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



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