The success of your implementation, adoption and ongoing use of our solution is our number one priority. Because we only work with wholesalers, we’ve over ten years of deep experience in helping wholesalers like you achieve the best results for their top and bottom-line performance.
We’ve very affordable fixed-price and quotable services to help you with an enduring and demonstrable return on your investment.
We’ve solutions to
- Implement your Salesorder system (including data migration) in just a few days.
- Streamline your sales operation and online customer experience to remove sales friction, and eliminate wasted sales and customer services time, effort, and expense.
- Automate your order-processing tasks to eliminate tedious and time-consuming repetitive tasks, and put your order flow on autopilot.
- Optimize your inventory demand forecasting to ensure you always have and purchase the minimum amount of inventory to eliminate backorders and customer disappointment.
- Optimize your warehouse operations to improve the throughput of daily orders.
- Transform your analytics and reporting to make game-changing use of your business data, and help you become a data-driven culture, where guesswork and laborious Excel tasks are eliminated.
- Customize your Salesorder system to add new plugin functionality.
- Integrate your Salesorder system with a third-party software vendor application or marketplace.
What are the costs of wholesaler optimization services?
We provide our services on a cost-plus reasonable contingency fee, so you can always expect our rates to be lower than the local market, and competitive with offshore, e.g., Asia / Eastern Europe rates.
Each service listed below is costed separately. We are rapidly moving to a fixed-price model for some of these services. Where we have determined a current fixed price, we’ll share this with you in the initial discovery call.
Rather than set a fixed rate per hour or day, we present costs on a per-case basis.
Our services are available by the hour, and you will always have a clear picture of our costs.
Implementation
Data migration strategy
We’ll review the condition, structure, and format of the data in your current software applications to determine the easiest and fastest way to:
- Ensure the data you need to move is of the highest possible quality and integrity.
- Prepare and move your data into your new system.
Deliverable: In-person and documented advice with detailed step-by-step instructions to achieve a reliable data migration.
Time and effort: Up to five days time (elapsed and effort).
Data migration
Based on the state and location of your data, we’ll:
- Assess and confirm the feasibility of exporting your data.
- Deploy the relevant tools and/or methods to export the data.
- Prepare your data for data import to Salesorder.
- Import your data and test integrity.
Deliverable: Exported data sets, import-ready data sets, data import to your new system, handover, and acceptance. Documented details instructions for future data imports.
Time and effort: Three days minimum + quote and estimate for any additional time.
Setup
We’ll configure your system for you, so you are ready to implement the final step to transition your accounting trial balance and stock levels. This transition is best undertaken by a qualified accounting professional. If required we can provide support for this transition. The accounting and stock level transition is documented here.
When you ask us to undertake the setup for you, we’ll provide a questionnaire to capture your requirements. This contains a list of key information we need you to provide.
Deliverable: Completion of your system settings, i.e. Document templates, and numbering formats, payment terms and methods, user roles, email integrations, etc.
Time and effort: Up to two days. Variances of this time are dependent on your document template formats.
Deliverable: Scope of work, plus dedicated consultancy.
Sales and E-commerce
B2B e-commerce strategy
Whatever you are struggling with, whether it be creating an online B2B presence or store, integrating or managing marketplaces, B2C e-commerce, or anything connected with e-commerce, one of our partners or we can help you.
Deliverable: Through an initial free consultation of up to two hours, we will assess or help you define your e-commerce objectives and deliver a documented, pragmatic and easy-to-execute strategy and plan.
If required, we can coordinate and introduce you to the relevant partners.
Time and effort: First two hours free of charge. We’ll quote for additional hours.
B2B E-commerce solution
The objective of this service is to confirm what technology(s) and vendors you need to evaluate and/or purchase, determine an implementation strategy, and, where appropriate, get you up and running with a B2B e-commerce solution.
A B2B e-commerce solution can often consist of one or more elements which include (but are not limited to) the following:
- B2B e-commerce software selection
- B2B marketplace selection
- B2B e-commerce or marketplace software integration
- B2B e-commerce user experience design
If we mutually agree you need to engage third-party services or software, we’ll work with you to extract the relevant and maximum value from them. For example, coordinating the discovery of their services, sanitizing their scope of work, and working with them to join up our technology and services.
Deliverable: Scope of work, In person and or documented advice, and guidance.
Time and effort: First two hours free of charge. We’ll quote for additional hours.
Outbound sales strategy and solution
Some wholesalers we’ve worked with have asked for advice on the following:
- How to craft an outbound sales strategy, e.g., cold outreach?
- How to generate or discover leads for B2B sales, e.g., cold outreach to retailers, including ‘big box’ retailers.
- Which software should I use for outbound sales, and how will this work with Salesorder.com?
- Can you help me choose an outbound sales agency or method?
- Can you help me find and/or choose a paid search engine or LinkedIn advertising partner?
- Can you help me find and/or choose an SEO partner?
The objective of this service is to share with you the detail, benefits, and results of different outbound sales methods and tools.
Deliverable: Scope of work, In person and or documented advice, and guidance.
Time and effort: First two hours free of charge; we’ll quote for additional hours.
Automation
Automation has a direct impact in terms of reducing your fixed costs or freeing up your team to work on tasks that currently can only be performed by humans.
Regardless of the age and stage of your company’s journey, we strongly recommend you take advantage of your service. For example, before you consider hiring new staff.
Automation strategy and implementation
The purpose of this service is to:
- Explore how you might leverage software automation to eliminate repetitive tasks currently performed by your team.
- Help you decide where you should deploy automation e.g. the cost/benefit analysis.
- Develop or add automation functions to your Salesorder system.
- Teach you how to operate software automation.
Deliverable: Educate you about the possibilities of software automation, identify and review the workflow candidates, i.e. order review process, assess the tangible benefits, i.e. time saved per employee hour, present cost-benefit analysis, decide priorities, specify and develop/configure automation, and provide operating instructions.
Time and effort: First two hours are free of charge, we’ll quote for additional hours.
Supply and demand inventory forecasting
Inventory forecasting is complex and error-prone if you use guesswork or spreadsheets or a combination of both. It’s also costly and can be your business’s nemesis.
Our solution provides always-on and automated inventory forecasting. We also provide automation to auto-create proposals that you can approve and convert to purchase orders in your Salesorder system.
The benefits of this service are the elimination of complex spreadsheets, the associated maintenance and effort, and superior and accurate forecasting on demand.
Inventory forecasting education, advice, and evaluation.
Deliverables: We’ll ask you questions about your forecasting. We’ll share a demo of our forecasting solution. If you decide you want to evaluate our solution, we’ll need to do some preparation of the data in your Salesorder system to ensure a smooth evaluation and ongoing operations. When this is completed, we’ll agree on an evaluation period.
Time and effort: First two hours are free of charge. We’ll quote for additional hours, i.e., the data preparation.
Warehouse Optimization
Warehouse review and optimization strategy
Warehouse operational inefficiencies impact your operations labor hours and costs, your warehouse throughput, and your shipping lead time to your customers. We help you tackle your warehousing challenges.
With our strong operational experience in warehousing, we will standardize and optimize your operational processes from receiving to storage to shipping. We will also improve your warehouse layout, slotting, and space utilization.
We will work with you to understand your current processes and identify your inefficiencies and areas of improvement. We will then define your improvement strategies with the objective of implementing an optimized warehouse flow with best practices, improving resource allocation, and reducing warehouse errors.
Warehouse Optimization will save you on time and labor costs with better practices, better resource allocation, and increased productivity.
Deliverables: We’ll ask you questions about your current processes. We’ll identify areas of improvement and we’ll share our findings and recommended operational solutions. If you decide you want to implement our solutions, we’ll provide you with a combination of the following: documented solution with detailed step-by-step instructions, your documented new Standard Operational Procedures, a Scope of Work if systems or configuration changes will be required, plus dedicated consultancy.
Time and effort: First two hours are free of charge. We’ll quote for additional hours.
Business Intelligence - better, faster reporting
Business Intelligence strategy
Warehouse operational inefficiencies impact your operations labor hours and costs, your warehouse throughput, and your shipping lead time to your customers. We help you tackle your warehousing challenges.
With our strong operational experience in warehousing, we will standardize and optimize your operational processes from receiving to storage to shipping. We will also improve your warehouse layout, slotting, and space utilization.
We will work with you to understand your current processes and identify your inefficiencies and areas of improvement. We will then define your improvement strategies with the objective of implementing an optimized warehouse flow with best practices, improving resource allocation, and reducing warehouse errors.
Warehouse Optimization will save you on time and labor costs with better practices, better resource allocation, and increased productivity.
Deliverables: We’ll ask you questions about your current processes. We’ll identify areas of improvement and we’ll share our findings and recommended operational solutions. If you decide you want to implement our solutions, we’ll provide you with a combination of the following: documented solution with detailed step-by-step instructions, your documented new Standard Operational Procedures, a Scope of Work if systems or configuration changes will be required, plus dedicated consultancy.
Time and effort: First two hours are free of charge. We’ll quote for additional hours.
Power BI dashboards and analytics
The objective of this service is to develop Power BI Dashboards on your behalf based on your selected KPIs and reports. We will:
- Assess your data and verify you have all the required data points
- Set up the integration with Power BI
- Develop your selected Power BI Reports
- Develop your Dashboards
Deliverables: Scope of work, building reports and dashboards.
Time and effort: First two hours are free of charge. We’ll quote for additional hours
Customization and Integration
Customization - plugin new functionality
You can add custom fields, sections, and tabs to your Salesorder system. However, if you need more sophisticated functionality, we can develop the function as a plugin.
We’ll gather your requirements and ask you to approve them. Once you approve, we’ll produce a specification, estimate, and costs. And when you agree, we’ll commence with development and keep you updated about our progress.
When the development is completed, we’ll share the plugin with you so that you can perform user testing. When you’re satisfied with the functionality, we’ll ask you to accept the plugging and complete payment formally.
Any changes to the original functionality during the development process will trigger a change request. For example, you discover you need an additional element incorporated in the original specification.
This will change the initial effort required and the time scales quoted in the original estimate. We’ll recalibrate the project and share the impact and costs.
You can then ask us to proceed and confirm you’re happy with the new schedule and costs. Alternatively, you might decide not to approve the change request or push the change into a future phase 2 development.
Deliverables: Requirements and Specification documents, Estimate and Plan, Plugin and operating instructions.
Time and effort: All work, including the business requirements capture, is chargeable.
Integration to 3rd Party Software.
We have integrations with multiple vendor applications. For a complete list of integrations, see this page.
If you need an integration with software not listed here, we are willing to help.
We’ll gather your requirements and ask you to approve them. Once approved by you, we’ll produce a specification, estimate, and costs. Once approved by you, we’ll commence with development and keep you updated about our progress.
When the development is completed, we’ll share the plugin with you so that you can perform user testing. When you’re satisfied with the functionality, we’ll ask you to formally accept the plugging and complete payment.
Any changes to the original functionality that occurs during the development process, will trigger a change request. For example, you discover you need an additional element incorporated in the original specification.
This will change the original effort required and therefore the time scales quoted in the original estimate. We’ll recalibrate the project and share the impact and the costs with you.
You can then ask us to proceed and confirm you’re happy with the new schedule and costs. Alternatively, you might decide to not approve the change request, or push the change into a future phase 2 development.
Deliverables: Requirements and Specification documents, Estimate and Plan, Plugin and operating instructions.
Time and effort: All work including the business requirements capture is chargeable.
