Skip to content

Harmonize while enhancing productivity

Order & Sales

Order & Sales Management Solutions

HARMONIZE DATA AND FUNCTIONS WHILE ENHANCING PRODUCTIVITY

EDI-READY ORDER & SALES MANAGEMENT

To succeed in the rapidly changing retail and foodservice sales agency environment you need an easy-to-use customer management solution.

ORDER & SALES MANAGEMENT

Order & Sales Management is a flexible, scalable sales management solution designed for small, mid-sized and national retail and foodservice sales agencies and manufacturers. It offers robust functionality covering all aspects of sales, pricing, promotions, invoicing, commission, inventory, and reporting.

Designed to deliver efficient processes by automating both complex as well as mundane tasks. Our customers benefit from our knowledge and experience by leveraging best practices focused on optimizing productivity and achieving business success.

We support our customers with robust capabilities covering all aspects of sales, pricing, promotions, invoicing, commission, inventory and reporting.

ORDER & SALES MANAGEMENT CAPABILITIES

How we Uniquely Help our Clients

Order & Sales Management is designed to deliver efficient processes by automating both complex as well as mundane tasks. Our customers benefit from our knowledge and experience by leveraging best practices focused on optimizing productivity and achieving business success.

EDI-Integrated

ORDER & SALES MANAGEMENT

Solution Benefits:

  • Increase efficiency by automating import processes that eliminate the need to manually key maintenance data.
  • Optimize productivity through multi-maintenance options for data modification.
  • Increase sales visibility with real-time and scheduled reports including sales analysis by day, week, month, multi-period comparison, etc.
  • Access online and on-site training resources, detailed documentation, and on-screen help links.
  • Ensure financial accuracy through robust commissions tracking system and reporting tools outlining projected and received revenue.
  • Maintain split commission rates with an unlimited number of partners.
  • Create and track MDF funds and automatically add money to a fund based on sales.
  • Export financial data to your internal accounting system.
  • Benefit from a hosted solution that is EDI ready and with low-cost implementation.
ach-slide-background
“We now have the capabilities to generate analysis in 30 minutes that previously would have taken an entire week’s effort before implementing Exceedra.”Joann Newman Senior Manager of Sales Planning and Analysis | ACH Food
Exceedra Customer Since:
2002
Products Implemented:
Exceedra TPM Enterprise 4-month implementation
Savings/ROI:
  • Improved Forecast Accuracy by 25-30%
  • Improved margins and trade effectiveness
  • Unpresented visibility to trade accruals, forecasted/actual volumes and spending, as well as claims/deductions
carlsberg-slide-background
“Pushed by diverse forces such as technological innovations, changing market conditions, and old hardware, we needed to conduct a thorough due diligence process to ensure we selected the best solutions for our needs. We are convinced that Exceedra Retail Execution was the right fit for us.”Curlu Seitumer BSM, BRM, BPM Director | Carlsberg Group
Exceedra Customer Since:
2011
Products Implemented:
Exceedra Retail Execution 6-month cascaded implementation across the Baltic countries
Key Benefits:
  • Reduced order-taking time and out of stocks
  • Fast KPI availability for top management
  • Improved information flow between sales representatives
hillman-slide-background
“Our partnership with Exceedra is great, we have a great cadence with the support group, everything is like clockwork. We started out the right way and the relationship has matured and grown over the years... it has never felt transactional.”Michael McNeese Director Enterprise Applications | The Hillman Group
Exceedra Customer Since:
2009
Products Implemented:
Exceedra Retail Execution 6-month implementation
Key Benefits:
  • Support revenue growth and order processing objectives
  • Visibility to in store conditions and compliance
  • Processes orders with speed and efficiency
  • Respond to exceptional, unexpected or seasonal events with dynamic ordering

MONITOR AND TRACK SALES OPPORTUNITIES

SALES AGENCY
TRACKING

Solution Benefits: 

  • Easily identify operator and distributor sales targets
  • Access real-time information on call activity within your market
  • Monitor objective activity
  • Notify manufacturers on new business and competitive activity within your market

Sales Agency Tracking

Sales Agency Tracking is a scalable and highly customizable solution for use by field sales reps. It offers robust functionality including detailed operator profiles, objective management, sales call management and reporting.

  • Interactive Dashboard – the system provides each rep with an overview of their objectives and call activity; managers have additional dashboards that allow them to view activity within their assigned group.
  • Operator Profiles – detailed information including contacts, distributor information, market segment, management company, priority. Administrator can designate fields as mandatory to ensure complete information is captured. Contacts can be added to Outlook.
  • Objective Management – build a custom hierarchy to control how objectives will flow through the system (e.g. From Manager to Team Leader to Sales Rep); track progress and make changes on the fly to ensure objectives are met. Build a custom list of Objective Types based on sales or presentations.
  • Sales Call Management – track items presented and/or sold to both operators and distributors; identify competitive business; track pending sales; generate follow up appointments to your Outlook calendar.
  • Reporting – generate reports in PDF, Word or Excel format; report scheduler can be set to auto generate reports on a recurring basis; Excel exports go to “true column” format.

Latest News & Resources

Some of the companies already benefiting from our ORDER & SALES MANAGEMENT SOLUTIONS

Acosta-Grey
Compass-Food-Sales-Grey
Core-Logo-Grey
Hatch-Logo-Grey

Let us DemoNstrate Our Value