Zoey FAQs

    • Who is Zoey best for - their role(s) within what kind of companies.

      Zoey is designed to work with various members of a B2B business - sales, marketing, customer service, fulfillment - for companies who are wholesalers, distributors, franchisers and brands, selling their products to other businesses.

    • How does Zoey benefit them?

      Zoey makes the entire order lifecycle simpler, from capturing quotes and orders via a self-service web-based order portal, an app-based salesperson-focused quote and order creation system, and a data management admin area for creating and managing customers, products, orders and more, as well as managing various business rules for ensuring an automated process.

    • How technical do users need to be to use Zoey's software?

      Zoey is designed to be understood without being tech-savvy - both for Zoey users within a business, and the customers buying from them.

    • What makes Zoey a leader in this space?

      Zoey puts B2B first, which means we aren't bolting B2B capabilities onto a platform designed for B2C use primarily. We are more fully featured than just about anyone else, at a price point that is below what enterprise software generally charges, Most importantly, we're continually expanding and evolving to offer bleeding-edge B2B technology as the space evolves and adapts.

    • Who are Zoey's biggest competitors (3-5 companies)?

      Our biggest competitors includes QuickBooks Commerce, Order Circle, and BigCommerce's B2B suite.

    • How/why is Zoey better than those competitors (or most others in their market)? What about Zoey is unique, stronger, easier, etc.?

      Zoey differs from BigCommerce's B2B suite by being B2B first and having all the core requirements built into the platform instead of using inflexible add-ons to a B2C system. Zoey places the order and the commerce at the Center of the universe, instead of being an add-on to accounting or inventory software like QuickBooks Commerce or Order Circle. In that way we have a much more fully featured set of tools to make capturing and managing B2B orders much more flexible and simple.

    • What kind of features can customers expect Zoey to release in the near future? And longer term?

      Zoey routinely adds major features to our toolkit each year. We are currently revamping our order management and processing capabilities to add new features such as invoicing and split payments. We are also in the process of developing an Android app to join our iOS app in empowering sales on the go.

    • Which popular or common software does Zoey integrate with?

      Zoey integrates into major ERP and CRM solutions such as Salesforce, Microsoft Dynamics, NetSuite and Sage 100. We also integrate with popular accounting software such as QuickBooks Online. We have an integration and app library which connects with dozens of popular and robust tools to ensure your business ecosystem can work with Zoey, and we have open APIs to further make data accessible and transportable both into and out of Zoey.

    • Software pricing can often be complex. If it's pretty straightforward, list tiers, pricing (per year, seat, etc) and limits for Zoey. If it's not simple, use broad estimates or ranges for typical setups.

      Zoey bases its pricing on a licensing model, based on how many users you expect to use. We do not charge transaction fees or any other metrics that penalize businesses as their transaction volume grows. Please contact us for more information on pricing.

    • Does Zoey offer a trial or free download available?

      Zoey can make a trial available after a demo is completed; due to the size of Zoey, it's generally recommended to chat with us first to get a running start as to what's available with the software. Zoey is Software-as-a-Service (SaaS) and as such is hosted for you in the cloud.

    • Does Zoey offer any kind of training/education for their product?

      Zoey offers a full onboarding process as part of any new customer journey, to ensure that we can help you prepare Zoey to fit your business needs, as well as getting ramped up on the basics to ensure your team is well prepared to use Zoey at launch. We do periodic webinars, maintain a robust documentation library with hundreds of documents including step by step walkthroughs and animated imagery, and our support team will offer one-off training scenarios when the need arises.

    • Describe the implementation process and timeline for Zoey software.

      No two businesses are the same, so timeline and process will depend on how many products, customers, etc. need to be set up, how much data from a previous solution needs to move over, and how quickly a business is able to move. Some of the simplest implementations have been online in a week or two once the process begins, while more complex ones can take 4-8 weeks.

    • What are the Zoey support options? List all.

      Zoey's tutorial library offers easy to find information, and we offer a ticketing system that guarantees one business day responses but the average over the past two years is one business hour or less.

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