Mobile visit sales solution
Release date: 2021/11/10 18:24:12

customer demand

At present, most of the FMCG industry still uses sales staff to sell and manage orders in the region. During the visit and promotion, ordinary notes are still used to record customer and sales information. Due to the difference in professionalism and professional sense of sales staff, important information was missed when visiting customers, and sales and loading and delivery orders could not be processed in a timely and accurate manner. And because the sales staff are busy with their business, they rarely have time to summarize visits and sales information, which cannot bring positive marketing reference value to the company. At the same time, there may be a hidden danger of loss of customer trust.

How to improve the professionalism of salespersons, obtain accurate customer information in time, and adjust marketing strategies in a timely manner is an urgent need and challenge for FMCG.

Program overview

The mobile sales management solution is an information management solution specially created for sales personnel in the FMCG industry, which reflects the "fast" and "quasi" marketing characteristics of the FMCG industry. The solution is based on an information sharing platform and accesses a wireless network through a handheld terminal. It integrates querying dealer policies, announcements, customer visits, order management, delivery and collection, greatly improving the work efficiency of sales staff, and also allowing the company headquarters It can obtain accurate customer information in time, make timely marketing strategy adjustments, and continuously improve market competitiveness. At the same time, it is convenient to grasp the work dynamics of sales staff and obtain reference information for performance evaluation.

PDA application

       Information sharing platform: Headquarters can release news and announcements at any time, and can also assign tasks to sales departments and individuals; individuals can view and reply to news, announcements and personal tasks in time, increasing communication and interaction; sales staff’s work data can also be synchronized at any time Server, quick backup.

Store information management: According to the actual situation, the sales staff can query, add, modify and cancel the basic attributes of the store.

Visit information management: Sales staff can plan in advance the customers to be visited and the content of the visit. During the visit, they can record and upload information such as store image, product placement, and inventory in real time by taking photos.

Order information management: sales staff can add, query, modify, and delete orders; they can also collect payments from stores and record payment information in time; before sales staff can deliver goods by themselves, they can also scan and take photos of all on-board goods For inquiries.

Benefit analysis

Speed ​​up information sharing

Sales staff can check the latest announcement policy and other information at any time, and adjust their work in time. At the same time, the collected information can be uploaded as soon as possible to ensure the timeliness of sharing.

Ensure the accuracy of information

Sales staff do not need to go back to a fixed place for visits and business summary, they can easily record during the visit, and the work can be sorted and summarized in time through the wireless network to ensure the accuracy of the information.

Improve the quality of customer visits

Sales staff can carefully prepare the visit matters in advance through this plan, adjust the plan at any time during the visit, and report the information to the company in time to obtain more consultation and support. During the visit, you can take pictures and record relevant information, so that customers can feel the professionalism, and subtly enhance the company and brand image.

Ensure the objectivity of performance appraisal

The plan reflects the sales staff's work dynamics to the company in real time, and relevant personnel can grasp their work dynamics in a timely manner. On the one hand, they can give them appropriate support, and on the other hand, they can also ensure the objectivity of their performance evaluation.