Mobile Sales Force

Sales Force Management

A technologically advanced SFA application
for mobile sales representatives

Streamline and automate your key business
processes to drive better results


What is Comarch Mobile Sales Force?

Comarch Mobile Sales Force application provides sales representatives with a dedicated set of tools designed to help them with their everyday tasks such as scheduling and preparing sales visits, carrying out in-store sales processes, creating detailed work plans, reporting visits/calls, and many more.

Available for iOS and Android, it is a technologically advanced, ready-to-use platform that gives sales reps instant access to their customers' data - and one that allows them to better understand their clients' needs.

No matter your sales channel or industry - Traditional Trade, Modern Trade, HoReCa, Pharmaceutical, Construction, or any other - Comarch Sales Force application can improve your sales effectiveness. You can count on that. 

Improved sales effectiveness

Full support in sales processes and offerings • Automatic sales representative work reports • Full control and management of POS materials & fixed assets • Reduced administrative work of sales representatives

Intuitive & practical tools

Predefined call scenarios • Direct contact with a superior • Work plan management (calendar and route management) • fleet management

Instant access to full customer data

History of cooperation • Sales analytics • Dedicated offers • Orders & receivables • Questionnaires

Key features of Comarch Mobile Sales Force Application

  1. 02 Knowledge Base, Customer Card and Product Card
  2. 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.
  3. 01 Calendar, Scheduling, and Registration of Visits
  4. The app allows you to easily schedule and register a meeting with a customer. The layout of the visit and its elements are defined by the business administrator on the client'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.

  5. 03 Surveys, Tasks, Merchandising
  6. 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.

  7. 04 POS Materials, Fixed Assets, Costs
  8. 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 representatives to keep a record of their business expenses. Registered costs are then passed on for approval to their managers.

  9. 06 Orders, Receivables, and Promotions
  10. ORDERS
    The possibility of preparing and registering orders during a customer visit. During their submission, the representative has mobile access to the inventory of available products and prices updated in real-time (during the synchronization process) as well as customer terms of trade.

    RECEIVABLES
    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.

    PROMOTIONS
    During a visit to the client, the application notifies representatives about current promotions. Representatives may register promotional orders and benefits connected with them.
  11. 05 Data Reporting
  12. The mobile application also contains various predefined reports available for any sales representative. Those include sales reports (by assortment, client, and wholesalers), marketing reports (related to surveys and tasks), route completions, and sales/quality target completions.

  13. 08 Coaching, Messages, Targets, Absences
  14. 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 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.
  15. 09 Notifications
  16. 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).

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 are defined by the business administrator on the client'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 representatives to keep a record of their business expenses. Registered costs are then passed on for approval to their managers.

Orders, Receivables, and Promotions

ORDERS
The possibility of preparing and registering orders during a customer visit. During their submission, the representative has mobile access to the inventory of available products and prices updated in real-time (during the synchronization process) as well as customer terms of trade.

RECEIVABLES
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.

PROMOTIONS
During a visit to the client, the application notifies representatives about current promotions. Representatives may register promotional orders and benefits connected with them.

Data Reporting

The mobile application also contains various predefined reports available for any sales representative. Those include sales reports (by assortment, client, and wholesalers), marketing reports (related to surveys and tasks), route 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 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.

Notifications

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).

Services

HELP DESK

Comarch Helpdesk is the 1st line of support for Comarch SFA system users. Comarch consultants provide telephone support available in 6 languages (EN, DE, PL, UA, RU, FR) - 5 days a week, 8 hours a day.

TECHNICAL SUPPORT

Comarch 2nd line of support provides email support (ticketing system) regarding the installation, configuration and bug fixing.

MOBILE DEVICE SERVICE

Comarch provides additional mobile device services in order to ensure uninterrupted work for all mobile users.

TRAINING

Comarch provides system users with professional training sessions carried out by a professional team of consultants from our Training Center.

HOSTING

Comarch Hosting provides a complete IT environment for applications located in one of the Comarch Data Center locations. Secure infrastructure and managed services guarantee high efficiency of one's business applications.

MOBILE DEVICE SALES

Comarch works with leading hardware suppliers, including mobile device manufacturers like Apple and Samsung.

DATA NORMALIZATION AND HARMONIZATION

As part of the implementation of the Online Distribution module, Comarch offers one-time or cyclical normalization and harmonization services for data collected from distributors / wholesale outlets.

DATA QUALITY VERIFICATION

As part of the implementation of the Online Distribution module, the cyclical verification of data, collected from distributors/wholesale outlets, is performed by comparing electronic data with hard-copy versions (reports, and lists generated by distributors).

GEOCOORDINATES FOR EACH POINT OF SALE

As part of the Geomarketing module, as an option, we provide the service of geocoordinate assignments to each point of sale.

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