The day starts with a clear list
The home screen shows who to visit first and why, for example when order volume fell or an invoice is overdue.
Field Sales Tool
A work surface for your field sales team
Reps start the day with a ranked list of dealers to visit and why. At the dealer, account, credit and open claims are on one screen. When a rep leaves, the knowledge about each dealer stays with you.
Demo data, fictional brands. Product UI shown in English.
What you get
Everything about the dealer on one screen
Account balance, credit limit, agreed volume against actual, and open claims. No search in several systems.
Order on behalf of the dealer
Reps order in the same shop, with the dealer's prices, terms and promotions. The order counts for the rep as before.
Overview for sales management
Team, prices and campaigns in one view. Sales management sees who needs support and where a price can move.