Running a successful manufacturer’s rep firm today is more complex than ever. You’re expected to manage hundreds of quotes, track orders across multiple manufacturers, ensure commissions are accurate, and somehow make sense of it all with clear reports. But when your processes are stuck in spreadsheets and disconnected systems, it becomes a grind—one that costs you time, opportunities, and profit.
Rep Order Management (ROM) changes that. Our integrated software platform is purpose-built for manufacturers’ reps. From quoting and bid management to order tracking, commissions, and reporting, ROM gives you a single system that simplifies your day-to-day and helps you focus on what matters—growing your business.
- 1. Streamline Quoting and Bid Management with AccuQuote
- 2. Automate Order and Commission Tracking with AccuTrack
- 3. Gain Real-Time Sales Analytics and Reporting with AccuInsights
- 4. Save Hours on Specification Reviews with AreYouSpecified
- 5. Simplify System Integrations with AccuConnect
- Why Manufacturer Reps Trust ROM to Increase Productivity and Profits
- Frequently Asked Questions
In this guide, we’ll break down five proven ways ROM delivers immediate productivity gains and measurable profit increases right out of the gate.
1. Streamline Quoting and Bid Management with AccuQuote
Faster Quotes. Fewer Errors. More Wins
Your quoting process sets the tone for the entire sales cycle. But if you’re managing quotes with spreadsheets, emails, and paper files, you’re risking delays, errors, and missed opportunities.
AccuQuote simplifies the entire process by centralizing and automating quoting and bid management—all from one easy-to-use dashboard.
- Drag-and-drop quote builder makes creating custom quotes fast and intuitive.
- Custom templates ensure brand consistency and accuracy across every proposal.
- Bid Calendar integration keeps every open bid organized and on schedule—no more missed submission deadlines.
- Automated quoting software can reduce the time required to create quotes by 32–55%, depending on the complexity of the quote, enabling them to focus on winning more deals.
- Quoting software can minimize pricing and calculation errors by up to 90% through automation.
- Clients report higher profitability per order thanks to fewer pricing errors and costly revisions.
- Significantly reduces missed bid deadlines, improving overall bid success rates.
2. Automate Order and Commission Tracking with AccuTrack
Full Visibility into Orders and Commissions—Without the Busywork
Once a quote is won, keeping track of orders and commissions is often a manual, time-consuming task. Chasing down ship dates, verifying deliveries, and manually calculating commissions slows you down and leads to mistakes.
AccuTrack takes the heavy lifting off your plate by giving you real-time visibility into every stage of your order and commission processes:
- Centralized order data with real-time status updates across all manufacturers.
- Automated shipment tracking, including expected ship dates and delivery confirmations.
- Line-item commission tracking, ensuring your team is paid accurately and on time.
- Automated tracking eliminates the need for employees to manually check and update order statuses, potentially saving hours of work daily for each member of your team.
- Eliminates manual errors in commission calculations
- Reduces time spent on commission calculations by over 80%
- Motivates sales teams with transparent, real-time access to their commissions.
3. Gain Real-Time Sales Analytics and Reporting with AccuInsights
Actionable Data at Your Fingertips—When You Need It
Manual reports are slow, incomplete, and often out of date by the time they’re finished. But with AccuInsights, ROM gives leadership teams immediate access to real-time dashboards and reports—no spreadsheets required.
- Customizable dashboards track KPIs like sales volumes, quote conversion rates, and profitability.
- Pre-built reports help identify trends, gaps, and opportunities faster.
- Data-driven decision-making backed by accurate, always-current data.
- Clients cut report compilation time by approximately 68%
- Enhances pipeline visibility, allowing sales teams to better understand deal progression
- Leadership teams make faster, smarter decisions based on real-time data, not guesswork.
- Identify high-potential accounts and underperforming areas at a glance.
4. Save Hours on Specification Reviews with AreYouSpecified
Stop Wasting Time on Specs That Don’t Lead to Wins
For many rep firms, reviewing specification documents is a slow, manual process that eats up valuable hours. AreYouSpecified (AYS) automates this process, scanning documents in seconds and flagging exactly where your products are specified or if you’ve been listed as an alternate.
- Fast spec reviews help you focus on winnable opportunities.
- Clear insights into where your products stand in the spec chain.
- Streamlined submittals keep your team efficient and competitive.
- Clients generally reduce processing time by 70% or more over manual spec reviews.
- AYS reads at an incredible 15 pages per second
- Teams respond to bids faster, gaining an edge over slower competitors.
- Uncovers missed specification placements, giving your team a chance to re-engage
5. Simplify System Integrations with AccuConnect
Connect Your Sales and Financial Tools, Without Double Entry
Rekeying data into your accounting, inventory, and CRM systems wastes time and increases the risk of errors. AccuConnect eliminates double entry by seamlessly integrating ROM with the tools you already use.
- Integration with Financial Tools like QuickBooks, Sage, and NetSuite
- Syncing of quotes, orders, invoices, and commissions.
- ROM’s open REST API offers a comprehensive suite of CRUD endpoints
- Automated Financial processes improve overall efficiency by 20%.
- Reduces manual data entry by an average of 10-15 hours per month.
- Provides accurate, up-to-date financial data for better forecasting.
- It frees your team to focus on selling instead of admin work.
Why Manufacturer Reps Trust ROM to Increase Productivity and Profits
ROM isn’t generic CRM or ERP software. We’re purpose-built for the specific workflows and challenges faced by manufacturer rep firms. Every feature we’ve designed helps you streamline operations, reduce busywork, and boost profits without adding complexity.
What Sets ROM Apart?
Ready to Get Started? Let’s Build Your Success Story
We’re not another CRM. We’re not an ERP bolt-on. We’re the software your rep firm was waiting for.
- Schedule a Personalized Demo – See how ROM works with your team’s specific workflows.
- Talk to Our Experts – Find out how we can help you simplify your operations and boost profitability.
- Get Up and Running in Weeks, Not Months – Zero implementation fees. No hidden costs. Just results.
Let’s take the manual work off your team’s plate starting today.