Field sales channel productivity tool

Solution purpose:
A sales representative tool designed to increase efficiency and accelerate every aspect of the field sales process.

Platform features:
Considering the fact that field sales have a significant influence on overall sales success, it is important that salesmen perform maximum efficiency on out-of-office tasks.

Our solution is meant to cover every aspect of field sales, improve planning, increase productivity, automate the execution of orders, and help the back-office monitor the outward performance of sales representatives.

  • 1. Productivity mobile app - Empower your field reps to sell more, smarter, and faster.
  • 2. Communication - Instantly synchronize operational data between back-office and field representatives.
  • 3. Operations - Once approved, sales orders can be automatically integrated into your back-end system to ensure timely order fulfilment.
Field sales channel productivity tool

Key features

Communication and operational data

Customer relationship history and data enrichment – Provide      your sales representatives with valuable insights into     performance and customer needs, including top-selling products, related cross-sell and up-sell offers and sales trends. As a          result, they will be able to maximize the size of each order, by making purchase suggestions based on customer preferences and currently available offers.

Cash-flow and Debt information – Keep your sales reps fully informed prior to their next customer interaction by providing them with instant access to payment history and debt status.

Complete product information and stock levels – Be able to react and respond immediately to any customer questions and requests, due to always having at hand detailed information pages with up-to-date product data and inventory levels.

Price lists – When selling on the go, easily differentiate the appropriate price list according to each region, customer, and discount rate.

Active orders – Easily monitor the sales process from order taking to customer invoicing and fulfillment.

Sales representatives productivity

Route planning – Plan trips and adapt daily routes to drop-in visits and appointments.

Recurring visits and reporting – Ensure the systematic execution of recurring visits and receive instant reporting.

Orders – Enable your field sales reps to easily place orders with a reduced error rate, using an integrated B2C-like shopping cart.

Promotions and Discounts – Highlight offers to promote specific products through upselling and cross-selling campaigns.

Task lists – Never miss a follow-up due to task automation.

KPI – Evaluate the success of your company in reaching its field sales targets.

Back-office workflow operations

Order Processing – Synchronize field orders immediately with the back-office order processing platform for approval, timely processing, and delivery.

Instant field sales reports – Reduce or even eliminate off-hours reporting.

Workflow – Set tasks and track their execution in order to ensure that all sales reps follow the predefined workflow and sales priorities.

Our Solution’s main benefits:

100% Customizable
Syncs with you existing
software environment
Scalable features at your request
Works offline
On-site Deployment
(no subscription fees)

Integration approach:

1. Cost-free Analysis

Define specific business goals in your company's operations

2. Customization

We make sure that our product is fully adapted to the existing workflow and is ready to meet your expectations

3. Integration

Sync with your existing software environment

4. Training

To get the most out of our solution, we provide face-to-face training with your staff and management teams

Let's talk more about your business needs