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Back Office

The AppDirect Back Office provides all in one tools and customizable support for quoting, ordering, and managing your commissions.

Quotes

Whether you create your own quotes or need help from our experts, our pre-sales support, extensive catalog, and platform make it easy for you to sell more.

Pre-sales support

The support you need to create robust quotes

Improve proposals and increase strategic sales with the support of the industry's largest team of solution engineers, architects, and sales specialists.

  • Sell new technologies and expand your share of wallet without the need for extensive expertise

  • Elevate your role as a strategic advisor to your customers with guidance and support from experts who act as an extension of your sales and engineering team

  • Get the most favorable pricing and terms from hundreds of connectivity, cloud, and energy providers


Build quotes with support from:


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    Solution experts

    Get focused support and advice to create highly customizable end-to-end solutions that address your customers’ specific needs. Rely on our solutions engineers and architects for expertise in security, CCaaS, and cloud to recommend, build, and implement custom solutions.

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    Provider experts

    Let our team of Verizon, AT&T, Lumen, and cable experts navigate complex situations when you need more than just a quote from these providers.

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    RFP assistance

    We'll handle the task of creating RFPs for larger complex projects, so you can focus on sales and success. We work with your customers, gather requirements, prepare RFPs, manage stakeholders, source bids, and perform competitive analysis.

Catalog

Create quotes using the industry’s most diverse catalog

Simplify your sales discovery process and augment your revenue potential by creating compelling, strategic proposals for your customers. Whether you’re working on a simple or complex deal, you can build your quote easily with software, infrastructure, connectivity, and cloud solutions from the industry's largest and most diverse catalog.

Quotes Platform

Get quotes to your customers quickly and easily

Our platform helps you create quotes with ease, whether you do it yourself or with the help of our experts.

    • Prepare complete quotes in just a few clicks—Easily find and add products based on the service type, location, and specific provider.

    • Bundle in additional products to create a complete solution for your customer—Browse through the wide range of solutions on the AppDirect catalog.

    • Send a snapshot to your customer for approval using our streamlined quotes process—Customize quotes including only the details your customer requires to accelerate approvals.

    US Network

    "The AppDirect technology and team are a winning combination that spins our sales a lot faster now. Typically we get quotes back the same day from the team. From there we can quickly narrow down which provider is best for the customer and provide them answers fast, allowing us to close more deals. Having all these resources and a team we trust is refreshing."

    - Mark Venuto, Co-Founder
    Get the US Network case study.
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    Orders

    Simplify order management & tracking and ensure customers get the most value from their solutions.

    Order Management

    Track and manage all orders in one back office

    Access all order details–including products, order status, contract terms, and start and end dates–on our easy-to-use, streamlined platform. 

    Customize tracking and management options for your customer's orders, including:

    • Service levels

    • Scope of work

    • Cost analysis

    • Performance reporting

    Order Support

    Ensure your customers get the best value 

    Get products in the hands of your customers promptly and efficiently with our streamlined approach that lets you quickly navigate the ordering process.

    • Engage our team of provider specialists to work with specific providers to ensure faster order processing, manage discrepancies, and address other issues that may arise for both connectivity and cloud providers.

    • Deliver faster order processing and implementation for your customers

    NXTSYS

    “It’s incredible that we’ve actually grown our sales organization by 60 percent in the last year, and we have not added a single operational headcount. That speaks volumes about how the technology expertise and extra back office support translates to real revenue gains.”

    - Dave Wallace, President
    Get the NXTSYS case study.
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    Commissions

    Keep an eye on profits with proactive commission support, detailed performance insights, and consolidated statements.

    Commission support

    Accurate commissions. Every time. 

    Mitigate potential issues and receive prompt support from AppDirect commissions specialists, ensuring you get paid faster.

    • Get support from our commissions experts who can negotiate and resolve provider disputes on your behalf

    • Rely on the AppDirect revenue assurance team to ensure your commissions are paid quickly and accurately

    • View your monthly proactive commissions report containing a summary of identified issues in your Report Center, along with your commission statement.

    Performance Insights

    The data you need to stay one step ahead.

    Gain detailed performance insights from enriched data fields added to your monthly statement. 

    • Uncover key information on new accounts, lost accounts, and more

    • Identify issues with commissions and order resolution

    • View contract dates to determine when renewals are due

    • Analyze commissions trends

      Consolidated statements

      One billing and commission statement for everything you sell

      Enjoy the convenience of a combined commission and inquiries statement, ensuring you have the information you need to make informed decisions.

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        One bill, one statement

        Enjoy a simplified quoting and ordering process, with combined billing for cloud products and hardware devices, and a single commission statement.

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        Flexible payment options

        Efficiently manage your financial transactions with flexible payment options.

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        Real time updates

        Access your commissions and inquiries in one place for real-time updates on your sales performance.

      P2 Telecom

      “We offloaded commissions 100% so that freed up an employee. That employee is now working on other projects to help drive sales. I would attribute it to us having done close to $1,000,000 in software sales this year.”

      - Bill Patchett, Founder and CEO
      Get the P2 Telecom case study.
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