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.
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.
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.