Top 20 B2B apps to boost sales in 2022

To increase sales and beat competitors, you need the right technology. Apps that improve efficiency, like sales rep management tools, can boost your bottom line.

But it can be a challenge to determine which sales apps are the best for you and your team. So, we’ve done the research for you. We have compiled a list of the best sales apps that can improve your business performance.

Here’s the list of the top 20 proven sales apps to boost productivity.


1. Slack – team communication

Connect your remote teams and centralize communication with this best-in-class messaging app. Communicate seamlessly with your team and boost collaborative productivity using Slack. It’s one of the most reliable sales team tools.

You can discuss projects, share files, and maintain transparency within the team. Plus, Slack integrates with other CRM tools to manage sales efficiently.

  • Work with external contacts, adding them as guests.
  • Create channels for different topics.
  • Engage with team members to share vital messages quickly.
  • Set reminders to complete tasks on-time.


2. LinkedIn – lead development

While technically LinkedIn is a social platform, our clients still rank it as one of the top tools for lead development. LinkedIn is an excellent place to find leads and nurture sales prospects – especially when selling to companies. You can search profiles of key decision-makers and even contact them through LinkedIn messages.

Knowing the key players saves sales reps from navigating multiple gatekeepers before reaching decision-makers.


3. MailChimp – email marketing automation

MailChimp is a cost-effective way to manage your email subscribers. With over nine million users, MailChimp is one of the most popular email marketing platforms.

Their tools allow you to send well-designed emails to targeted audiences. MailChimp has advanced analytics to measure the effectiveness of outbound emails. MailChimp integrates with numerous third-party apps to sync customer data and streamline workflows.


4. Saleslion – sales proposal creation

With Saleslion, you can create interactive proposals and sales materials online which will help in closing more deals faster. The platform allows you to optimize every step of your sales process – be it clarifying audience motivation or comprehending the sales message.

Ultimately, you can design smarter processes and sales strategies to close deals with prospects. Be prepared for any sales objections and confidently handle sales calls with Saleslion.


5. – outreach and lead generation is a CRM that saves you time.’s toolset is easy to navigate so you can spend more time nurturing and converting leads than searching for them. The app uses personalized automation for email campaigns designed to engage and convert, including follow-up. has over 2000 integrations to boost efficiency. Connect with customer service platforms, multi-channel marketing apps, and productivity tools.


6. Hunter – email hunter

Hunter connects you with professionals who matter to your business. Search first and last names or company websites to find the email address of the person you want to reach – provided the company has a verified domain that’s publicly available.

It’s one of the best apps for finding business emails for sales prospecting.


7. Badger Maps – route planner for sales

Badger Maps is a multi-stop route planner designed for in-the-field salespeople. With Badger Maps, you can meet the right prospects at the right time, using the fastest route with over 100 stops.

With features like check-ins, lead generation, and follow-up reminders, Badger would streamline every aspect of a field salesperson’s job. Badger Maps is one of the best sales route planners for sales reps and their teams, with the selling capabilities of a CRM and a prospecting tool.

Badger Maps is available for iPhone, Mac, PC, and Android. It also syncs seamlessly with multiple CRMs to keep important customer information in one place.


8. Zoom – video conferencing

Cut down the travel expenses and save time by holding conferences, meetings, and webinars online with Zoom. It’s a leader in modern enterprise video communications and a perfect solution to conduct distance meetings.

With this advanced sales productivity tool, you can easily share screens with prospects and give effective sales presentations from anywhere at any time of the day – it’s a perfect solution for today’s global marketplace.


9. MakerMove – tools and resources

MakerMove is a special platform for makers and founders to discover useful resources and tools. There are numerous curated lists of resources available, but MakerMove puts them all together in a nice interface. This allows you to quickly discover innovative products to help you succeed.

Get inspired by the best podcasts and books to help you grow. Find journalists to get press coverage or connect with the best investors to fund your startup. Discover anything you need to boost your project – all in one place.


10. Track-POD – route planner software

Track-POD is the emerging leader in contactless and paperless delivery solutions. It’s more than proof of delivery.

The app provides route planning and optimization, real-time driver tracking, fleet management, customer portal and notifications, e-sign, and paperless proof of delivery. You can level up and scale your delivery management with Track-POD.


11. CircleBack – address book management

Good communication is crucial to building long-lasting relationships. But it isn’t easy to maintain meaningful connections when the contacts are outdated, or worse, scattered on post-its or other places. Avoid clutter and manage contacts with ease using CircleBack.

CircleBack is one of the best sales productivity tools to keep your information up-to-date and organized.

  • Scan business cards to add new contacts instantly.
  • Remove duplicate entries to keep your address book clean.
  • Connect multiple networks in one unified address book.
  • Integrate with CRM tools to ensure your contacts and deals are updated.


12. Feedly – news aggregator application

Don’t miss important news related to your industry. Now you can stay updated with the latest trends in the global marketplace with Feedly. Find news, content, and articles you like on a single platform.

Track what you read using Feedly’s history option. As well, receive suggestions for new blogs that may interest you.


13. Evernote – note taking app

Take the market research beyond bookmarks and eliminate scrap paper with Evernote. It’s a digital storage facility for vital data. Not only can you maintain a wide range of content but also store images, record notes, and upload PDF files using this smart note-taking application.

  • Tag the notes for quick reference.
  • Manage content from any internet-connected device.
  • Attach pictures and audio directly to notes.
  • Create shortcuts to frequently accessed files.
  • Set reminders for projects and tasks.


14. Tripit – itinerary and travel planner

Streamline travel plans in one place to stay organized with Tripit. Everything from flight details to hotel bookings are easily available within this app. Tripit offers a master itinerary for all your trips to ensure seamless and hassle-free traveling.


15. Basecamp – project management

Complete sales tasks on-time and collaborate with your team using Basecamp. Basecamp is a project management app and one of the best sales team tools. Eliminate complexity and keep projects and communications centralized. Basecamp organizes the who, what, where, and why for company projects.

  • Receive an email notification when new tasks are assigned or old ones are due.
  • Keep everyone in the loop with real-time project discussions.
  • View each detail related to a project in one place.
  • See deadlines, tasks, and events in one view using Basecamp Calendar.
  • Share large files hassle-free.


16. Doodle – meeting scheduling

Simplify the process of setting meetings and finding convenient times to meet with potential prospects using Doodle. Stay away from conflicting bookings and stay on track with this amazing daily sales app.

Whether you’re coordinating with 30 volunteers for a huge event or a small team for a monthly meeting, Doodle keeps everyone on the same page by seamlessly scheduling meetings and events.


17. Leadfeeder – website visitor tracking

Keep an eye on website visitors using Leadfeeder. Know who visits your site and what pages they look at with this high-end marketing tool. It is one of the best ways to convert site visitors into leads.

Leadfeeder integrates with numerous marketing tools to capture and manage leads.


18. Expensify – expense management

Tracking expenses is a necessity for business travel. Expensify is the easiest way to simplify and streamline expense management. Expensify is one of the best expense management apps, with more than 2.5 million users worldwide.

  • Create expense reports by clicking a photo of trip receipts.
  • Link credit and/or debit cards with your Expensify account to automatically place charges in expense reports.
  • Convert expense reports into customized invoices with just one click.


19. Chorus – conversation intelligence platform

Chorus uses artificial intelligence to record and transcribe sales calls into notes in real-time. This enables sales teams to store valuable information from phone conversations quickly and efficiently.

Chorus extracts insights from sales calls, which can help you fine-tune your communication strategies with clients.

  • Analyze sales calls and meeting recordings.
  • Discover top performing sales reps.
  • Create a playlist of great calls for training new sales reps.
  • Track performance and compare it with teammates by viewing the leaderboard.
  • Share recordings with the sales team.


20. Lastpass – password manager

This list would not be complete without a password manager. Our customers rely on LastPass as their password management app. LastPass stores your passwords in one location that you can access from anywhere.

LastPass syncs with multiple devices and is easy to use.


App integration with Cin7

As a small business owner, part of your job is staying one step ahead of your competitors. One way to do that is to streamline your processes – which is exactly what these sales apps do. Explore the extensive features of all these popular apps and leverage their benefits to improve your business’s bottom line.

Speaking of integrations, Cin7 integrates with 700+ business tools that your sales team can use to boost your business. Cin7 integrates with sales and marketing apps, 3PL providers, payment gateways, EDI suppliers, and a lot more. You can access the full list of our integrations from here. 

Use integrations to increase sales and reorders and win new customers.

Contact us to book your demo now. We’ll take the time to understand how we can help your business.

Posted in B2B

5 essential elements of a great B2B digital marketing campaign

If you’re running a B2B business, you already know that B2B digital marketing is an essential component of a strong marketing plan.  But what makes a strong digital marketing plan?

Here are the five key elements of a great digital marketing campaign.


1. Company website

Your company website is the first impression your business makes. Your website is the digital extension of your brand, your business, and your values. Any campaign you run online will only be as good as your website and the sales funnels created on your website.

To create an impactful website, be clear on your objectives. Are you using your site to close more sales? Are you creating a website that serves as a valuable resource for your industry?  Once you know your objectives, you can begin the design process.

Every part of your website must be carefully designed, keeping in mind the choices and tastes of your target audience. If you’re targeting people between the ages of 18 and 35, your language cannot be outdated.

The bottom line: Create content that your audience can relate to.

Here are some of the things to keep in mind while creating a top performing website include:

  • It needs to load quickly even on slow networks.
  • It should be mobile responsive.
  • The navigation should be clear and clutter-free to help visitors reach their desired web page without much effort.
  • Links within the text should draw the visitor into the site.
  • The content should be fresh, plagiarism-free, and engaging.
  • Your social media links should be easy to find.
  • New content should be added regularly and older content should be updated.

Moreover, if you feel your product(s) can be sold online, or perhaps you already sell via any of the major ecommerce sites like Amazon or ebay- you should consider integrating an online store right into your website. One of the core benefits of doing this is that your customers will be able to shop for your products without having to leave your website.

There are many platforms that can help you build an ecommerce website in minutes, without any technical knowledge. Once you’re done creating a stunning website, simply integrate it with Cin7 for seamless, multi-channel order management.


2. Search engine optimization and content marketing

Search engine optimization (SEO) is one of the most important parts of any digital marketing effort. SEO can help determine how high your website – or social content – appears in search results whenever someone searches for the keywords you’re targeting. Organic search results appear when someone is looking for relevant content that your site offers. Non-organic results come from paid advertising. The stronger your SEO, the more organic reach you will have.

So how does SEO help your business exactly? Let’s say you’ve built a beautiful brick-and-mortar store. You’ve applied shiny paint and decorated the shelves with your products. You’re ready to welcome your customers into the store you’ve built.

However, you forgot to put any signs on the road. Without the signs, nobody will know that your store exists, where it exists, and what it sells. Your store might be amazing, but it still won’t attract customers because they simply don’t know it exists. Now imagine you go to the road and put a big, shiny sign that says: “Welcome to your dream store.” Now people know your store exists and you will at least have set the groundwork to gain new business.

This is what SEO does for your website. When you create content with SEO in mind, it improves your search rank, so when someone does an Internet search for the products or services you sell, your website rises to the top.


3. Pay per click campaigns

No matter how great your SEO efforts are, all businesses see a drop in their reach from time to time. When you need an artificial boost, consider pay per click (PPC) campaigns. Originally offered by Google, now PPC campaigns are offered by several online companies. You are charged every time a user clicks on your ad.

Many social media offer pay per click advertising.  For example, Facebook offers PPC campaign opportunities for its users. Businesses can get access to millions of views if they set the right price for the right audience.

PPC campaigns are a great way to attract eyeballs towards your business. Of course, you cannot rely solely on a PPC campaign, but they can become an integral part of your overall digital marketing plan.


4. Social media marketing

Most B2B brands have realized the immense power of social media and have leveraged it to their advantage.

According to a study by Sproutsocial, 83% of B2B marketers use social media to enhance their digital footprint and reach new audiences. This is because social media sites have evolved to be platforms for everyone. People from all walks of life are actively engaged with each other through a variety of platforms like Facebook, Twitter, Instagram, LinkedIn, and Pinterest.

Use social media to promote a specific blog, ebook, or other form of digital collateral you think your audience would find helpful. Once you get them engaged with your content, they’re already in your sales funnel.

However, the tricky part about leveraging social media is that you cannot become complacent. Just because something worked for you in the past, doesn’t guarantee that it will keep working. The traffic is always shifting from one platform to another, thereby creating newer, better avenues for marketing. Your goal should be to closely monitor where your target audience is moving, and focus on how to reach them there.


5. Automation

Your digital marketing doesn’t have to be an all-manual affair. Automating repetitive tasks can free up a lot of your time.

Start with something as small as sending out email newsletters to your subscribers every week. You can create a six-month newsletter plan and every time subscribers sign up for your newsletter, they start receiving those pre-planned, pre-scheduled newsletters. Add a welcome email as well as emails asking for feedback and reviews every time someone makes a purchase.

Use analytics to track how those emails are doing. Monitor open rates and conversion rates and adapt accordingly. This is just one example of how you can use automation in your business.


Final words

Developing a B2B marketing campaign is very important. The hardest part is being consistent. Automation really helps with consistency. Also, reusing content on your blog or website for social posts also helps with consistency.

It’s also important that your marketing strategy takes its cues from your overall inventory strategy. To achieve this, make sure that different departments across the company work in close coordination with each other, and can be tracked via a robust inventory management system.

To know more about how Cin7 can revolutionize your B2B inventory management, book a free demo today.

Posted in B2B

Pure Commerce share four secrets that helped their clients achieve record growth in tough market conditions

  1. DEAR isn’t just for sorting your inventory or modernizing your business: it helps you keep your approach flexible

  2. You can afford your own, fully-customized, fully-integrated ERP (if it’s DEAR)

  3. Any product business can benefit from DEAR

  4. A great implementation partner will let you outsource the back-office

“We actually started out as a DEAR customer,” says Filipe Nicolau, owner and founder of Pure Commerce. “We were responsible for changing the entire inventory management process for a clothing company and taking the business online — and DEAR was the go-to choice of ERP. We took that knowledge, and started a business around eCommerce inventory management systems and ERPs, and DEAR was a natural fit.”

Pure Commerce is a DEAR implementation partner and digital agency that specialize in solutions for eCommerce businesses. Filipe has been helping businesses both large and small implement DEAR for a long time now, and he’s happy to recommend the software to product businesses of all kinds.

“DEAR is a.) user friendly and b.) well plugged into eCommerce titans like Shopify,” Filipe says. “Compared to competitors, it’s a tenth of the price, and yet it does everything you need it to do.”

No matter how big your company gets, DEAR can scale to meet your needs.

Clients range from blue-chip companies in South Africa that are running giant warehouses and massive eCommerce stores, to mid-market businesses with five or six shops, all the way to people with just one or sometimes no store,” Filipe says. What they all have in common is they need a proper system to function like an ERP and manage inventory for their eCommerce sites.

“Because of DEAR’s price tiers, the smaller businesses can purchase it just as easily as the blue-chip companies. It’s accessible to all our customers. And no matter what we throw at DEAR, it just keeps being able to do it.”

Any product business can benefit from DEAR

The industry you’re in, says Pure Commerce, doesn’t matter too much: so long as your business is moving product, it can benefit from DEAR.

“We’ve got clients in the clothing sector, in manufacturing, in pottery, in health and wellness — all running DEAR.”

The first benefit of DEAR for many customers is simply being able to tell where all their inventory is. But once that’s established, customers find their other requirements or pain points are taken care of as well.

“When we first started, we used DEAR just to run a warehouse — purely ERP, stock management, goods in and goods out. Not even for financials, just to track stock. That was it,” Filipe says. “But with our business expertise and the functionality offered by DEAR, we can create any system a customer requires.”

Customers find DEAR helpful for syncing inventory through to finances, using programs like QuickBooks Online or Xero, and adding inventory capability to eCommerce platforms like Shopify. They use it for manufacturing, retail Point of Sale (POS) and expanding sales channels, making it easy to add a D2C channel to a B2B business, or vice versa.

“DEAR’s B2B portal is, for a lot of our customers, something they find themselves wanting to add, and it’s super easy to implement,” Filipe says.

Pure Commerce tends to stay away from the accounting and bookkeeping side of things. Their job is to make sure the business elements are all connected up, and they make sure their customers are connected with great accounting teams who know how to make inventory systems work well with financial systems of record.

Get an implementation partner that allows you to outsource the back-office

“A lot of our customers come to us saying they don’t know where to start. They’re starting a business from scratch. Well, we’ve done that ourselves! So we give them a full implementation, top to bottom, and in a lot of cases, it’s really saved their bacon. One client was a clothing company — we helped them get online, and they’re now running an online store and just launching their third physical store.”

For these companies, Pure Commerce functions essentially as an outsourced back office.

“We act as their support team for all things, not only eCommerce, but everything related to DEAR, to the operational side of the business. We’re their go-to.”

Pure Commerce have had great successes among their clients, with a number taken from operating entirely using pen-and-paper to DEAR Systems, using a full modern ERP and software app stack.

“We’ve had companies who were in the dark ages. Now they’re walking around with tablets managing production lines and things like that,” Filipe says.

Other success stories include a blue-chip company that started 2019 with barely any online presence and thousands of physical stores — and we all know what happened next. The Covid-19 pandemic hit, the company was forced to close all its stores.

“We had the CEO call and say ‘Listen, you need to save our bacon. We need to be fully online in a minimum of four months,’” Filipe says. “We launched them all online with one DEAR ERP and stock management system. There’s a massive warehouse in Cape Town, five stories high, that’s running all the company’s brands, all on DEAR. DEAR is keeping track of everything and feeding each brand’s website with inventory information.”

The changes Pure Commerce and DEAR have brought have had huge effects on the company. “It’s definitely changed their lives. They’ve never looked back — they’re pumping out products online and they’re growing day by day,” Filipe says.

DEAR offers incredible opportunities for new directions — for both product companies and their advisors

A lot of consulting companies would be thrilled to find themselves in the same position as Pure Commerce. They have a steady business and happy clients, and over the period of turmoil wrought by Covid-19 they’ve found themselves busier than ever. But they’re not stopping there. Their experience with DEAR means they can now branch out in exciting new directions, quite different to what you’d normally expect from a self-described “outsourced back-office.”

“Last year we used DEAR to launch our own Pure Commerce third-party logistics warehouse,” Filipe says. “A lot of clients don’t have warehousing, so we offer the ability to keep their stock in ours. We have our own DEAR account, which plugs into the client’s Shopify sites, and we pull the orders through to the warehouse. We pick, pack and ship on their behalf.”

All this activity is supporting the growth of Pure Commerce’s clients, as well as Pure Commerce itself. In the last three years, they’ve quadrupled their business. “And it’s primarily due to lockdown, to the pandemic. Everyone has realized that they need to be online,” Filipe says.

You can afford your own custom ERP — if it’s DEAR

Pure Commerce says that any product company can benefit from the features DEAR offers, but the features aren’t the only factor that decision-makers weigh up when considering an inventory management system. The price is also hugely important — but here, too, DEAR is beating the competition.

“The value for money you get from DEAR is amazing. You can get a B2B portal, you can run your POS, your sales channels, integrate into Amazon or pretty much anything else, integrate your accounting systems,” Filipe says.

“It’s a cost-effective system, a one-stop shop that gives customers an ERP and that allows Experts to solve pretty much all your customers’ problems with one system. The unique thing about DEAR is it can be for selling anything — from potatoes, to clothing, to pottery. That’s why it appeals to such a wide range of implementation partners and customers.”

About Pure Commerce

Pure Commerce is a DEAR implementation partner and digital agency that specialize in solutions for eCommerce businesses. Here, they explain how product companies can benefit from implementing DEAR — and the right implementation partner.

About Cin7 Experts

Cin7 Experts experienced with DEAR are an essential part of the Cin7 inventory management community. No matter what kind of product business you’re running, where you’re located, or what you’re trying to achieve, there’s a Cin7 Expert on DEAR who can help you achieve your ambition while saving your money and time.

21 inventory software features wholesale sellers should look for

Wholesale commerce is all about large volume and big profits, but as with all business, can come with the risk of big losses. Changes in consumer preferences, supply chain operating factors, and increasingly aggressive competition make it necessary for wholesalers to stay on top of their game.

Integrating software to organize their success should be the first thing that any wholesaler thinks of. The challenge is that there are many wholesaling software solutions with similar features available on the market. So how do you choose the ideal software that helps you manage and scale your wholesaling business?

To answer this question, experts at Cin7 have curated an extensive list of 21 must-have wholesale management software features. This 21-point list will help you make the right decision for your business so let’s get started.

Our experts have divided these 21 aspects into seven categories to keep things simple for you:

  1. Inventory management
  2. Order management
  3. Warehouse management
  4. Order fulfillment
  5. Reports and forecasting
  6. Documentation management
  7. Third-party integrations

Inventory management

In this section, we will cover wholesale selling features that will help you manage your inventory in a smarter and more efficient way.

#1 Inventory control

Any software you adopt should enable you to maintain the quantity of inventory you deem necessary and provide you with real-time stock visibility. It should help you meet customer demand at all times with minimum inventory holding costs and mitigate any delays in order fulfillment.

Make sure the solution automates processes like reordering and stock taking to help eliminate the risks associated with decision-making. In a nutshell, it should help you control your inventory flow in the most financially and business-wise manner.

#2 Inventory tracking

This feature revolves around providing you with real-time visibility of your inventory throughout your organization and across partner organizations. Every step needs to be tracked from when you purchase stock from your vendor, pick-up by your logistics partner to customer delivery.

You should be aware of the five Ws (who, when, where, why) and H (how) at all times, as it is instrumental in helping you make the right decisions. Also, you should be able to get details in terms of all batches and lots since this information will help trace any recalls.

#3 Barcode support

It is inevitable that you will require a full-scale barcoding solution that allows you to generate barcodes for all stored items. This includes items that are temporarily waiting to have barcodes printed for order pickup, packaging, stock transfers, and cross-docking.

The software either needs to provide in-built barcode generation capabilities or support it via a third party integration. However, it is preferable to have it built in natively as barcoding will be an integral part of your operations with many company-specific references like SKUs.

#4 Product bundling

As a wholesaler, you may need to sell products in bundles, but this complicates the accounting and other operational aspects. Your inventory management solution should support product bundling (also known as inventory kitting) so that you can sell confidently.

The platform should allow you to combine prices, select product combinations, and calculate margins and taxes. It should be able to consider your current stock levels, how long stock has been sitting in the warehouse, expiration dates of perishable goods, and offer compatible products for upselling/cross-selling.

Order management

In this section, we will learn about the features that will help you manage wholesale orders.

#5 Automating order processing

Automating order processing with the help of robust EDI solutions has become a bare minimum feature for wholesale selling as customers today expect instant confirmation and other post-order communications. Your software should natively integrate through EDI with all your selling channels and facilitate a two-way transfer of information so that your customers are aware of stock availability and make purchases hassle-free.

Customers should also have visibility into shipping fees, terms, and conditions, along with your return policy, making the entire order processing experience coordinate with the customer journey, and your business model.

Real-time inputs for all orders saves valuable time spent on order processing and boosts your organization’s productivity. This would also streamline their workflow management while enhancing the customer experience.

#6 Managing order history

As a wholesaler, order history management becomes essential from two perspectives: firstly, it aids in demand forecasting and secondly, it helps you increase the average lifetime value of a customer resulting in repeat business.

Ideally, your solution should go far beyond merely allowing you to manage order history. It should help make sense out of purchase decisions and generate insights that help you shape future strategies and campaigns. It should be a valuable addition to your client relationship management and overall personalization efforts.

#7 Shipment tracking

The wholesale sector has recently adopted digitization as a part of its business strategy, and shipment tracking has become a standard demand for wholesaling businesses giving clients important shipping updates.

This could be in the form of dashboards and self-service portals where your customers can access the latest updates regarding their shipment and directly communicate with shippers. It should also provide you with the shipping status of the goods sold and detailed information regarding any delays.

Warehouse management

Here are ways that a warehouse management module can improve internal logistics.

#8 Managing inventory location and available storage space

Your software should provide you with both the real-time location of any item and its historical storage data. This will help you make decisions involving stock transfers like changing the location of inventory with respect to the consumption patterns and making space for incoming shipments.

This will help you direct your warehouse staff regarding pickups and material handling while also ensuring that your storage space is utilized optimally. It should also help you with storage space allocation and insights regarding the availability of space based on incoming inventory. Also, you should keep in mind that keeping track of inventory location will require you to use barcoding solutions and perform inventory counts periodically.

#9 Internal and external stock transfer

As a wholesaler, stock transfers are part and parcel of your business. Therefore, this is an important feature as it will allow you to perform internal and external stock transfers with accuracy and efficiency. It should allow you to print barcode labels for individual stock items, pallets, and entire consignments to help coordinate with internal and external stakeholders.

The solution should also help streamline accounting and record-keeping with templates that capture all vital information like the person in charge at both ends, details regarding transferred items, schedule, and cost of the entire process. It should also facilitate a reverse supply chain in case the goods are unfit for use. The goal is to keep stock levels accurate despite  inventory movement.

#10 Generating pickup and packaging slips

Pickup slips enable your staff to swiftly find and fetch ready-to-ship products from their respective locations in your storage facility. Depending on your requirements, a warehouse management system should support various picking systems such as batch picking, cluster picking, wave picking, zone picking, and hybrid picking.

Packaging slips need to support specific requirements like adding special handling instructions and product bundling instructions alongside regular customer details. You may be required to provide additional documents like the bill of lading (BOL.) Its format should be in line with the expectations of your shippers and provide them with all the required information upfront.

Order fulfillment

Order fulfillment for wholesalers differs significantly from retail sellers. We’ve targeted these specific functionalities for the wholesale sector.

#11 Sharing order details with the customer

This is one of the important wholesale order fulfillment features that will allow you to send an order confirmation email with order status and other details. You will also need to integrate your wholesaling software with an email marketing platform in order to send and revert to transactional emails requiring data from within your organization.

Other email communications include delays in order fulfillment, shipping, order cancellation, returns, or refund processing. You should also check out the information-sharing capabilities across multiple channels.

#12 Customer self-service portal

Many software providers offer a customer self-service portal. It can be a great addition to your customer experience enhancement efforts and significantly reduce the workload for your customer service team. Customers can refer to the portal to answer questions that the customer service team would otherwise need to reply to manually. Customers can access shipment or product return status directly in the portal or VIA automated emails that serve the same purpose.

You can also look for additional features like a FAQ zone, community forums, and guides that will help serve your customers’ needs. It will also give you a chance to understand their content needs better and optimize accordingly.

#13 Returns processing

Statistically, 30% of online orders are returned, and hence, returns processing is an undesirable yet significant part of your operations. As we discussed earlier, a self-service portal comes in handy, but you will need other features too. Make sure your solution can print return labels, helping to automate return merchandise processing.

Because you’ve chosen a warehouse management solution that connects bi-directionally to your accounting software, you will also benefit from the visibility of the returning inventory and control of its costs. Also, you can choose to store the returning goods at a local fulfillment center and redirect them for resale if the items are fit for use. Automated returns processing will also let you know about the issues faced by your customers and even come up with educational material in case you find that returns are caused due to a lack of product knowledge.

Reports and forecasting

Here’s a list of business intelligence oriented features you should look for when considering wholesale inventory management software.

#14 Report building

Accessing data insights from your solution’s reporting capabilities should be a priority when considering software. It should pull real-time data in easy-to-understand formats so that you can make business decisions without investing too much time. It should be able to identify any irregularities in your processes and point out the exact reason behind any lag in the functioning of your organization.

The solution should have reports to empower each of your business functions, including purchasing, warehousing, inventory management, inbound and outbound shipping, demand forecasting, and manpower planning. Thus, the software should keep you well informed and provide you with crucial real-time inputs to keep your wholesale business running at optimal levels of efficiency.

#15 Demand forecasting

Demand forecasting is the process of estimating the market demand for your products during a given time period with accurate details such as the volume, demand centers, trends, and reasons such as festivals, holidays, and customer affinity.

These reports will help you implement a lean operating model where market conditions dictate action, and value is delivered at each node in the supply chain. Also, you can minimize inventory holding levels and make timely purchasing decisions. This, in turn, saves you from facing stock-outs or missing sales due to the unavailability of products.

#16 Capacity planning and estimation

As a wholesaler, you will need to understand the availability of your staff and their ability to complete work against business requirements. Reporting should also include availability of the assets and tools required for them to do their jobs, such as the material handling trolleys and trays used to transfer items.

The reporting should give you more accuracy around work delegation and estimated time for completion of tasks. The system uses inputs to determine how many employees are present, what assets are available for use (trolleys, trays), and the execution strategy to be employed (e.g., batch pickup, wave pickup, hybrid pickup combined with LIFO/FIFO). The result of the final computation is reflected in the pickup/packaging slips. This feature saves your team from having to make last-minute adjustments. You will also get an idea regarding the right number of resources required to run your organization and reduce attrition levels.

#17 Financial and accounting reports generation

Reports like inventory audits, inventory reconciliation, ABC analysis, inventory evaluation, inventory shrinkage, and inventory holding costs are among the basic requirements you should have in mind. Your software should also provide you with the accounting data that can be directly fed to your accounting system to eliminate work duplication and reduce any manual errors.

These reporting capabilities will help you understand your organization’s financial health so you can make timely adjustments to maintain your profitability. Reports like inventory turn days, inventory turnover ratio, fill rate, average spend per customer, and repeat order rate help you connect with the financial aspect of your operations.

#18 Sales quoting

Your wholesale inventory management software should help you with building sales quotes as it contains all the required data, including product availability, fulfillment lead time, discount grids, and payment terms.

This can be especially useful when considering the nature of bulk orders as there are many push and pull factors that contribute to a sale. Having a bird’s eye view of the pricing factors regarding the sale size can provide you with the much-needed leverage when considering special discounts, offers and each sales representatives’ performance.

Documentation management

As a wholesaler, it is important to maintain a documented track record of your operations. You will also need to be able to transfer documents within and outside your organization.

#19 Built-in EDI

EDI technology allows you to transfer business documents across multiple verticals in a standardized format so your employees can coordinate orders and collaborate effectively. EDI technology optimizes and automates the workflows across departments and even beyond your organization without compromising your business interests.

Having a solution with built-in EDI connections will help you reduce costs and increase your staff’s productivity as the software bears a significant portion of their administrative workload.  Built-in EDI will help reduce errors, aid in the auditing process, and secure your organizational data.

Third-party integrations

Lastly, we will have a quick look over the third-party application integrations that are necessary for the smooth running of your wholesaling business.

#20 B2B ecommerce marketplaces

It goes without saying that your wholesale inventory software should support integration with all leading marketplaces, including Amazon Seller, Etsy, eBay, AliExpress, and other leading platforms. A complete multichannel selling suite will help scale your business without any operational bottlenecks.

Wholesale inventory software plays an important role in pulling data from a single catalog and making products available according to the platform-native fields and functionalities. However, you need to look out for cases where your shipper and marketplace platform don’t display full interoperability. For example, one of the shippers may not support product bundling while the marketplace may support it. In such cases, your software should be able to fulfill the gap by coordinating with the shipper and ensuring that your products are delivered as per the displayed offer within due time.

#21 Third-party logistics companies

3PL integration is a must-have feature as it provides the required visibility into goods in transit and shipped orders. It allows you to pull data from your 3PL provider’s portal to your portal and website so that your customers and employees can track shipments.

This feature enables you to display carrier charges in real-time so that your customers can make a choice depending on their budget and preferences. Thus, this feature allows you to streamline your backend processes to a great extent.

Summing up

Towards the end of this list, we can say that a lot of these features are interlinked and hence the ideal solution for your brand needs to have most of them in order to provide you with an excellent user experience. On top of these functionalities, we would like to advise you to look for excellent customer support since every solution will have a learning curve and you must be able to access help in a timely fashion for a successful transition. If you have any queries regarding the selection of an ideal wholesale software solution for your small business, get in touch with Cin7 experts today!