Sales Agents

A comprehensive tool for your field sales rep 

Includes Van Sale, Pre Sale and CRM solutions for effective management of field sale processes:

 

Price Quotes

  • Display product catalog incl. images.

  • Update quotes and easily convert them into orders.

Orders

  • Display product catalog incl. images.

  • Quickly process orders.

  • Bill customers and manage received payment.

  • Access up-to-date customer credit data.

  • View customer ledger and aging data and make informed decisions.

Tasks

  • Manage general tasks and/or tasks for customers, on-the-go.

  • Report progress on tasks and projects, meetings, etc.

Surveys

  • Manage contract review checklists.

  • Access and conduct customer satisfaction surveys.

Returns

  • On-site return of goods: requests, authorization and execution.

Shipping Documents and Invoices

  • Full management of sales rep’s inventory.

  • Printouts of documents and invoices on-the-go.

Scheduling and Tracking Visits

  • Schedule visits with reps and customers.

  • Report results of visits within the schedule.

  • Track planned vs actual meetings.

Target Management

  • Set monthly targets for reps/customers.

  • Evaluate targets based on orders or invoices

Reports (for reps and managers)

  • Integration of custom-designed customer reports

  • Full support of customer business processes (BPM)

Support of Custom Printouts

  • A printing program can be defined for each document from a selection of formats.

  • Customers can run both standard reports and their own custom reports

 

Read More

Full Catalog Display

The system supports a full catalog display, directly from your Priority system. The information includes all of Priority Pricing , Special deals and more.

The system supports push notifications, special sale products, inventory display and even customized reports.

More features includes - 

  • Orders, Proposals, Shipments and Invoicing

  • Cash management

  • Build-in and customized reports

  • Full supports for all of your BPM rules

  • The system is fully integrated into Priority Software

 

2 Ha'mada St. 

Yokneam, Israel

 

Office : +972-4621-3563

Fax :     +972-77400-7086