Mobile application
Sales route planning (tourplan)
Plan of visiting customers and other business and non-business activities with the support of setting priority of attendance of particular premisses. Standard sales routes, use of maps and GPS for planning, route optimization and mobile sales force monitoring. Setting and supervision of working time and time of individual activities.
Activity scenario
This is the key feature differentiating our SFA solution from ordinary CRMs. It guides the user through realization of sales activity using pre-set steps corresponding to your specific needs - questionnaires, storecheck, listing, facing, discounts, tracking of secondary placements, work with POS material and equipment, information about invoices and receivables, history of issuing orders, compensations, multimedia presentations, work with goals and tasks etc.
Activity scenarios can differ with regard to a specific type of customer and sales role - sales activity, acquisition of a new customer, ASM control, merchandising, ambulant sale etc.
Orders and sales
Transfer orders recorded during a visit and its posting to distributors. The option of integrating the data on delivered amounts from distributors.
Direct orders - available storage amount, price calculations based on promo actions with various types of discounts.
Quick searching through large product catalogue. Engage the customer in creating order via an interactive product catalogue. Creating orders based on the customer’s purchasing history.
Working even without the internet connection
Our solution will enable you to work at full capacity even without being connected or via slow internet connection. No more problems while working in underground coffee houses and wine shops, or with presentations on poor signal.
The application transmits required data automatically after sales activity is finished or the users request. More synchronization scenarios designed for different connection types and speed.
Web portal
Reports
An in-depth review of completed activities, orders, surveys, actual routes and working time of your sales team, status od distribution, and key performance indicators. Your constant overview of the current market situation.
Important reports and surveys outcomes being distributed automatically via email.
Sales force management
Definition of sales and distribution goals, targeting and evaluation of research, administration of sales regions, customer segmentation and hierarchy - chains/networks, price lists, discount management and working with forecasts, field photo documentation, uploading multimedia presentations for purposes of expanding the customer perspective.
Improving the quality of information about your customers
Monitoring essential customers’ characteristics and keeping them fresh and complete. Easy data inputs and updates, including bulk operations. Data import and export in various formats.
Integration with economic and logistics systems such as SAP, Sun, Helios, JKR, Byznys, Money, Plantour etc.
