Mobile sales force software About Prepare sales calls Connect to head office to retrieve updated information Access set statistics and graphs Access individual sales representatives' performance View upcoming customer visits along with the customer sheet View outstanding receivables Track sales entries (quotation/order/delivery note/invoice) Customer sheet Display customer list and search by name, customer code, city, keyword, postal code or telephone number Create and modify customer/prospect sheets Manage conflicts with the central database when creating records Detailed sales statistics Detailed outstanding receivables Display products present in the sales journal Create orders Create memos View special offers in progress, customer pricing terms, customer outstanding and history of sales documents, addresses and contacts Access customer's equipment pool Manage contacts (create/modify) History of administrative documents Visit report Access survey forms View the history of invoiced products Get the job done View item stock Enter quotations and orders View customer terms, volume commitments View the history of quotations, orders and delivery notes for the customer Enter payments received in person Enter orders Display customer terms/product sheet Do product searches Customer delivery address, with option of making changes Multiple input (via sales journal, special offer, customer and item referencing) Display the latest products invoiced Calculate prices the same as in the ERP Detailed item entry Product sheet details Display technical and/or sales description of the product Display product photos Display margins in data entry grids Quantity of the customer’s last five orders View customer’s discounts with option of putting the product through free of charge Actual stock and packaging and last customer selling price View invoiced product history, product stock, equipment pool and volume commitments Operational marketing Enter a satisfaction survey Opinion poll Add photos Add a customer signature Reporting and follow-up Create visit reports Access the ERP internal messaging system to communicate with the Back Office View messages received Create messages and view the list of possible recipients Access individual sales representatives' tracking and results Access set statistics Connect to the head office to retrieve updated information (products, customers, sales journal) Connect to the head office to submit the day’s orders Send orders via Edge/3G/4G/Wi-Fi (or mobile data network) View transfer statistics (number of orders, , etc.) Access the visit report history Team leader mode (enables team leader to ‘log in’ as a member of their team)
