A technologically advanced SFA application for mobile sales representatives
Streamline and automate your key business processes to drive better results
The app allows you to easily schedule and register a meeting with a customer. The layout of the visit and its elements (e.g. surveys) are defined by the business administrator on the customer's side and adjusted to a specific client work model. Visits can be differentiated in terms of parameters such as customer categorization/segmentation and sales channels.
The app provides the user with the option of completing predefined surveys and tasks. Surveys and tasks can be used, for example, for merchandising purposes as well as competition & shelf price analysis.
Plus, the app allows sales representatives to easily execute and enforce all kinds of distribution and visibility standards during a visit at the point of sale.
POS material management allows employees to check the presence, order and plan the installment/un-installment of POS materials (or fixed assets) defined in the system.
The application allows sales representatives to keep a record of their business expenses. Registered costs are then passed on for approval to their managers.
The mobile application also contains various predefined reports available for sales representatives and their managers. These include sales reports (by assortment, client, and wholesalers), marketing reports (related to surveys and tasks), route and visit completions, and sales/quality target completions.