Mobile Sales Rep App with B2B Ordering & ERP Integration

Empower your field sales team with all data they need to close their B2B deals, right at the touch of their fingertips.

In this modern age, print catalogs and paper order forms are more of a hindrance than a help to your field sales efforts. This dated approach can disillusion your salespeople and discourage your customers. Without a real-time view into your offerings or client records, your sales reps don’t have all the data they need to make informed solicitations, leading to missed opportunities and lost deals. Not to mention higher admin costs for manual data entry and error-resolution that stems from hand-scribbled purchase order forms.

Going digital is clearly the best way to simplify and save. The trouble you’ll find is that most B2B ecommerce softwares fail to offer a native mobile selling app that works in tandem with their desktop versions. Instead you’ll need to seek out a separate mobile solution provider — setting you up for an expensive, complicated and time-consuming add-on project. What’s more a generic, off-the-shelf B2C-first mobile tool just won’t cut it when it comes to complicated orders, quotes and approval processes that are unique to manufacturers and distributors like you.

Meet Cloudfy — the B2B-first solution that delivers an all-in-one, right out-of-the-box mobile sales rep app packaged with your desktop ecommerce portal. Level-up every part of your sales pitch with the help of your Cloudfy tablet app — from a high-def digital catalog, to the ability to show all inventory quickly and generate quotes, complete with real-time client records in the CRM view.

Take a test drive and discover how Cloudfy’s app can help your business simplify, save and scale. Contact us now to schedule your complimentary demo.

SUPERIOR FUNCTIONALITY TO EMPOWER YOUR FIELD REPS

Personalized Catalogs

Customers don't have all the time in the world, and your chance at selling depends on how quickly you can show them what they need. Cloudfy's sales rep ordering app helps your team organize your products into a customer-specific catalog that quickly grabs the particular client's interest. This personalized client experience goes a long way to conveying to your customers that you truly understand their needs.

Check Inventory

It sends a bad image when your sales team cannot tell how many of the products they sell are available. It's even worse when they give wrong data to clients who take action based on the information. Cloudfy's offers your sales team a near real-time view of your inventory levels and empowers them to provide reliable information to your clients.

Capture Orders & Quotes

Whether on a customer on-site visit or at a trade show, speed and efficiency matter, especially when your wholesale business is competitive. Cloudfy's sales rep app enhances the performance of your field team by enabling them to quickly capture clients' orders and generate quote requests on the stop. It also allows them to submit the data to your central office to expedite processing.

Sign Up New Clients

To lead in the fierce market competition, you must not only think outside the box but as if there was no box. Conventionally, signing new clients comes with tedious paperwork, which can paint your brand as inefficient. Cloudfy's sales rep app simplifies this process with easy steps that enable your team to register new clients on the spot and even capture their orders for immediate assistance processing.

Keep Notes

Closing a sale rarely happens on the first interaction. And so it's critical you have the ability to document customer interactions for future reference and follow-up. But keeping notes of different clients and tracking older records for reference can be tedious when your team lacks an intelligent system. Fortunately, Cloudfy's allows for in-app note keeping. Also, you can sync each client's notes back to their records in your ERP or CRM.

Work Offline

You cannot continue to accept a poor internet connection as enough reason for not closing in-person deals. Whether visiting clients or on the trade show floor, the Cloudfy app allows your team to sync critical data, in advance, to enable your personnel to work offline. Your team can also capture orders, generate quote requests and sync them to your central office as soon as they're back online.

Wow Your Prospects with a High-Def, Up-to-Date Digital Catalog

What’s the point of mass-producing print catalogs if your inventory is constantly in flux. With the help of the field sales app by Cloudfy, your reps can present your prospects with a high-def brochure of your latest and greatest products and get real-time insight into what’s available for immediate purchase.

Convention Perfection

Setting up and tearing down for trade shows is difficult enough. Thanks to the Cloudfy Sales Rep app, you can eliminate the need for printed catalogs and paper orders forms from your logistical check-list. The app carries all the catalog and ordering materials you need. Plus, access your customer records and sign-up new customers on the spot. Onboarding expedited!

A CRM Right In Your Pocket

Armed with the Cloudfy field sales app, your reps can make the most of their customers interactions by accessing critical client details from the road. CRM data points include customer records, customer notes, personnel, order history, account balances, recently viewed products and more.

Work Smarter, Not Harder

Streamline ordering, reduce errors, expedite on-boarding, shorten fulfillment time, improve communication, reduce data entry, and ultimately close more deals in less time thanks to all the efficiencies the Cloudfy app offers your sales reps out in the field.