Knowledge Base, Customer Card and Product Card
The "Knowledge Base" feature provides instant access to one's sales and promotional materials.
A customer card allows users to review and update customer data. It also provides access to the history of cooperation with a given customer.
A product card, on the other hand, gives access to key information about products, logistics data, price lists, and product photos.
Calendar, Scheduling, and Registration of Visits
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.
Surveys, Tasks, Merchandising
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 Materials, Fixed Assets, Costs
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.
Orders, Receivables, and Promotions
The possibility of preparing and registering orders during a customer visit. During their submission, the sales representative can have mobile access to the inventory of available products (when SFA is integrated with Comarch Online Distribution) and prices updated in real-time (during the synchronization process) as well as customer terms of trade.
This functionality gives users the control over customer credit limit (Users can review overdue client invoices during a customer call/visit). Unpaid invoices can be settled directly in the mobile application and send their status to a financial-accounting system.
During a visit to the client, the application notifies sales representatives about current promotions. Representatives may register promotional orders and benefits connected with them.
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.
Coaching, Messages, Targets, Absences
As a manager and supervisor, you are in control of all of the activities of sales representatives and the tasks assigned to them. The module allows you to evaluate your representatives' work, monitor their progress, and check the status of their current operations. You can also audit employee visits.
The app enables constant two-way communication between employees and managers thanks to its text messages functionality. Not to mention that it allows supervisors to assign both sales and quality targets to their representatives. All operations can be monitored via a mobile device in almost real-time.
The "absences" functionality, on the other hand, enables the registration of short- and long-term absences. Any absence notification is forwarded to an upper-level manager for further acceptance.
The app can notify the user about important events using the notification bar. It can, for example, inform them about new messages, any missing odometer information, or the GPS receiver being turned off in a device (when required).