Handshake Software

Makes writing orders or suggested orders quick and easy.

Makes writing my orders very quick and convenient; valuable organized history of customers' orders, as well as a professional looking format for order confirmations or suggested orders.

Pros

Visual format, makes order easily readable by customer. Quick and easy to reference previous orders and info.

Cons

"Syncing data" sometimes goes on for minutes, sometimes I just have to take the order on my notes app and fill in handshake later when it's done syncing. Location services to auto-fill our orders' location would be nice. And integration with our promo pricing (pricescripting) so orders display actual current WS would be helpful, both for informing customers what their order total will be as well as confirming to me the promo pricing will be applied. Not sure if this last point is possible as it involves two separate programs (netsuite and handshake)

Save Time with Handshake

We provided our 65 sales reps with iPad back in 2010 and wanted to utilize it to it's full extent with apps that saved the sales reps time and saved us money. Handshake accomplished both of those. Back then- sales reps were handwriting order forms and faxing them to our customer service dept. Then we had 4 people in our home office manually entering those orders! That is so much wasted time on both sides and there was a lot of room for error. With Handshake- our sales reps can easily find the product, show the images to their account, and place the order within a few minutes. Then the order is sent directly into our system- no more manual data entry. Time saved by the sales rep- 1-2 hours each day, which means they could see an extra customer during the day (and make another sale!) or not have to work at night. Time saved by the home office 4-5 hours per day. Now 2 of those 4 people in our home office have been moved to other open positions in the department, saving us money that would have been spent hiring someone new. Overall the experience with Handshake has been exceptional. It's a great product, easy to use and very efficient. We now have over 200 sales reps internationally that have been using Handshake for almost 4 years and they love it!

Pros

Great customer service, very knowledgeable and courteous. They have a great team at Handshake- from the CEO to the Customer Support Specialists. There are no regrets with choosing Handshake for our sales rep ordering tool.

Cons

Just keep doing what you are doing Handshake!

This program makes order writing and submission easier than ever

Pros

Writing, confirming, and tracking Purchase orders is simple for factories, reps, and customers. Order writing can happen while walking on the sales floor with the buyer and looking directly at the current inventory on hand. Many Customers do not track their Purchase orders very well...so we are able to send them a copy instantly to their email....and they never "don't remember placing the order".
orders can be easily split for multiple ship dates.

Cons

information in the order history changes when products are discontinued. It makes finding replacement with current product offerings more difficult.

Have not written an order for over 3 years

For producing orders quickly and reliably there is no equivalent app for electronic devices. it is slick and easy to use for my sales team. I use it on my iPhone 6 plus as my preferred device for creating orders as the iPad is sometimes not on me so I can run everything from this device including upto date sales reports. If a customer rings I can do the order there and then while on handsfree. I have all there sales history and the sales can be confirmed, emailed to client and in the office within seconds of saying good bye to my client. It does not get any better than this for creating orders.

Pros

Not complicated
Can be used on iPhone or iPad
Very very quick and we have thousands of skus and each reps produces up to10 orders a day and we have had not a single issue in 3 years
Customer history is an invaluable sales tool
Customer support the best I've ever experienced considering we are in Australia and there in USA
Product matrix or variants

Cons

Not a single Con but Wishlist

Able to produce a customer credit easily
Customer history sorted there category in addition to the default date taken
A user field that can be used to sort and filter customers by a unique run code
A 4x2 grid or similar for showing product catalogue as we have to many products for the single item view

HS is a great order writing app. it has changed my life, my company's life & my sales reps lives

as i explained in all the other questions, handshake simplifies and speeds up order writing, order transmission, submitting possible orders to clients, the many reports help alot, and on and on. handshake is AN INDISPENSABLE PART OF MY BUSINESS. don't know how i got along with out it, and don't know how i could get along without it in the future. keep up the good work

Pros

handshake is easy to use, lots of options, speeds up the order writing & transmission process, great customer service

Cons

there are some features that i wish could be changed, and most eventually get changed, but not all
for example, i wish a product could be listed on more than one category

Happy handshaking

Great. We are able to service customers with technology that is advanced and feels cutting edge. Customers love the pictures and being to see you new items. We’re now starting to offer programs through handshake and I have also benefit from having an online website which is in past What is an underappreciated feature by chex.

Pros

We get hundreds of handshake orders every week from customers big and small.
The onboarding was fantastic and I enjoyed my weekly calls with their integration specialist.
The software was flexible and was able to adapt to our company needs.

Cons

The sync had unanticipated challenges and though improvements are being made created some issues for customers.

The development has been slow for custom features that are company specify.

Happy Handshaker

Working with the Handshake team to launch the app and online experience to our teams and customers was nearly flawless. Some programs can cause "pain and suffering" but I've never been frustrated with using the system. I think that's partly because the Handshake onboarding team taught me so well but also because the software is so easy to use.

Pros

Handshake has brought efficiencies to our sales and fulfillment process. We've also been able to use it to take our inventory, saving us hundreds of hours of manual work. Our branches are able to fulfill orders faster which makes our customers happier too! HSDO has helped our customers order more product from us and opened up time to have more meaningful conversations with our reps too.

Cons

This is quite minor but I wish there was a bit more I could do for our online, customer facing portal. But really, that's just a cherry on top.

I love that it is easy, simple, and quick!

Pros

What I like most about Handshake is that it is a simple set up process to enter customers and products and customer service is great! It also has Q & A section and tutorials available which is so helpful.

Cons

What I like least about the software is that it needs to be available on tablets also not just ipads/iphones. I would also like to be able to run reports from the desktop version instead of switching between the ipad and computer.

Happy Rep agency

I have been using Handshake for over 5 years and it’s helped me grow my business from one rep to 10. We sell products for 16 different manufactures and it’s has become my teams sales catalog. Can’t see doing outside sales any other way.

Pros

Simplicity of order entry for my reps in the field and the ease of updating multiple lines.

Cons

It not available for other platforms like android or windows. Price breaks do not add up when a product has multiple variants.

I have found the app easier to use than other apps in the past.

It saves me a lot of time in placing my orders and I like that it gives me a total for my order right away.

Pros

I like the ease of finding products by category and brands, I often skip ordering from another vendor because using handshake will save me time.

Cons

I don't like that when using the camera feature I have to press camera before every use, I would be happier if after each scan it would just automatically go to my camera.

Great for Trade Shows

Pros

I love that it includes images and sends the customer pictures of what they ordered. We have a Christmas-based business and sometimes our customers will buy something in February that they don't want shipped to them until October so being able to remind them with pictures of what they ordered is fabulous.

Cons

Does not track inventory levels. I would love to put my inventory numbers in before a trade show so that I don't oversell beyond what I have in stock.
It would also be great if we could invoice customers. We have a Christmas-based business and sometimes our customers will buy something in February that they don't want shipped to them until October so we often don't collect payment information from them at the time that they order. Then we have to call them before we ship their order to collect credit card information. I would love to be able to email them and invoice them directly from Handshake.

Handshake is what you need for POS

Extremely easy to use and effective software, outstanding responsive support. Highly recommend company and product.

Pros

Handshake makes inventory management, POS, product upload a breeze. Beyond, handling our POS, we often turn to handshake just to quickly access skus and product images as reference because of its ease of use. It also serves as our primary source for CSV organized exchange of product and price information. Highly recommended.

Cons

Would like to see it on Android as well as iOS.

Awesome going paperless

Day to day time saver

Pros

No more paperwork on dashboard I like I can get signature and email on the spot. I have my customer information entered and is easy to access.

Cons

When I go to it and times halfway through it takes me back to main screen and I have to remember where I was

As a non tech 68 year old I was apprehensive, now I can't imagine doing without it.

Pros

Simplifies the whole ordering process. Having a current inventory status info lowers Back orders.
ease of operation

Cons

Using the flagging operation is of the CIR is tedious. The result with a single order with both credits and order. these should be able to separate and compare numbers

My Favorite Business App

I'm an independent sales rep with multiple lines and have been using Handshake for over 3 years. This app never disappoints and has worked seamlessly on the road and at trade shows. I even use it when customers phone in an order, it is that easy and fast to use. And then with a couple clicks I can send it right on to my manufacturer and a copy to the customer. No more homework at the end of a long day! Set up is easy, and updating pricing and adding new product takes no time at all. The Handshake customer service team has been quick to answer my questions and they have an excellent understanding of what tools a rep needs to get the job done.

Pros

Handshake has made order writing fun, for me and my customer. I have multiple lines at my fingertips with images, pricing and product details. The search feature works quickly and with 15,000+ sku's that's important! I could go on but I think the five stars I gave in every category speaks for itself.

The perfect app for writing orders at trade shows!

We began using Handshake almost a year ago for the trade shows our company personally attends throughout the year. Prior to Handshake everything was very analog for us, we wrote down orders on carbon copy forms and our customers left our booth with a copy of their order that was completely illegible (the carbon copies were a mess). This also meant none of our show orders could be processed while we were still at the show, because everything had to wait until we got back from the week-long show with the copies in hand before our team could start processing them. With Handshake, we take orders on our iPad minis and as the customer leaves the booth a copy of the order is immediately emailed to them as well as our team back at the office. This allows the customer to have a clear and concise record (with pictures!) of what they ordered and it also allows our folks to process the order immediately as opposed to waiting several days. Handshake has helped in countless ways and really we could not be more happy with how much more efficient we became! The user interface is clean and easy to navigate which is certainly important when taking a customer's order as it eliminates room for error.

Pros

Usability, clean interface, speed, reporting options

Easy to use - really intuitive

Pros

Our sales reps range from 25 to 65, and all of them can handle using Handshake without problems! It's really simple to place an order, and follows a really intuitive path to getting the order in.

Cons

Sometimes there are disconnects with using the program - like their servers will be down or you can't sign in. But that happens rarely.

I use handshake to enter orders in my role in outside sales.

Pros

I love being able to enter orders in the field, so they are place din real time. The product images are right next to the description, making it very easy to review the orders with the customer.

Cons

I wish there was a way to integrate the items that are out of stock with this software, so we would not be able to place an item that is currently out of stock. Right now we have to make sure we are always aware of what is on the out of stock report, which our company sends as a daily email.

Saves hours of time on order entry.

Saving hours of order entry time and order taking time.

Pros

I like most about eliminating double entry of orders. It connects automatically into our accounting software. It's great to take the app as our catalog and skim through the products with a breeze. Being able to email the customer the copy of the order with the images is a great feature.

Cons

When syncing, it's hard to troubleshoot what could cause the error. The system doesn't tell us exactly what is causing the sync error. UPC numbers has input manually. It doesn't sync with the accounting software automatically. Also new items takes longer to setup due to manual UPC update.

Handshake is a Small Business’s Best Friend

Handshake really simplifies my order processing experience. Both at trade shows and in the studio, Handshake adds a level of professionalism in the appearance and clarity of the order and shipping-related documents we create. And the customer service team at Handshake is great to work with and very responsive to even our most trivial questions.

Pros

Handshake software is easy to use and makes order-taking and acknowledgement a snap - particularly in busy trade show environments. Product lists are easy to load and update. While I don’t use it yet, I’m excited at the prospect of using the invoicing function as well

Cons

It would be nice to be able to update the product list on my iPad as well as on my laptop