🚀 SellifyCRM is now SellifyHQ. Read about our platform expansion.

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  • Features

    B2B Features
    • Optimized Wholesale Buyer Portal

    • Order Management Integrations

    • Order & Inventory Sync

    • Custom Price Lists

    • Net Terms

    • Multi-user Buyer Logins

    • Quick Reorders

    • Loyalty Programs

    See All B2B Features
    CRM Features
    • Stock Aware CRM with Realtime Order & Inventory Sync

    • Easy Quote & Order Entry

    • Activity Tracking

    • Manage Tasks & Followups

    • Sales Team Management

    • Account Health Dashboard

    • Smart Re-Order Notifications

    • Commission Reporting

    • Sales Pipelines

    • Email Inbox Sync

    See All CRM Features
  • Services

    Sellify Launchpad Done for You B2B CRM Setup
    Sellify Launchpad
    • Your fast-track, done-for-you setup for a sales-ready wholesale operation.

    • We handle the entire B2B + CRM setup platform integration, account imports, pipelines, email templates, store locator, pricing, permissions, and your branded B2B experience—so you can log in and start selling immediately.

    • Includes expert onboarding and sales coaching to give your team structure, automation, and momentum from day one.

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    Custom CRM Development for Wholesale Brands Sellify
    Sellify Custom
    • A tailored CRM experience built around your brand.

    • Sellify delivers powerful functionality out of the box and can be refined to match your exact workflows. From unique sales processes to specialized internal operations, our team creates custom enhancements that elevate efficiency, remove friction, and integrate seamlessly with your ecosystem — without the complexity or cost of enterprise platforms.

    Learn More
    Expert Led Sales Training for Wholesale Teams Sellify
    Sellify Sales Academy
    • Expert-led training to build a high-performing wholesale sales team.

    • Give your managers and reps the structure, skills, and confidence they need to sell effectively. Led by senior sales leaders with 20+ years of experience, our training programs teach proven processes for prospecting, reorders, pipeline management, and using SellifyCRM with purpose—helping your team perform at a higher level from day one.

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    National Sales Reps and Sales Leadership Sellify
    Sellify Sales
    • Scale your wholesale business with a fully managed sales team—national reps, account servicing, and fractional sales leadership included.

    • We pair you with reps who know your category, strengthen your existing accounts, and open new doors while giving you full visibility into activity and pipelines. Backed by veteran sales managers who build the processes, strategy, and momentum your brand needs to grow.

    Learn More
  • Integrations

    Cin7 Core
    Cin7 Core Integration Sellify CRM and B2B
    • Seamless CRM & B2B Operations

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    Shopify
    Shopify Integration Sellify CRM and B2B
    • Seamless CRM & B2B Operations

    Learn More
    Klaviyo
    Klaviyo Integration Sellify CRM
    • Smarter Marketing For Wholesale

    Learn More
    Gmail
    Gmail Integration Sellify CRM
    • Unified Communication in Your CRM

    Learn More
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From Booth Visit to Signed Order in Under 5 Minutes

From Booth Visit to Signed Order in Under 5 Minutes

Trade shows create valuable opportunities to meet buyers, demonstrate products, and start new business relationships. But too often, the sales process stops before the order is complete.

A buyer visits the booth, reviews the products, and expresses interest. The sales representative takes notes or fills out a handwritten order form, promising to prepare a formal quote after the show.

Then the buyer leaves.

After the event, the sales team must decipher notes, rebuild the order, create the customer’s account, prepare the quote, and attempt to reconnect with the buyer. Meanwhile, the excitement and urgency created during the booth conversation begin to disappear.

Sellify Trade Show is designed to eliminate that delay.

With Sellify, sales teams can present products, build an order, create the customer’s account, and submit the completed order while the buyer is still standing in the booth, all in under five minutes.

Close the Order While the Buyer Is Still in Your Booth

The best time to complete a trade-show order is when the buyer is engaged, the products are in front of them, and their questions can be answered immediately.

Waiting until after the show introduces unnecessary friction. Buyers return to busy schedules, priorities change, and quotes that seemed urgent during the event can quickly become another email in a crowded inbox.

Using an iPad, the salesperson can present products and quietly add the items that interest the buyer to the cart as they review the line together. By the end of the presentation, the order has already been built without interrupting the conversation.

The salesperson can then show the buyer the completed order, including pricing that reflects any applicable trade-show promotion. This gives the buyer an opportunity to review and approve the final price while still at the show.

If the buyer approves, completing the process requires a simple three-minute form. Once submitted, the customer’s account is automatically created, the order is entered, and the new account is added to the dealer locator—all before the buyer leaves the booth.

A Faster, More Professional Ordering Experience

Sellify gives trade-show sales teams one easy-to-use platform for managing the entire booth-side ordering process.

Present a Visual Product Catalog

Sales representatives can show buyers a professional digital catalog containing product images, available variations, pricing, and other important information.

Search tools and filters help the salesperson find the right products quickly, without flipping through printed catalogs or searching through spreadsheets.

Build Orders Quietly as Products Are Presented

As the salesperson presents the line, products that interest the buyer can be added directly to the cart. The order takes shape naturally in the background without requiring the salesperson to stop the presentation or make the buyer wait.

Sellify also includes fast ordering tools designed to reduce the time required to create an order. Features such as Pre-Packs allow representatives to add commonly purchased product combinations without manually entering every individual item.

Review Final Pricing at the Show

Once the product presentation is complete, the salesperson can show the buyer a finished order with accurate pricing, including any applicable trade-show deal.

The buyer can review the complete order, ask questions, make adjustments, and approve the final price while the salesperson is still available to help.

This removes the uncertainty of waiting for a quote after the event.

Create the Customer’s Account

If the buyer approves the order, the account can be created through a simple three-minute form.

There is no separate paper application to process and no need for the back-office team to recreate the account after the show. The customer’s information is collected once and entered directly into the appropriate workflow.

Submit the Completed Order

Once the form is completed, the account is automatically created and the order is submitted.

The new account can also be added automatically to the company’s dealer locator, making the dealer visible to customers without requiring another manual update.

By the time the buyer leaves the booth, the account is active and the order is in the system.

Reduce Post-Show Administrative Work

Trade shows should generate new business—not weeks of data entry.

Without an integrated ordering process, sales and back-office teams can spend days rebuilding handwritten orders, creating customer accounts, entering information into multiple systems, and following up on quotes that were never finalized.

Sellify completes these tasks as part of the original sales process.

That means:

  • No rebuilding orders after the show
  • No deciphering handwritten order forms
  • No duplicate customer data entry
  • Less account-creation work for the back-office team
  • No delay in adding new dealers to the dealer locator
  • Fewer unfinished quotes waiting for follow-up

The result is a cleaner handoff between sales and operations, with fewer opportunities for missing information or entry errors.

Respect the Buyer’s Time

Trade-show buyers often have full schedules and many booths to visit. They do not want to wait while a salesperson fills out a lengthy paper form, and they may not want to begin another purchasing process after returning home.

A fast ordering experience respects their time.

Sellify gives buyers the information they need, answers their questions while the products are in front of them, and allows them to leave the booth knowing that their order and account are complete.

That creates a better experience for the buyer and a more professional impression of the brand.

Leave the Show With Orders, Not Just Leads

Lead generation will always be an important part of trade shows, but an interested buyer should not automatically become a follow-up task.

When the buyer is ready to purchase, the sales team should have the tools to complete the transaction immediately.

Sellify Trade Show helps teams leave the event with submitted orders and active customer accounts instead of a stack of leads that still need to be converted.

From booth visit to signed order in under five minutes.

That’s the advantage of Sellify Trade Show.

Improve Your Next Trade Show

If your team is still relying on handwritten order forms, spreadsheets, or post-show quotes, Sellify can help you create a faster and more efficient trade-show sales process.

Give buyers a professional ordering experience, reduce administrative work, and close the order while the customer is still in your booth.

Try Sellify free for 30 days and see how quickly your team can turn trade-show conversations into completed orders. https://sellifyhq.com/crm


Greg Sarkin is the founder of Sellify and President of Abaco Polarized. After growing Abaco Polarized from a local event tent to more than 500 retail locations, he built Sellify to help wholesale brands improve communication, account management, and growth.

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