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15 Sep 2017
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CRM and Marketing Tools for Agent / Reps

Sticky Post By On September 15, 2017

September 2017 gives birth to a new web portal for agents and reps for use ‘out in field’! It is still in beta and it is due to be released in the last quarter of 2017.

The new agent’s web portal will allow agents to log on through any device:

  • to view the clients associated with their agent code,
  • to run reports that show them top 10 or 20 vendor, top 10 to buyers, who sold this time last month/year, which of my top clients have not contacted in the last month, etc.
  • to view statistic’s relating to the quantities, average prices, purchased / sold over a selectable month period.
  • to be able to choose a client and view their invoices, credit notes and statistics.
  • to be able to make diary notes against clients to record information.
  • to allow private sales to be entered and sent to your main saleG8 business system.

Lets us know if you would be interested in the new portal for your team. We would also welcome any comments or suggestions about features.

Regards,

 

Team saleG8.

 

14 Oct 2016
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saleG8 Invoices, Credit Notes, Statements now online!!!

Sticky Post By On October 14, 2016

Just like you access your banking information online, your customers can now access:

Invoices, Credit Notes, Statements, Payments, Receipts and Statistics online.

The new portal is available now. Please ask one of our Myco team for a demonstration of how it works. It will save heaps of time in the office by allowing your  customers to be able to download and view copies of their invoices and credit notes etc. The statistics are also invaluable. Customers can look at the purchased or sold history and graph this information over a time period.

It is a great time to start going through your database and get those customers that want this information signed up!!!

Here’s what one of our customers said about the new saleG8 Portal:

“We recently implemented a new feature into our saleG8 software ‘the client portal’ we now have nearly 250 of our own clients logging into their own records. It has saved our office staff plenty of time, stress and money with re-printing and posting documents. It is a user friendly feature and it gives our clients a more personal approach to their own trading, giving them the opportunity to access current records and trading data in the time that suits them. We recommend this feature to assist you with your business each and everyday.”