Skip Nav
Back

BisTrack's Outside Sales Management Tools

Empower your outside sales team with the essential tools they need to drive success and elevate performance.

Quote and Order Management

BisTrack empowers your outside sales team to easily generate quotes, place orders, and gain real-time visibility into their status: 

  • Look up existing quotes and identify potential reasons for delays
  • Accept quotes and seamlessly move forward with sales.
  • Transfer quotes to orders and check their status.
Bistrack delivery ss 1 updated

Sales Activity Tracking

Monitor and analyze sales activities and performance with BisTrack's comprehensive tracking tools.

  • Track sales calls, meetings, and presentations in real-time.
  • Maintain detailed activity logs for each sales representative.
  • Utilize performance metrics and dashboards to visualize sales progress.
  • Access calendars, stay informed through BisTrack messages, and leverage insightful dashboards for daily workflow management.
Corp businessman using a digital tablet

Customer Relationship Management (CRM)

Smplify managing customers by maintaining detailed customer profiles and interaction history.

  • Access vital contact details and look up existing contacts.
  • Log all customer interactions (calls, emails, meetings).
  • Record important customer notes.
  • Schedule and set reminders for follow-up activities.
  • Add new contacts.
Bistrack delivery ss 2 updated

Prospect Management

Streamline your sales process with our comprehensive Prospect Management tools. This suite empowers your team to move opportunities forward with precision and speed by:

  • Centralizing all prospect data in one easily accessible location.
  • Delivering a crystal-clear overview of prospect status and activity.
Corp manager handshake with new employee

Dispatch and Delivery Management

BisTrack provides tools to manage dispatch and delivery, ensuring timely and organized order fulfillment.

  • Gain real-time visibility into delivery schedules.
  • Check Dispatch and Delivery for available windows.
  • Identify available trucks for delivery.
  • Call to get deliveries scheduled efficiently.
Bistrack delivery ss 3 updated

Reporting and Analytics

Generate comprehensive reports and gain valuable insights into sales performance with BisTrack's robust analytics capabilities.

  • Create customizable reports on sales pipeline, forecast, and revenue.
  • Analyze individual and team performance effectively.
  • Identify key trends and patterns within your sales data.
  • Utilize data-driven insights to optimize sales strategies.
Bistrack delivery ss 4 updated

Epicor values ​​your privacy. See the website terms and terms and conditions