LilyPad Vortex is sales software that allows outside sales representatives and customers to log into an ordering portal to see product listings that are directly linked to Fishbowl. It offers similar functionality to SalesIn, another B2B solution that integrates with Fishbowl.
Benefits of Fishbowl's Integration with LilyPad Vortex
LilyPad Vortex was the first B2B sales software designed specifically to cater to Fishbowl users. It enables small and medium-sized B2B companies to give their customers and sales representatives access to a full suite of selling features.
Orders that get created in LilyPad Vortex are automatically sent to Fishbowl to generate corresponding sales orders and begin the order fulfillment process. This is ideal for salespeople in the field, at tradeshows, and on 3PL applications.
When a customer logs into the B2B portal, they will see product prices determined by Fishbowl’s pricing rules. They can also shop by category, and those categories reflect the Fishbowl Product Tree. Payments get processed in LilyPad Vortex and recorded in Fishbowl, which then sends that financial data to QuickBooks or any other accounting solution you’re integrated with.
LilyPad Vortex is unique among Fishbowl integrations because you will not find it in Fishbowl’s Plugin module. Instead, you will connect to Fishbowl Advanced or Fishbowl Drive from the B2B platform. LilyPad’s experts can walk you through the integration process.
It’s important to stay up to date with the latest version of Fishbowl Advanced to ensure that LilyPad Vortex is able to function properly. Fishbowl generally releases new desktop software versions every month, which users can download via the Fishbowl Client.
If you do that regularly, you shouldn’t have any disruptions to your connection between Fishbowl and LilyPad Vortex. If you’re on an older version, you should contact LilyPad before updating your Fishbowl software to make sure it won’t break the integration.
As a cloud-based inventory control solution, Fishbowl Drive automatically updates when a new version becomes available. Thus, you won’t have to do anything manually in those situations.
Fishbowl Integrates with LilyPad Vortex FAQs
No, LilyPad Vortex is owned by a partner that has served Fishbowl customers for many years. They handle all maintenance and support for their B2B portal, while Fishbowl handles the inventory management side that it draws information from. The integration between Fishbowl and LilyPad is handled by LilyPad, not Fishbowl.
LilyPad Vortex is a B2B sales portal that integrates with Fishbowl Advanced and Fishbowl Drive. You simply log into the portal on a Web browser to set up the integration, make certain products viewable to salespeople and customers, manage featured items, generate sales orders, and send sales orders to Fishbowl for fulfillment. LilyPad Vortex relies on Fishbowl to manage inventory and orders, while the B2B portal takes care of customer payments and order intake.
In addition to providing a B2B portal, LilyPad offers Fishbowl implementation, Fishbowl training, and Fishbowl inventory consulting. They are experts on Fishbowl software, and for years they have been helping hundreds of small and medium-sized businesses start using the software and familiarize themselves with advanced manufacturing, warehouse management, and mobile features that benefit their operations.
Yes. LilyPad offers specific training on Fishbowl and coaching to implement Fishbowl software. They also act as inventory consultants to answer questions about using Fishbowl software and help with other support issues. Fishbowl Support is an internal resource many Fishbowl users rely upon to meet their support needs, but LilyPad is an additional resource that is available.
Yes. SalesIn is another B2B solution that Fishbowl integrates with. SalesIn is owned by Fishbowl, and it works in similar ways to LilyPad Vortex. The key difference between these two solutions is that SalesIn offers an app and an Admin Dashboard to generate customer surveys, create appointments, set KPIs, and perform other complex tasks both online and offline.
