Sales Management
Key challenges:
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Planning the most efficient route to visit multiple clients or prospects in a single day can be time-consuming, especially when factoring in traffic, appointment times, and geographical distances.​
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Field sales plans often face sudden changes, such as client cancellations, rescheduled meetings, or new urgent tasks.
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Field reps are often assigned specific territories, and managing sales activities across a broad area while maintaining coverage consistency can be challenging.
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Not all clients can be visited frequently, but maintaining strong relationships is crucial to ongoing success.
OUR SOLUTION
Cloud-based planning, routing, and execution software designed to streamline field representative operations.
Field representatives often face growing pressure to meet tight deadlines while managing costs effectively. Lack of visibility into their current location and task progress can lead to inefficient decision-making and missed opportunities. It’s essential not only to track the real-time location of field reps but also to monitor their upcoming appointments, destinations, and estimated time of arrival to ensure timely service and optimized workflows.
PLANNING SALES REPRESENTATIVES
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Route optimization
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​Geofencing capabilities
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Customer prioritization
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Time window management
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Customization options​
STEERING SALES REPRESENTATIVES IN REAL-TIME
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Problem solving in real-time.
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Communication in real-time.
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Document flow in real-time.
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Monitoring of sales representatives during visits
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Plan-Fact analytics and reporting.
Your benefits
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GPS-tracking and monitoring of routes/ location of sales representatives.
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Fuel consumption monitoring.
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Planning efficient and balanced routes and workloads by mileage and use of resources.
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Planning and online coordination of sales representatives.
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Processing of fiscal receipts and delivery documents. Acceptance of payment upon delivery.
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Data can be imported/exported and integrated into customer applications (ERP, WMS or other client backend solutions).
Professional documentation of work results & proof-of-service-performance for:
client invoicing, employee steering, avoidance of misuse of company assets
time stamp
QR and barcode
smart geo-fencing
geo-coordinates
photos & videos
scan & print documents​
client signature
sensor data
