Integrated Sales and Financial System: optimize your B2B management
Posted: Sun Dec 22, 2024 6:41 am
Are you looking for an integrated sales and financial system to manage your Industry or Distributor ? A complete operation needs a technology that fulfills the most diverse functions in a single place. Therefore, in this content, we will present the Mercos functionalities that go beyond complete sales management — also including the financial part.
What will you see in this content?
Mercos is a sales system that encompasses the commercial operations of Industries and Distributors from end to end. Control your team, inventory and sales , products, customers, issue orders, sell online and track data in one place;
In addition to all the features above, Mercos also offers some financial management features, meeting this recurring need for B2B management. Check out 7 exclusive Mercos features and understand how they can help your sales;
Understand why Mercos is the most used, complete and practical system on the market. Take a free trial and get ahead , getting everything you need for your operation in one place.
What is the Mercos sales and financial system?
Mercos is a sales automation system dedicated to managers and usa phone number list sales representatives. Each professional has their own version of the program — both a software that you can view on your computer and an app for iOS and Android. This way, you and your sales team can manage your sales operations much more easily, from a single location.
This includes both issuing and controlling orders as well as managing customers, inventory, products and data. And, of course, it encompasses a good portion of the financial and sales management part of your business, as we will see below.
This is the home screen of the Mercos sales and financial system. It shows the indicators, orders, customers, products, customer portal and calendar tabs. In the central image is the sales evolution indicator, one of the 26 available in Mercos.
What are Mercos' financial resources?
Mercos has several resources that support the financial side of industries and distributors. Check out 7 of them below!
1. Flex Balance
The Flex Balance is a feature also known as a “seller’s checking account”. This is because it allows your sales team to have more autonomy and flexibility when negotiating discounts.
With it, sales made above the table are converted into a balance. In this way, the excess amount can be used to offer discounts strategically , without exceeding the budget defined by the manager.
Consequently, the sales representative can consider the individuality of each negotiation and personalize it, increasing the chances of closing the sale.
In addition, Mercos offers detailed reports on the use of the Flex Balance, allowing both the manager and the seller to monitor their movements and make decisions based on accurate data.
Read more about Saldo Flex:
-> What is Saldo Flex: EVERYTHING you need to know to empower your salespeople!
2. Blocking clients
If your team needs to call you to check whether or not they can close a sale, because they don't know whether the customer is in default or not, you're certainly not up to par with productivity.
With customer blocking, you and external salespeople can block transactions with defaulting customers directly from the Mercos app, regardless of whether the device is iOS or Android. This way, the manager can protect the financial health of your company.
In addition, the manager can also establish automatic blocking criteria, preventing new orders from customers who are not fulfilling their financial commitments from entering through B2B e-commerce , Mercos' online sales platform.
This allows the internal and external sales team to focus their efforts on customers who present lower financial risk, contributing to a more stable and predictable cash flow.
What will you see in this content?
Mercos is a sales system that encompasses the commercial operations of Industries and Distributors from end to end. Control your team, inventory and sales , products, customers, issue orders, sell online and track data in one place;
In addition to all the features above, Mercos also offers some financial management features, meeting this recurring need for B2B management. Check out 7 exclusive Mercos features and understand how they can help your sales;
Understand why Mercos is the most used, complete and practical system on the market. Take a free trial and get ahead , getting everything you need for your operation in one place.
What is the Mercos sales and financial system?
Mercos is a sales automation system dedicated to managers and usa phone number list sales representatives. Each professional has their own version of the program — both a software that you can view on your computer and an app for iOS and Android. This way, you and your sales team can manage your sales operations much more easily, from a single location.
This includes both issuing and controlling orders as well as managing customers, inventory, products and data. And, of course, it encompasses a good portion of the financial and sales management part of your business, as we will see below.
This is the home screen of the Mercos sales and financial system. It shows the indicators, orders, customers, products, customer portal and calendar tabs. In the central image is the sales evolution indicator, one of the 26 available in Mercos.
What are Mercos' financial resources?
Mercos has several resources that support the financial side of industries and distributors. Check out 7 of them below!
1. Flex Balance
The Flex Balance is a feature also known as a “seller’s checking account”. This is because it allows your sales team to have more autonomy and flexibility when negotiating discounts.
With it, sales made above the table are converted into a balance. In this way, the excess amount can be used to offer discounts strategically , without exceeding the budget defined by the manager.
Consequently, the sales representative can consider the individuality of each negotiation and personalize it, increasing the chances of closing the sale.
In addition, Mercos offers detailed reports on the use of the Flex Balance, allowing both the manager and the seller to monitor their movements and make decisions based on accurate data.
Read more about Saldo Flex:
-> What is Saldo Flex: EVERYTHING you need to know to empower your salespeople!
2. Blocking clients
If your team needs to call you to check whether or not they can close a sale, because they don't know whether the customer is in default or not, you're certainly not up to par with productivity.
With customer blocking, you and external salespeople can block transactions with defaulting customers directly from the Mercos app, regardless of whether the device is iOS or Android. This way, the manager can protect the financial health of your company.
In addition, the manager can also establish automatic blocking criteria, preventing new orders from customers who are not fulfilling their financial commitments from entering through B2B e-commerce , Mercos' online sales platform.
This allows the internal and external sales team to focus their efforts on customers who present lower financial risk, contributing to a more stable and predictable cash flow.