Sales Force Automation

Features
Benefits

Order management

Comarch Mobile Sales Force Automation allows for the handling of sales order documents on a mobile device. With this functionality mobile salesmen, besides issuing sales documents, are able to collect orders while working in the field. Every order is synchronized to the ERP system where it can immediately be executed by another employee. Thanks to the electronic order filing system the company’s sales force is able to collect real-time information directly at a client’s premises.

Detailed information on customers

Comarch Mobile Sales Force Automation may be synchronized simultaneously with the central ERP system database. Therefore you have all the information characterizing clients and business partners in the mobile device, such as information regarding credit limits. During the registration of a new order, the system connects to the central database and checks the customer’s current credit limit, with the ability to block the order if the credit limit has been exceeded. If necessary, the sales staff can also check their customers' current payments or overdue debts, and receive other useful information, such as the number of collected loyalty points.

Insight into product and business data

Comarch Mobile Sales Force Automation provides you with immediate and detailed information on price lists (i.e. current, historical, and promotional), product names, product codes, product descriptions, etc. Accessing up-to-date data anytime and anywhere increases the comfort of work for sales personnel as well as the quality of services they provide to their customers.

Simple and fast preparation of reports

The mobile application provides various possibilities of creating and viewing reports. Therefore, salesmen can view sales-related reports directly on their mobile devices. These reports may concern things such as sales order value, intersected with items, customers, price lists, store sales areas and a lot more. Although the preparation of reports is easy and intuitive the tool allows you to execute even very complex analyses such as an ABC or margin analysis.

Full day closure

The system is equipped with mechanisms allowing for the full day closure of sales representative. It also allows for full resource in stock return. Thanks to this functionality, after the sales day ends, a sales representative can be easily cleared from all the items he has taken from the main warehouse at the end of the day through the quick generation of a single document. Using mechanisms that allow for the complete clearing of the till, Comarch ALTUM makes full day closure possible for every sales representative in the mobile system without the need to login to the core ERP system.

Printouts on hand

All the documents and other data in the application, such as customer or item card, can be easily printed on a mobile printer, which sales representatives can be equipped with. Thanks to this useful feature, documents such as sales orders, sales invoices, SORs or cash-in acceptances, can be instantly printed on the client’s premises without the necessity of sending the document via e-mail or traditional post.