Mmobile for AccountMate: Sales Tracker is designed for companies that have the desire to track their sales cycle from beginning to end easily, efficiently, digitally, and while on the go.
With AMmobile’s Sales Tracker, you can create and manage leads, prospects, customers, quotes, orders and follow-up tasks relating to each. You have access to live inventory data including on-order, on-hand and booked quantities, prices and inventory images. You can see up to date customer transactions, customer balances, and get driving directions to a customer’s location.
Also available are graphical sales trends charts with drilldowns that show top customers, territories, items, product lines, classes and salespeople along with increases and decreases in each area, including a 3-year history.
AMmobile for AccountMate: Walk-Up Sales ____________________________________________________________________
AMmobile for AccountMate: Walk-Up Sales is designed for companies that process same-day sales transactions. This could be selling from a truck, from a will-call window, at a trade show, in a retail store, or while walking around a showroom floor with the customer.
With AMmobile’s Walk-Up Sales, you can create an order, relieve inventory and process payments in one easy process and all the data will be sent to AccountMate instantly. You have the option of using the devices built-in camera or any Bluetooth scanning device to quickly and easily scan barcodes and add items to the order. You also have the option of typing in the credit card information, or using a 3rd party device to swipe the credit cards and they will be authorized and processed immediately. Multiple payment types are allowed and change will be calculated.
You can capture the customer’s signature right on the device and email the signed order, receipt or invoice immediately. The signed copy is also added as an AccountMate attachment automatically.
You have access to live inventory data including on-order, on-hand and booked quantities, prices and inventory images. Also available are graphical sales trends charts with drilldowns that show top customers, territories, items, product lines, classes and salespeople along with increases and decreases in each area, including a 3-year history.
iSOFT Systems, LLC has offices throughout the US and in Canada. Since 1990, they have delivered thousands of modifications and provided top quality support to the AccountMate community. In 2012, they began development on a mobile solution that would revolutionize the way users interact with AccountMate on the go. AMmobile launched in mid-2013 and has been evolving ever since.
The On-the-Go Order Entry system offers a data-collection functionality perfect for salespersons on-the-go to create orders, perform inventory checks, view transaction history and process payment transactions while at their customers’ site via a PDA handheld device.
The Customer Portal opens a self-service access to your customers, allowing them to view detailed order history, check order status, review outstanding billings and make payments, print statements and update their profiles round the clock. It is a costeffective solution that eliminates countless phone calls to verify the status of sales orders.
The WebSalesForce enables salespeople to place orders for their customers and access their customers’ profile and transactions history. They can view and print sales quotes, orders, invoices and customer statements.