The sales manager dashboard is your home for managing products, pricing, customers, sales reps, and purchase orders as well as running reports and email marketing campaigns, and more.
At it's core, RepCloud was designed as a web-based portal to create, track and store client purchase orders. We have implemented an easy to use interactive order form, multiple discount structure options, and a customized PDF to offer a uniform PO to your vendors with accurate pricing info every time.
Search, sort, edit, and email/download/print copies of your orders in the main orders database screen. Clicking inside each one allows you to edit all possible fields.
Store all of your product information in one place. Give customers and field reps access to high resolution images, web descriptions, individual account pricing and all SKU data on any device with an internet connection. Re-invent your sales calls with an interactive ordering process!
Search, sort, edit, and export your products in the main products database screen. Clicking inside each one allows you to edit all possible fields.
The RepCloud sales reporting tool offers various search options and report formats to allow you to easily analyze performance of brands, products, customers and sales reps. An amazing tool for your client meetings, reviews with vendors, and overall sales strategy. All information is downloaded to a CSV file with a single click.
Manage invites and meeting schedules, log call activity, record account notes, set follow up tasks, create email lists and more with our fully integrated customer relationship management system.
Send professional looking emails to your customers, track who opens them and how many times they have clicked the included links, import custom HTML templates, and manage unlimited email lists and subscribers all from within your RepCloud dashboard.
*Professional plan only
Want to easily share files with your customers or reps? Integrate up to 3 DropBox.com folders with access for specific user roles upon a new system build.
*Professional plan only
We've included all the tools you need to manage your RepCloud system. Create new users, discount programs, import & export products in bulk, control which customers have access to which brands, and more.
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