Most organizations with outside reps struggle with providing access to the type of in-depth reporting which can help reps sell more effectively. Often this data is locked away in QuickBooks, Navision or Sage or other software designed for the back office.
Orderoso syncs with those solutions and transforms that data to live, web enabled reporting scoped to the user’s role in our system. In this way, we’re able to provide sales reps with easy access to only their sales history while allowing managers to review their entire organization’s results.
This level of access provides sales reps with the ability to find underperforming accounts, identify accounts likely to reorder and increase their overall awareness of their customers, products and sales. In addition, managers can quickly produce reports from all sales data without waiting for accounting to run reports.
Reports can be shared via PDF, excel or csv and saved, providing quick access to commonly referenced metrics.
A few of our most widely used reports include:
The Account Analysis Report
Provides real time data on sales by account.
The Presentations Report
Tracks rep’s presentations made for each account with important client feedback.
The Sales Detail Report
Provides granular, sale by sale data.
Orderoso provides 18 additional report types including samples, samples by rep, allocations, product performance, daily sales and more.
At Orderoso, we have the chance to observe the methods of some of the industry’s top sales reps. One tool we commonly see these reps utilizing is customized sell sheets which present content about the wines being shown. These materials not only help reps close sales, they are also used by the buyer in marketing and in education of staff.
Our latest release included a sell sheet configuration tool to help reps capitalize on this technique. Reps can now convert an existing presentation into a sell sheet while optionally including pricing, product descriptions, product images, and customer interests. Once the content has been edited and saved, users can print these sheets for leave behinds or email them to buyers. Additionally, we now track views of these emails so you can gauge buyer interest.
Creating a sell sheet starts with creating a presentation, which are customized lists of products a rep displays to buyers. To create a presentation:
- Click ‘Presentations’ in the main menu then ‘Create’ on the right side
- Select the account, input the contact information and set a status and date and save
- Search your catalog to create a list of products to be included in the presentation
- Save the presentation
The presentation can be then be converted into a sell sheet with the following steps:
- Click “Sell Sheet” at the top of the presentation you want to convert
- Click “Create Sell Sheet” to start a new sell sheet
- Choose the style and information you would like to display on the sell sheet and click create
- Make edits to the sell sheet as you would in a word document and save
￼ Steps 1 and 2 of creating a sell sheet from a presentation
￼Step 3, the presentation sheet configuration dialog
You can now save the sell sheet as a PDF for printing or email the document to your customer with the “Print” and “Email” buttons in the top right of the sell sheet page. When you email the sell sheet, the customer receives a link where they can view and download your document. This view is tracked, so you can gauge customer interest in your work. To view tracking information, load the presentation and click the Sell Sheet button. If a sell sheet has been created, this area will provide the time sent to the client and the time the sell sheet was viewed. You may also click through to the sell sheet itself to view time sent and viewed.
The time the presentation sheet was emailed viewed are visible on the sell sheet page