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Real Life Stories
Picture Perfect Sales Management
The issue:
A small but growing Sales Agency needed a proven solution for managing customer records and sales orders across service stations, supermarkets and electronic stores - nationally.
The solution
"We virtually cut in half
the number of steps
required to capture orders
using SalesAtWork"
There comes a point in the life of any growing business where there doesn't seem enough hours in the day to 'manually' handle personnel.
In order to gain the outsourced sales and merchandising contract with a global corporation, the client looked to SalesAtWork to provide the 'smarts' to manage the sales process.
Previously, field representatives the sales progress was manually managed using spreadsheets, mobile phones and dated written reports. Sales Orders were phoned in or hand written and faxed to Head office.
Using new Pocket PC devices, representatives now record interactions with customers and take sales orders electronically.
They also record the placement and set up of promotions by taking an electronic photo which is linked to the completed work.
A range of reports are available which indicate the completion of work up to the minute.
Areas covered
- Sales and merchandising system for growing small business.
- Photos verify promotional work is current and complete.
- Automated scheduling improves customer service and sales.
- Electronic Orders remove writing and time errors.
- Up and running in 2 weeks.
500 people need room to move.
The issue:
When one of Australia's largest Sales and Merchandising Agencies, with a team of over 500 field employees, decides to update their operations software it's a push-pull of requirements.
The solution
"SalesAtWork allowed us
to scale and allowed
us to concentrate on the
business requirements"
As a provider of services to a range of National and International retail suppliers, it is not only important to understand their marketing processes, but have the flexibility to meet their diverse reporting and KPI requirements.
It is very much a case of 'being all things to all people'.
SalesAtWork was selected to meet the challenge as it not only dealt with the day-to-day scheduling and management of representative activities, but provided outstanding flexibility.
Flexibility is a powerful competitive advantage when it comes to acquiring new business.
This includes incorporating new technologies such as photo verification of promotions and instant timesheet updates to/from the system.
Areas covered
- Flexible Application Development
- Instant Field Updates and Electronic Responses
- Complete visit scheduling, frequency and task management.
- Photographic verification of activities.
- Barcode scanning module
- Representative Timesheeting and mileage.
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