The Simplest, Most Hassle Free Sales Software for P21
Trust the LEADER in Sales Force Mobilization for P21
Over 70 companies that use P21 trust Rubber Tree Systems for their sales force mobilization needs. Rubber Tree has a proven track record with our technology, history, and most importantly, our development and support staff. Each team member has an extensive background in distribution and P21 as well as technology and programming.
Enhanced Features for P21
- Bi-Directional Task Management
- Bi-Directional Contact Management
- Bi-Directional Opportunity Management
- Bi-Directional Prospect Management
- Bi-Directional Sales Call Logging
- Quick Order/Quote Entry
The Rubber Tree Difference
- Simple UI for quick access to the most relevant information
- Low cost entry and simple monthly pricing
- Fully hosted in our tier 4 datacenter for maximum security
- No contract, no hidden costs.
- Available on phone, tablet and desktop
Mobile Sales Dashboard
With moBI-ERP, you can easily view all of your sales, order, quote, PO and vendor data in one place. Our mobile sales dashboard is a quick view from top to bottom of all sales related transactions in the system. Simply drill down to find detail on every transaction that is related to your sales rep number in your system. Find inventory, track transactions and follow up with your customers with the confidence that you know what's going on with their account.
Comprehensive Customer Detail
View all of your customer detail in one screen. You can easily view addresses, tasks, contacts, phone numbers, AR, sales, open order and quotes, as well as item history. With our comprehensive customer overview screen, you no longer have to dig into multiple systems or screens for all of your data about your account. With this powerful information, you can walk into a customer and know the status on every transaction in your back end ERP system.
Easy Mobile Alert Setup
Easy to use mobile alert setup allows your sales reps and sales managers to setup specific alerts based on dollar amounts, margins, customer inactivity and more! Not only can the user manage their global alerts for all named accounts, but they can also manage individual customer alerts for accounts that may need more detailed attention.
Once your alerts are setup, we immediately start notifying you about transactions when your requested parameters are matched in the system.
Mobile Order Alerts
Our mobile alerts will notify your sales rep or sales manager on any device with email. Whether you are in the office or on the road, our alerts are designed to keep you informed on any transaction you may need to know about.
Setup your alerts and go about your daily routine. We will make sure you are notified when customers are active in your back office system.
Order and Quote Detail
Imagine being able to answer your customer's questions about orders, quotes, shipments, AR and more, all from your tablet or smartphone. With our detailed order and quote screens, you can answer your customer face to face instead of having to call back into the office or making your customer wait for the answer.
With our universal search box, you can instantly search all customers, prospects, orders, quotes and CRM activity in one simple box. The universal search is a great way to find what you are looking for, quickly and easily, directly from the front of your tablet.
Contact Management for P21
Using our Bi-Directional contact management, easily add, update and delete your contacts inside of your P21 CRM system directly from your smartphone or tablet. Keeping all contacts in sync with your outside sales force and inside P21 users becomes a breeze without having to implement a separate 3rd party CRM system.
Task Management for P21
Using our Bi-Directional task management for P21, you can easily add, update and delete tasks right from your smartphone or tablet. This gives your internal P21 users and your external outside sales people the capability to task to themselves or each other in realtime without having to use their laptops. Rubber Tree also creates screens specifically for your needs and can backfill the information to make entry even easier for your sales people! A few examples we have built for customers include a quote follow up screen and a quick sales call screen.
Prospect Management for P21
Easily create a new prospect when on the road. Simply fill in the required fields on your phone or tablet and we will create the prospect live in P21. Keeping active prospects in your system will allow your inside sales team better vision into your prospecting and allow a better service level on those potential calls.
Opportunity Management for P21
Use your built in P21 Opportunity Management for your sales team in a simple and quick way. Add, Update and Delete opportunities to help manage your pipeline and without taking up your entire day managing the data.