BirdDog Customer Service

Web-based order entry software for manufacturers and distributors.

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BirdDog Customer Service module is a web-based order entry solution designed for manufacturers and distributors, offering seamless integration with various ERP systems. This integration enables Customer Service Representatives (CSRs) to enter orders directly into the ERP from a web platform, ensuring real-time synchronization of customer data, inventory levels, and order information.

Bring together all information related to the customer - open orders, invoice history, and account details), along with all of the information required for a customer service rep(CSR) to sell the product - Product information, Available To Promise(ATP), freight cost, sales tax (tax codes/schedules or Avalara AvaTax), and credit card authorizations.


BirdDog Customer Service Benefits:
  • Customer and Inventory Information at your CSRs' Fingertips: Seemless ERP integration provides CSRs with immediate access to critical information such as stock availability, backorder status, and customer account details. This real-time data access allows for efficient order processing, accurate freight quoting, and prompt credit card authorizations, enhancing overall customer service efficiency.
  • Upsell Suggestions and Customer History: Additionally, the system supports features like upselling and cross-selling suggestions based on initial purchase items, tailored page configurations to match specific business processes, and online access to customer quotes, orders, and invoice history. These capabilities contribute to a more personalized and responsive customer service experience.
  • Near Real Time ERP Integration: BirdDog Customer Service integrates seamlessly with a wide range of ERP systems, including Macola, M1, Sage 100, QuickBooks, Epicor Kinetic, Spire, Acumatica, and Infor Syteline. This broad compatibility allows businesses to fully utilize the capabilities of BirdDog Customer Service, no matter which ERP platform they use.
BirdDog Customer Service Key Features:
  • Order Entry on a web platform
  • Streamlined order entry process/add customers on the fly
  • Customer information for your employees to serve your customers quickly and efficiently
  • Integrated shipping quotes and credit card processing
  • ERP integrated Inventory level information (in stock/on backorder) at your CSRs fingertips
  • Tailor pages to your business processes
  • Online access to customer quotes, orders, and invoice history
  • Auto-prompt upsell and cross-sell based on the initial purchase item, all in an easy-to-use layout

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Learn More About BirdDog ERP Integration

BirdDog Customer Service Dashboard

BirdDog Customer Service allows your employees to provide:

  • Order Entry
  • Customer Quotes
  • Upsell and Cross Sell Suggestions
  • Accurate Real-Time Freight Quotes
  • Credit Card Payments
  • Real-Time Credit Card Authorizations
  • Existing Order Search or Audits
  • Emailed Invoices, Orders or Quotes
  • Credit Memos
  • Duplicate Orders from Order History
  • Real-Time Account Balance Checks
  • Customer Information Updates

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