Sales

The OfficeTrack solution fully supports the needs of field sales forces, such as sales agents, promoters and store shelf organizers.

It also provides support to the sales representative teams that visit businesses or residential locations of the end-customer in order to perform sales tasks.

These field workers operate externally to the office and therefore require online access to their organization’s IT systems, such as inventory and quotation systems.

More importantly, managers and dispatchers need to monitor and control all processes to ensure that the sales assignments are performed in the most effective and efficient manner. In the case of shelf organizers, pictures taken are able to be viewed in real-time.

Product Benefits

Streamlined digital transfer

Streamlined digital transfer of data and information between the manager and field sales agents.

Effective command and control

Effective command and control capabilities for the organization.

Reduced human error

Paperwork replaced by online work, reduces human error and enables considerable savings in overhead and human resources

Information accuracy

Improved information accuracy, relevancy and availability.

Handling Capacity

Increased capacity for handling end-customer and prospects, leading to fast ROI.

Managerial tools

Managerial tools for measuring sales agent efficiency.

Unified work practices

More unified work practices – sales agents adhere to predefined organization procedures.

Intuitive tools

Improved intuitive tools for sales agents to perform all reporting-related tasks.

SAAS not required

A SAAS cloud-based service with no hardware required.

The OfficeTrack Solution Implemented

Assign tasks to field workers

Assign tasks to sales agents directly from the OfficeTrack management dashboard, or from the company’s ERP systems interfaced with OfficeTrack online.

Online sales meeting information

Send all sales meeting-related information online, directly to the sales agent’s mobile devices, including real-time updates.

Real-time locations

View locations of sales agents on the map relative to the location of their meetings, predefined points of interest and geographical zones.

Alerts

Receive related alerts when sales agents enter defined geographical zones or a POI.

Real-time updates

Receive real-time updates from sales agents on status of meetings and performance (start, in process, completed, etc.)

Automatic assistance

Receive automatic assistance in assigning meetings to the most suitable manager.

Managerial reports

Managerial reports Retrieve managerial reports and graphs measuring efficiency of the field sales team.

View worker's assigned meetings

View assigned meetings of workers, including details such as customer description and requirements.

Real-time reports

Send real-time reports regarding the status of meetings.

General inventory

Query the personal or general inventory for required catalog items.

Relevant inventory

Update relevant inventory databases regarding actual sales of items.

Report payment

Report payment collection by cash, check or credit card.

Photos

Send photos.

Digital signature

Collect customer’s digital signature.

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