ekos functions for_ 

Sales Rep

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. Sales and distribution software from Ekos is here to help you on the road. Below are the top Ekos features that help sales reps do their jobs more efficiently — including real-time inventory, sales activity tracking, personal sales dashboards, and centralized account history.

SEE features
custom features for the 
Sales Rep

#1

Updated Real-Time Inventory by Location

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 knowing the items your customers have ordered are actually available.

  • With a simple click on the facility view, check inventory in each storage location 
  • Run reports on current inventory for finished goods 
  • See real-time updates as multiple users are working in the system 

#2

Sales Activity Tracking

Ekos software 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.

  • Assign activities to specific customers to track your touchpoints, including separate follow-up activities  
  • Access to a Daily Planner view on your home page allows insight into upcoming activities 
  • Full month view of all upcoming activities shows both completed and outstanding activities  

#3

Sales Dashboard for Personal Sales Stats

The mySales Dashboard shows the logged in user data tied to 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 — not the sales team as a whole.

  • See your top 10 customers that month and their total revenue generated  
  • View the revenue of packaged product by item class and per brand/product of packaged goods 
  • Quickly see all sales YTD and MTD 
  • Get a quick look into available finished goods inventory  

#4

Account History & Notes

Ekos stores all customer information within their profile, so you can easily view it from anywhere — whether you're in the office or on the road. Within these customer accounts, you can view all sales orders, invoices, deposits, and more associated to that specific customer. You can even track emails sent via Ekos as well as activities and custom delivery times.

  • View all history by specific customer, allowing you a focused look into their patterns 
  • Ensure invoices have been emailed through the Email History section 
  • Track sales and delivery status, completed activities, and add new notes or reminders through the Activities section 

view features for other roles on your 

sales

 team_

There's more! Ekos functions for all your teams.

We're ready.

Thanks for your interest in Ekos. We're excited to hear how we can help! Let us know in the form below.
Thank you! An ekos_ specialist will be in touch very soon.
Close
Oops! Something went wrong while submitting the form