Transform Sales Efficiency with Dragonfly

Manage leads, quotes, bids, & product information.

Empower your sales team with a secure platform to manage product information, price lists, customer records, and sales resources.

Why Dragonfly Software for Manufacturer Representatives?

We at PhaseAlpha have been developing solutions for manufacturer representatives and distributors for years and know your pain.  There is no good software available that works the way reps do which requires reps to use home-made spreadsheets and databases that aren’t online and multi-user.

Dragonfly is used by manufacturer rep companies as their CRM, bid board, track manufacturer information, projects, POs, Invoices, and any other documents. It allows sales, accounting, managers, and technicians to quickly look up information no matter in the office, home, jobsite or on the go.

Centralized Product and Client Data
Quickly access and share product details, projects, customer histories, quotes, orders, and sales agreements to accelerate the sales cycle.
Seamless Collaboration

Enable real-time document sharing with contractors, designers, and manufacturers making information accessible and easy to share.

Enhanced Sales Team Efficiency
Save time with automated workflows, quick file retrieval, task management, and easy file sharing options.

Key Features Tailored for Sales Success

Dragonfly Software Key Features Tailored for Manufacturers Representatives' Sales Success
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Manufacturer representatives sales software metrics

Centralized Your Data in the Database You’ve Always Needed

  • Find company customer, manufacturer, specifiers and other contacts in Dragonfly’s cloud-based, customizable database.
  • Track projects, bid boards, quotes due, orders, shipping dates, warranties and any other data your company needs to track.
  • Create and delegate tasks to others on your team and let Dragonfly remind them so things get done.

Centralized Sales Document Storage

  • Keep product catalogs, pricing sheets, client contracts, and sales reports in one organized, secure location.
  • Organize documents by customers, projects, manufacturers, or any other work type.

Quick  Access & Permissions

  • Control document access with permissions, allowing tailored access to sensitive information based on client relationships.

Sales Workflow Automation

  • Automate document sharing, contract approvals, and reminders to reduce administrative tasks and keep deals moving forward.
  • Use Templates to automatically copy master spreadsheets and Word document forms when starting a new quote.

Real-Time Document Sharing

  • Share product updates, catalogs, and quotes with clients and vendors in real time, with version control to ensure accuracy.

Mobile Access for On-the-Go Sales

  • Access and update documents from any device, ensuring sales reps are prepared for every client interaction.
  • Use the IOS or Android app for phone access to look up contacts, projects, tasks, and other information.

History Tracking

  • Central location to keep customers and project past quotes, orders, warranties, product information and any other related data.

How It Works

01
Set Up Your Database

Follow the wizard to select CRM, Project, Service and other data templates.  Customize fields when needed.  Import your customer and project data from spreadsheets into the Dragonfly’s database.

02
Upload or Import Sales Materials

Import your product sheets/links, past quotes/orders, and pricing documents into Dragonfly’s database.

03
Organize & Categorize

Use folders and categories to organize documents by manufacturer, product line, customer, and project.  Dragonfly uses document metadata to help do this automatically for you.

04
Securely Share & Manage Permissions

Share with team members or customers, with customizable permissions for different roles.

05
Automate Quote to Invoice Process

Use your standardized Excel and Word templates to quickly generate and save quotes, manufacturer orders, invoices, and warranties.  Save spreadsheets to Project, Quote, Customer data records with one click

06
Bid Board

Use Dragonfly as the sales bid board to track when bids are due and to whom.  Use the Gnatt View to automatically view bids by the due date

Add your co-workers as users and BAM! Everybody is instantly working off the same online database with instant access to templates and documents that get work done faster and more efficiently.

Integrate with Other Sales Tools

  • If you don’t have a CRM (or don’t like what you have like most rep firms), you can use Dragonfly as your CRM like other manufacturer representatives do.
  • However, if you already have (and like) your CRM, you can continue using your CRM and use Dragonfly to augment and enhance your workflows, document storage, and task management (custom integration services are required using Dragonfly’s open API).

Eliminate Chaos to Drive More Sales!

Why wait?  See how Dragonfly can organize the entire office and sales process.