Being in front of your company's customers is your job. Making sure you have the right account info at each location can be a challenge. Ekos is here to help you on the road. Below are 4 top features that help Sales Rep's do their job more effienctly -from knowing real-time inventory, sales activity tracking, to the rep's personal dashboard, and having account history info in one place.
Understanding what inventory is available is imperative to the planning process. ekos_ updates your inventory in real time when finished goods are created or added to an invoice. Having live data available at the click of a button lets you rest easy that you're on track.
Ekos allows you, the sales team, to assign activities to yourself to track communication, drop-in visits, and customer relations. These activities can be created through your home page in Ekos, or directly in a customer profile.
The mySales Dashboard shows you, the logged in user, data that is tied to your user and sales rep accounts. This dashboard allows a focused look into your activities, sales, top customers, and revenue numbers. Remember, the mySales Dashboard shows only data related to the logged in user.
Ekos stores everything created for customers within their customer account profile. Within these customer accounts, you can view all sales orders, invoices, deposits, and more associated to that specific customer. You can track emails sent via Ekos, as well as activities and custom delivery times.