Learn how Koi CBD enables its field sales team to place orders, take payments, and operate seamlessly in the field with the JigxFrontline Field Sales app connected to Acumatica.
Overview
Koi CBD is a fast-growing, nationwide CBD brand with field reps servicing retail locations across the U.S.
As the business grew, managing orders, payments, and customer data across multiple systems became increasingly difficult. Reps were capturing orders in one system while operations manually re-entered them in another.
To streamline field sales and ensure all data synced directly to a single source of truth in Acumatica, Koi CBD turned to the JigxFrontline Field Sales mobile app.
From Manual Orders to Real-Time Sales
Before using JigxFrontline, Koi CBD’s field reps used a separate mobile tool to capture orders, which then had to be manually entered into Acumatica.
This created delays, duplicate orders, and constant back-and-forth between systems.
The process was fragmented and difficult to scale.
With JigxFrontline, that process is now fully connected.
Field reps can walk into a store, place an order, apply discounts, and take payment, all from a single mobile app. Orders are automatically synced with Acumatica, eliminating manual entry and reducing errors.
Built for the Field (Online or Offline)
Field sales don’t always happen with reliable mobile connectivity.
With JigxFrontline, Koi CBD reps can continue working even with zero signal, placing orders and taking payments in real-time.
As soon as service is restored, everything syncs back to Acumatica automatically.
“If our reps are out in the field with zero connectivity, they can still complete an order just like they would with full connectivity. This is key for us.”
- Jesee Nachman, Director, IT, Koi CBD
Improving Visibility and Control
Connecting field sales directly to Acumatica has given Koi CBD better visibility into operations.
Inventory gaps and ordering issues are surfaced more clearly, allowing the team to continuously improve processes.
New controls, like visibly notifying reps in app when accounts are on credit holds, ensure orders cannot be placed for customers with outstanding balances, protecting Koi CBD from unnecessary risk.
Mission-Critical for Sales Operations
Jigx has become a core part of Koi CBD’s day-to-day operations.
When asked what losing access to Jigx would do to the business, Lynsey Lilyquist, Sales Operations and Receivables Coordinator said, “our outside sales would come to a full halt.”
With approximately seven field reps managing up to 50 accounts each, the ability to service their customers while capturing and processing orders in real-time is essential.
The Benefits of the JigxFrontline Field Sales Mobile App
- Field sales workflows are fully digitized and connected to Acumatica
- Manual processes and duplicate entries have been eliminated
- Reps can complete orders, process payments, and provide updates in one place
- Offline functionality ensures uninterrupted sales activity
- JigxFrontline integrates with Acumatica to provide a true single source of truth
Continuous Improvement
Koi CBD continues to evolve its mobile workflows, working closely with the Jigx team to refine the app and add new capabilities.
“Jigx has been a great way to implement processes for our sales team that connect directly to Acumatica without us having to think about it.”
- Jesee Nachman, Director, IT, Koi CBD
As the business grows, JigxFrontline remains a flexible foundation for scaling field sales operations.
If you’d like to learn more about how JigxFrontline can help your field sales team, contact us today.
