about whether your rep has accurate contact information to always be connected to your customers.
  2. While you’re at it, give them dynamic inventory access, too. This is especially useful if you can provide visibility by warehouse, and differentiate between quantity on hand and quantity available. If your inventory has visual appeal and your mobile app can display images, you’re on the path to eliminating those expensive, never current product catalogs you’re still publishing.
  3. Equip them with historical sales information. Do you want to convey to your customer that you DON’T care for them? Then make sure your sales reps are not able to recite what the customer has purchased from them throughout time—when and at what price. But if it’s informed sales reps you want, mobile access to sales history is vital.
  4. Let them enter their own orders. Does your sales process require making a call, or filling out an order form that’s faxed to the office to be rekeyed by someone else? If so, congratulations because by enabling a mobile sales app that allows for transaction entry will save you boat loads of administrative labor, and will get the orders placed, picked, and delivered faster. This will also eliminate all kinds of errors.
  5. Empower sales reps to accept payments, too. Even if your long-standing distributor relationship leads you to grant 30-day payment terms, perhaps a change is in order. The culture of immediacy of all things consumer apps (especially as millennials flood the workforce) may be reason to rethink payment collection. Let’s face it, no one wants a paper check. No one wants a paper invoice.
    And while you’re not likely to be accepting Bitcoin, swiping a credit card may become the new normal. If your business model includes selling at tradeshows, from a sales counter, or a showroom floor—taking payment directly on your smart phone or tablet could both delight your customer, accelerate your cash flow—and provides yet another opportunity to save on administrative costs.
  6. Have sales reps collect new intelligence. I see a lot of businesses scrambling to find the latest, greatest business intelligence tools. They seek the latest dashboard, the most meaningful pivot table, the easiest-to-use query. What I don’t often see is companies evaluating the nature of the information they collect.
    Mobile apps and smart phones are naturals for gathering survey information of any kind. That could be customer, competitor, sales rep, or vehicle data. You name it. Mobile apps also leverage a wide range of tools your smart phone or tablet affords, allowing you to collect photos, other images, videos, audio notes, electronic signatures, and even location-centric (GPS) data.

There are a number of important considerations before investing in a mobile sales app. However, as you can see—there is opportunity-a-plenty to stand out in your industry as the most informed, up-to-date, confident, efficient and modern distribution/manufacturing business. How cool is that?

Other resources distributors may be interested in:

Ready to build your own mobile sales strategy?  We’d love to hear from you. Email us at info@xkzero.com, visit www.xkzero.com, or call 847-416-2009.

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