Plan
Map and list.
Trade feature
Taking orders at the customer’s side
A field salesperson needs price, stock and history at the customer visit. The system shows the visit plan, opens the customer card and price list on the phone, takes the order on the spot, saves the visit note and shows target progress.
- English and community languages
- BPAY and AUD
- Roles and audit log
Visit and order
The salesperson sees the day’s visits on a map and list, opens the customer card and reviews latest orders, open invoices and price list. The order is entered on the phone; it appears at head office instantly and the warehouse starts preparing.
Offline operation and device compatibility are assessed separately.
Note, target and report
After the visit, note, next step and reminder are saved and land on the customer timeline. Sales target and achieved turnover are visible per salesperson; visit count and order rate are reported to the manager.
If location tracking is used, employee information and data-protection rules are assessed separately by the company.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Australian-specific points
In Australia field sales teams work across language regions and the customer always expects their own language. The system shows the language on the customer card and prepares documents in it; assessment of working time and location matters belongs to the company and its specialist.
Frequently asked questions
Does it work on the phone?
Yes; the interface fits the phone screen, no app-store installation is required.
Does a salesperson see only their own customers?
According to role and permission; a salesperson can be limited to their own customers.
Related topics
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Trade CRM software: customer card, contact history, reminders and sales opportunities. For Australian wholesalers. Quote by e-mail.
Learn moreQuotes and orders
Trade software: quotes, order confirmation, partial shipments and open-order tracking. For Australian wholesale. Quote by e-mail.
Learn moreKey figures
Trade software: turnover, margin, customer and item analysis, receivables ageing and stock turnover. For Australia. Quote by e-mail.
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