22 Apr Are Your Inside Sales Reps Leaving Money on the Table in Epicor Prophet 21?
Are Your Inside Sales Reps Leaving Money on the Table?
Epicor Prophet 21 offers far more than just basic order entry. In fact, when used to its full potential, it becomes a powerful sales enablement tool — especially for Inside Sales Reps (ISRs). Unfortunately, many teams underutilize P21’s built-in capabilities, missing easy wins that could improve revenue, service, and onboarding.
Here’s how to change that.
Tap into Prophet 21’s Baseline Functionality for Better Sales
If your ISRs aren’t using Previous Requests and Complimentary Items in the Order Entry screen, you might be missing:
- Easy upsell opportunities
- Faster onboarding for new reps
- Higher customer satisfaction
These are native Prophet 21 features — no custom development required. With the right configuration and training, they can significantly enhance every interaction your sales team has with customers.
1. Previous Requests: Empower Reps with Customer Context
The “Previous Requests” feature allows sales reps to view what customers have ordered in the past with just a click. This does more than save time:
- It reduces the guesswork for reorders
- Increases order accuracy
- Speeds up the conversation
- Reinforces trust with customers who expect a personalized experience
Especially helpful for onboarding new reps, this feature gives them a head start by eliminating the need to learn customer histories manually.
2. Complimentary Items: Drive Upsells Without the Pressure
“Complimentary Items” prompt reps to suggest add-ons at the time of order — like accessories, fittings, protective gear, warranties, or service plans. Think of it as smart, automated upselling without needing reps to memorize every cross-sell opportunity.
Benefits include:
- Increased average order value
- Improved margin with minimal effort
- Higher customer satisfaction (they leave with everything they need)
When used consistently, this feature turns a standard order entry screen into a consultative selling experience.
The Result? Faster Ramp-Up and Better Performance
Using these baseline features doesn’t just improve your sales metrics — it creates:
- Empowered new hires who contribute earlier in their onboarding
- Consistent customer service no matter who takes the call
- Smarter workflows with higher revenue per transaction
How Scaled Solutions Group Helps
At Scaled Solutions Group, we specialize in helping distributors fully leverage Prophet 21’s out-of-the-box capabilities. We configure, train, and empower your team to use the system the way it was meant to be used — to sell more and serve better.
If you’re onboarding new ISRs or looking to optimize your order entry process, now is the time to review what you’re really using in P21 — and what you might be missing.
Contact Scaled Solutions Group today! For more information, contact Scaled Solutions Group at (866) 957-8419 or info@scaledsolutionsgroup.com or visit www.Get-Scaled.com.
