BrokerForce™ Key Features

Print this list for a comparison with the alternatives.

• One integrated software - One company, one software for back office, road, showroom, scanning, contact management, web ordering, and customer relationship management.
• Fast to learn and the best support - intuitively operated, tab strips, tool tips, status bar text, daily tips, context sensitive help files, FAQs on-line, e-mail support at all times, phone assistance 7:00 AM - 6:00 PM  MST  M-F
• Export orders, import invoices for free to and from your manufacturers in electronic format.  How much time and $ will that save you when you reduce your time posting invoices and commission by 95%?
• Just want to track commissions? - Select a vendor, a customer, and enter the invoice amount  - commission is calculated for you
• Orders with or without details? From drop lists you select a vendor, a customer, select a ship date from a pop-up calendar, select items by item number or description - order total, weight, cube, and commissions by line item are calculated for you
• Bar code printing and scanning included for automating order entry at shows or in your showroom with or without UPCs.  A wedge scanner (~$100) is all you need. 
• Bids, Jobs, and Quotations - organize, price-out, follow-up, print your bid in a professional format
• Quickly reconcile vendor commission statements print your reps' commission statements and apply payments in batch
• No cryptic customer, vendor, or rep codes to memorize - enter the first few letters of the name and the record is instantly located for you
• One click duplicates an order or fills back orders
• Samples, Accruals, Serial Number tracking
• Include your agency and principal's logos on orders and reports
• Print orders with pictures!
• Reports are pre grouped, sorted, and filtered or easily customized with your choice of grouping, sorting, and filters
• Flexible enough to track commissions by price list, promotions, line item, category, order or invoice
• Manage any number of contacts, vendors, reps, customers, or products.
• Automated pricing to match any vendor's pricing structure with up to 6 pricing levels, SRP, volume based, contract, bid, category, and promotional pricing.  Commission rates may vary with each. Not an add on
• It's not a legacy program with a graphic interface, it's a 32 bit architecture application built for Windows.
• Import from and export to most database formats and EDI - Automated importing of manufacturer catalogs, customer lists, and invoices in Excel, Tab, ASCII delimited, or CSV formats
• Team and Enterprise versions are network ready - the base program may be installed on 3 machines and a server 
• Open To Buy, Booked v Shipped, and Contract Fulfillment tracking and reporting
• Manage vendors' customer numbers, rep numbers, and customers' item numbers
• ODBC Compliant open architecture lets you use your data with other programs; after all - it's Your Data
• Manage options such as color and size with percentage, fixed, or alternate price list influences
• Print your orders with size options, name drop, color, fabric, frame or other in a matrix

You may find some of the features listed above in the alternative programs and many of those features will be in add on modules but, can they do this?:

• Reverse lookup addresses from phone numbers
• Create a map to your customer's location
• Hand-held and Wireless Pocket PC support - Enter orders using our hand-held PocketRep™ and/or synchronize your contacts with Microsoft Outlook, Symantec ACT, Gold Mine, Palm Pilot, or Pocket PC.
• Fax or e-mail orders and reports directly from your computer without the cost of a VAN, e-mail links are hyperlinks
• Use your legacy data from Outlook, ACT, Know It, Rep Biz, Rep Manager, Rep Time, SMS, and others
• Do you just have the phone number? Click the <Phone> button and reverse lookup the address
• Include pictures, sound, or video in your product catalogs
• Mail merge contact information directly into Microsoft Word, a hyperlink to the document is automatically created for you in that contact's communications journal for instant referral at a later time
• Follow-up appointments and action items go directly into your Microsoft Outlook Calendar
• Keep reps on the road and in synch with database synchronization
• Store shortcuts to any vendor, customer, or manufacturer web sites
• Store any number of hyperlinks to any document or file on your hard drive, network, or the Internet
• Do you know where you're going? Click the <Map> button to draw you a map
• Integrate orders directly by e-mail with EXCELr8d Order Sheets or by the Internet via your web site 
• E-mail reports in Excel, Text, Rich Text, Access Snapshot, or HTML format
• When you e-mail, mail-merge, or autodial from a contact record, BrokerForce™ automatically creates a communications journal entry
• E-mail merge to your list or a vendor's list of customers l
• Professional, photo quality reports that take full advantage of your laser or ink jet printer