Customer management & the sales rep experience
A live walkthrough of how your team manages accounts, builds orders in the field, onboards new customers, and keeps everything synced with your ERP — all inside OrderEase
What we'll cover
- How the customer list works as a lightweight sales CRM — pulled directly from your ERP
- Territory and rep assignments, including multi-region access for sales managers
- Filtering accounts by last order date to build a daily call list in seconds
- Building and submitting orders from the field or a trade show floor
- Adding new customers on the spot and pushing their profile and first order to your ERP automatically
- Managing pricing groups, seasonal promos, and trade show pricing with auto-expiry
- Capturing leads, adding notes, and converting them to active customers when ready
Who should attend
Field sales reps, inside sales teams, sales managers, and anyone who manages customer accounts or handles phone orders.
Why Our Customers Love OrderEase
“We Didn’t Need to Hire. We Just Needed OrderEase.”
Manual order processes weren’t just slowing our customers down but they were holding them back. Every miskeyed invoice, every missed PO, every integration that needed “just one more IT fix” was costing time, talent, and trust.
OrderEase changed that. It’s not another platform to manage — it’s the system that runs your systems. One pipeline. All your orders. Zero chaos.
OrderEase helped us avoid hiring 2 more employees and opened the door to new business. Without it, we would’ve had to walk away.
“We Went Live in Days — Not Months.”
Most platforms promise speed. Then drown you in timelines, consultants, and surprise complexity.
OrderEase is different. We come with pre-mapped connections, a team that knows your industry, and workflows that work out of the box. No waiting on IT. No red tape. Just fast results from day one.
OrderEase has allowed our small sales force to efficiently take orders, confirm details with our customers and get the product out the door for shipment quickly. The time it takes to process an order internally has decreased tremendously, allowing us to do more with less.
“OrderEase Took 10 Steps and Turned Them Into One.”
Before OrderEase, teams were bouncing between inboxes, spreadsheets, portals, and ERPs — just to process a single order.
Now? Orders flow in, sync up, and go out. What used to take hours takes minutes. What used to require multiple people now happens automatically. It’s not just efficiency. It’s clarity, calm, and control.
Say goodbye to copy-pasting between systems—everything updates automatically.
“It Felt Like We Had an Extra Teammate.”
With OrderEase, support isn’t a ticket number. It’s a name, a face, and a direct line to someone who knows your business.
From setup to scale, our specialists are there to guide you, fix issues before they happen, and make sure you never feel stuck, slowed down, or left in the dark.
Plus, whenever we've encountered any issues, the support team has been incredibly responsive and helpful!
Real Results, Real Impact
OrderEase for B2B Sellers
Keep order intake, validation, and ERP sync moving smoothly so your team spends less time correcting issues and more time shipping.




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