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 and CRM modules designed to help them with their everyday tasks such as preparing sales visits, carrying out in-store sales processes, creating detailed work plans, resolving customer complaints, submitting reports, etc.

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, Registration of Visits, and Customer Calls
  4. The app allows you to easily register a meeting with any customer. The layout of the visit and its elements are defined by the business administrator on the client's side. Visits can be differentiated in terms of parameters such as customer categorization, the obligation of attendance, sales channels, etc.

  5. 03 Questionnaires, Tasks, Merchandising
  6. Reports generated on the basis of data exchanged in EDI documents. 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 agents 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 register an issue as well as check the presence, order and 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 customer visits. During their submission, the representative has mobile access to the inventory of available products and prices updated in real-time as well as customer terms of trade.

    RECEIVABLES
    This functionality gives users the control over commitments and receivables (Users can review overdue client invoices during a customer call or directly on a client card). Unpaid invoices can be imported directly from 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 Sales Funnel & Analytics
  12. The Sales Funnel Module allows you to manage multi-stage business processes, such as gaining new customers or service works. It facilitates the classification of potential customers and presents achievable profits in an illustrative way, thus allowing you to better plan the sales activities of your representatives.

    The mobile application also contains various predefined reports available for any sales representative. Those include sales reports (arranged by range, client, and wholesale outlets), marketing reports (related to questionnaires and tasks), route completions, and sales/quality target completions.

  13. 07 Route Management, GPS, Fleet Management
  14. Route Management is an application module that facilitates the process of managing sales representatives' schedules. SRs can plan their work in the application, also using the ready-to-use route schedule that can be immediately displayed on a digital map (using Google Maps).

    Using the GPS function, you can also capture any employee’s position during their daily work.

    Plus, the app gives you the opportunity to register cars used by agents as well as monitor any repairs. The app will send you notifications about upcoming inspections and warranty registrations.
  15. 08 Coaching, Messages, Targets, Absences
  16. As a user, 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 users 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.
  17. 09 Notifications
  18. 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, Registration of Visits, and Customer Calls

The app allows you to easily register a meeting with any customer. The layout of the visit and its elements are defined by the business administrator on the client's side. Visits can be differentiated in terms of parameters such as customer categorization, the obligation of attendance, sales channels, etc.

Questionnaires, Tasks, Merchandising

Reports generated on the basis of data exchanged in EDI documents. 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 agents 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 register an issue as well as check the presence, order and 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 customer visits. During their submission, the representative has mobile access to the inventory of available products and prices updated in real-time as well as customer terms of trade.

RECEIVABLES
This functionality gives users the control over commitments and receivables (Users can review overdue client invoices during a customer call or directly on a client card). Unpaid invoices can be imported directly from 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.

Sales Funnel & Analytics

The Sales Funnel Module allows you to manage multi-stage business processes, such as gaining new customers or service works. It facilitates the classification of potential customers and presents achievable profits in an illustrative way, thus allowing you to better plan the sales activities of your representatives.

The mobile application also contains various predefined reports available for any sales representative. Those include sales reports (arranged by range, client, and wholesale outlets), marketing reports (related to questionnaires and tasks), route completions, and sales/quality target completions.

Route Management, GPS, Fleet Management

Route Management is an application module that facilitates the process of managing sales representatives' schedules. SRs can plan their work in the application, also using the ready-to-use route schedule that can be immediately displayed on a digital map (using Google Maps).

Using the GPS function, you can also capture any employee’s position during their daily work.

Plus, the app gives you the opportunity to register cars used by agents as well as monitor any repairs. The app will send you notifications about upcoming inspections and warranty registrations.

Coaching, Messages, Targets, Absences

As a user, 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 users 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).

Technology designed for market leaders - Watch the video

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 Data Center locations. Secure infrastructure and management services guarantee high efficiency of one's business applications. Comarch Data Centers are located in Germany (Frankfurt, Dresden), France (Lille), USA (Chicago), Poland (Cracow, Warsaw).

MOBILE DEVICE SALES

Comarch works with leading hardware suppliers, including mobile device manufacturers like Apple (Comarch is Apple’s Authorised Reseller) 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 service, we provide application sharing geocoordinate assignment to each point of sale.

Our Clients

    More success stories

    Want to learn more – download our materials

    White Paper: How to Modernize Your EDI Effectively

    Leaflet: Data Exchange and Document Management

    E-Book: Build Your E-Invoicing Strategy Based on 6 Steps

    White paper: Let Us Help Your Company to Boost Results

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