SetXRM Solutions
Field Sales Management
With SetXRM Field Sales Management, track the activities, orders, appointments and meetings of your entire field sales team online.
Your field sales team on every mobile device
As the SetXRM application is developed with HTML5, CSS3 and Bootstrap, it can be used easily on all types of mobile devices. Campaigns and sales conditions defined in the central application are applied exactly on the mobile device.
With the map application on the mobile device, customer locations and whether sales representatives are actually at the customer’s site can be checked through the system.
- Activity, order and appointment tracking
- Customer locations on the map
- Integration with your accounting software
- Mobile collections
Modules
Field sales management features
Runs on any device
Developed with HTML5, CSS3 and Bootstrap, the application can be used easily on all types of mobile devices.
Central sales conditions
Campaigns and sales conditions defined centrally are applied exactly on the mobile device.
Location check
Customer coordinates on the customer card make it possible to check whether a sales representative really visited the customer at the stated time.
Visit planning
Sales representatives plan their visits based on customer locations and save time.
Account and risk information
Integrated with your accounting software, the app shows the customer’s balance, previous purchases, turnover, risk, risk limit, product-based targets if any, and complaints.
Mobile orders
Orders created on mobile devices are routed to the relevant people for approval as proposed orders.
Collections and virtual POS
With an optional virtual POS, part of the collections can be made through the system; cheque, credit card or cash collections are entered instantly and a photo of the cheque can be attached.
Service work orders
Service staff follow all their service work in the same application; work orders reach them online.
Did the visit really happen?
The most problematic point in field sales is whether the representative actually visited the customer at the stated time. Activities can be recorded as if a visit took place when it did not; SetXRM solves this problem and enables businesses to plan more tightly.
All it takes is entering the location coordinates of your customers on the SetXRM customer card. Sales representatives can then plan their visits based on customer locations, which saves time.
Related solutions
You may also be interested in
A tailored demo of Field Sales Management
Tell us about your needs and we will configure SetXRM around your business processes together.