Field Sales App

A comprehensive tool for your field sales rep, Includes Van Sale, Pre Sale and CRM solutions for effective management of field sale processes.

Price Quotes

• Display product catalog, including images.
• Update quotes and easily convert them into orders.

Orders

• Display product catalog, including images.
• Process orders quickly.
• Bill customers and manage payments.
• Access up-to-date customer credit data.
• View customer ledger and aging data and make informed decisions.

Tasks

• Manage general tasks and/or tasks for customers, on-the-go.
• Report progress on tasks and projects, meetings, etc.

Surveys

• Manage contract review checklists.
• Access and conduct customer satisfaction surveys.

Returns

• Manage on-site return of goods: requests, authorizations and executions.

Shipping Documents and Invoices

• Manage the sales representative's inventory.
• Create printouts of documents and invoices on-the-go.

Scheduling and Tracking Visits

• Schedule visits with reps and customers.
• Report results of visits within the schedule.
• Track planned vs. actual meetings.

Target Management

• Set monthly targets for reps/customers.
• Evaluate targets based on orders or invoices.

Reports (for reps and managers)

• Integrate custom-designed customer reports.
• Offer full support of customer business processes (BPM).

Support of Custom Printouts

• Define a printing program for each document from a selection of formats.
• Run standard reports and custom reports for customers.