If you're looking at RepZio, or thinking about moving away from it, you're probably comparing a few sales rep apps side by side. Most of them cover the basics: a product catalog, order entry on a tablet and a sync to your accounting system. The differences show up in the details your team uses every day.
This guide lists the questions worth asking every vendor, with the answers for Fulfillt Sales, so you can compare on the same terms.
What to compare
Offline ordering
Reps sell in basements, stockrooms and rural stores. Ask whether the app keeps working with no signal, and what happens to the orders taken offline.
Fulfillt: reps keep taking orders offline, and the orders send themselves when the connection is back. See offline order taking for wholesale reps.
Your accounting system
Ask which accounting systems it connects to directly, which records sync, and in which direction.
Fulfillt: QuickBooks Online, QuickBooks Desktop, Xero and Odoo. Customers, products, prices, stock and invoices come in automatically, and new customers and approved orders go back.
Customer pricing and catalogs
Wholesale customers rarely pay the same price. Ask how the app handles pricing tiers, special prices and catalogs per customer.
Fulfillt: pricing tiers, customer-specific prices with quantity breaks and dates, custom catalogs and promotions. See customer-specific pricing in B2B.
Commissions
If commissions are still done in a spreadsheet, ask whether the app can calculate them for you.
Fulfillt: pay the writing rep, the account reps or a split, on paid invoices or per payment, with credits deducted automatically. See how to calculate sales rep commissions.
A portal for your customers
Many customers would rather reorder on their own than wait for a rep visit.
Fulfillt: a 24/7 B2B ordering portal add-on with unlimited customer logins. Customers see their own catalog, prices and stock.
The full price
Ask for the full monthly price for your team, including any connection, integration or setup fees, so you compare the real cost.
Fulfillt: Fulfillt Sales starts at $55 per user per month, integrations are included, and our starting prices are on our pricing page.
What comes after the order
Think about the warehouse too. An order app that connects to picking, packing and delivery saves phone calls later.
Fulfillt: Fulfillt Orders and Fulfillt WMS work with the same data, for order tracking, delivery and warehouse management, when you need them.
Quick checklist
| Question | Fulfillt Sales |
|---|---|
| Works offline? | Yes |
| Accounting systems | QuickBooks Online and Desktop, Xero, Odoo |
| Customer-specific prices | Yes, with quantity breaks and dates |
| Commission tracking | Yes |
| Customer ordering portal | Add-on, unlimited customer logins |
| Integrations | Included |
| Long-term contract | No, month to month |
Switching sales rep apps
Your customers and products already live in your accounting system, so switching is mostly about connecting it and getting your reps comfortable:
- Connect your accounting system and bring in customers, products, prices and stock.
- Check a sample. Open a few customers and products and compare them with accounting.
- Set up your reps and decide which customers each one handles.
- Place a test order and confirm it arrives in accounting the way your bookkeeper expects.
- Train reps on a real day's orders, then turn off the old app.
With Fulfillt, we do the connection and import with you and help get your reps taking orders.
Frequently asked questions
Can I switch to Fulfillt from another sales rep app?
Yes. Your customers and products already live in your accounting system, so we connect it, import your customers and products, and get your reps taking orders.
Do I have to change accounting systems?
No. Fulfillt Sales works with QuickBooks Online, QuickBooks Desktop, Xero and Odoo, and your accounting stays the way it is.
Is there a long-term contract?
No. Monthly plans can be changed or cancelled any time, and annual plans get 2 months free.
How much does Fulfillt Sales cost?
Fulfillt Sales starts at $55 per user per month, with integrations included. The customer portal is an optional add-on. Your quote lists the price for your team.
The bottom line
Ask every sales rep app the same questions: offline ordering, accounting sync, customer pricing, commissions, the customer portal and the full monthly price. Then pick the one that answers them best for your team.
See Fulfillt Sales or book a demo.
RepZio is a trademark of its owner. Fulfillt is not affiliated with RepZio. This article describes Fulfillt only. Check each vendor for their current features and prices.
