Thus, photos taken during the visit can be typed, for example: “photos of refrigeration equipment”, “photos of the display on the shelf”, etc.
Available in two modes: automatic and manual (with the ability to change data)
When working with orders on a mobile device, you can select the price list. Sets of price lists are unloaded from the financial accounting system and can be assigned to individual outlets or groups of outlets.
Functionality allows in the mobile workplace to select the desired price list from the list of allowed for this outlet. When changing the price list in the order, all order lines are automatically recalculated according to the new price list.
Specialized integration modules with distributors for the 1C system automatically transfer to the CRM system all available price lists from the financial and accounting system of the distributor, and also assign them to outlets in accordance with the pricing policy of the company.
The module is designed to encrypt GPS data on mobile devices. The purpose of this functionality is to prevent unauthorized changes to the tracking route and location, recorded at the time of the visit by a mobile employee. Key generation for data encryption is performed using the embedded cryptographic tools of the operating system of the mobile device.
The module is designed to send an order from a mobile device to a CRM system. After completing an order, it is sent to CRM online. In the absence of an Internet connection, the data enters the auto-send queue. It occurs at the interval specified in CRM. Transferring an order online does not require a standard synchronization session. This reduces the total number of synchronization sessions on mobile devices, as well as reduces data transfer costs.
The module is intended for the registration of personal data, calculation of charges and payments to sales representatives. The module allows you to keep track of both full-time sales representatives and sales representatives who are on the distributor’s staff. It also allows you to provide remote access to enter all the necessary information for supervisors and analysts of the company.
Provides input and correction of the following data:
NR: Can you give an example of tools that have been successfully implemented in your sales system? GN: Perhaps the most vivid example is our CRM system, which contains all the information about our customers and our interaction with them. Now an automatic router has been implemented in it, thanks to which <...> time for moving is reduced, time at the outlet is optimized. A sales rep can make more visits per day. Before that, we did all this in Excel, drew routes with markers on the map. Now, thanks to the system, everything is automated.
In the Baltika brewing company, part of the Carlsberg Group, a project was implemented to create a mobile application for product quality control in retail outlets (Mini-CRM). “Using Mini-CRM allows Baltika to better understand and manage the processes occurring at points of sale. In any outlet there are deviations in the range or condition of products, which causes consumer discontent and damages the reputation of the company and its brands. Using such an application allows you to quickly identify problems on the spot and fix them. The project meets the corporate governance development strategy. ” The successful implementation of the project was made possible by the reliable and proven partner of Baltika in the field of IT, Monolit-Info. ”
A flexible and productive tool has appeared for analyzing the distribution of the company's products, analyzing marketing campaigns and the activities of sales representatives. Analysis can be carried out <...> by product, region, distribution channel, outlet, sales representative, marketing campaign <...>. An important advantage of the new system is speed: a report that used to be built for two hours, a new system builds five minutes ... "