01
→
CRM
Day plan
A list of the day's visits with the route, priorities and customers who haven't been visited for a while.
02
→
CRM + ERP
Visit preparation
Order history, open receivables, complaints and agreements from the last visit in one view.
03
→
Offline
Catalogue and customer prices
A catalogue with the customer's prices and discounts plus stock levels, available even without signal.
04
→
On-screen signature
Order on the spot
The sales rep places the order together with the customer, who confirms it with a signature and receives a confirmation by email.
05
→
Voice → text
Visit note
A short voice note is turned into agreements and tasks for the CRM.
06
ERP + CRM
Synchronisation
The order goes to the ERP, and notes and tasks to the CRM, as soon as the phone has signal.
In practice · example scenario
A food products distributor
Sales reps serve shops across several regions. Orders from visits reach the ERP on the day of the visit, not after returning to the office. Before each visit, the sales rep sees overdue payments and previous agreements, and the sales manager sees the plan and completed visits for the whole team.